The Investor module is the strategic center of PPM. It enables managers to see how investments or portfolios perform with respect to key performance categories.
It does this with investor maps. Each map represents a portfolio of investments or a portfolio of portfolios.
In investor maps, items appear as bubbles, and portfolios appear as either bubbles or folder icons. In each map, up to four dimensions can be used to convey information: X-axis, Y-axis, size, and color. A wizard enables managers to create these maps using any predefined key performance categories.
Investor maps enable managers to visualize and analyze entire portfolios or key aspects of each portfolio.
Managers can also create hypothetical scenarios from existing portfolios in order to perform What if analyses. They can add new investments, close existing investments, and evaluate candidate investments as they pick the optimal mix of investments in portfolios according to strategic goals.