The formulation of a product portfolio requires extensive knowledge about the product market space and also the technical limitations of a company’s engineering design and manufacturing processes. A design methodology is presented that significantly enhances the product portfolio design process by eliminating the need for an exhaustive search of all possible product concepts. This is achieved t...

We propose a framework for considering active portfolio management, consistent with existing literature in the single period environment, but extended to the multi-period environment that most practicing active managers operate in. We derive several active portfolio management results including the Generalised Law of Active Portfolio Management (a generalisation that accounts for correlations a...

This paper presents a longitudinal case study at Smartner Information Systems, a small software product company operating in a dynamic and uncertain environment. Smartner successfully combines flexibility and control in their product development process. Flexibility is gained with monthly sprints, after which new decisions about project scope can be made in planning the following sprint. Contro...

A novel method of stock portfolio management by using technical indicators is proposed in this paper. The method hybridizes the consensus trading signals generated by the gene expression programming (GEP) proposed by Lee et al., and the portfolio redemption scheme proposed by Tsai et al. with our stock ranking functions. The indicators were used not only for trading, but also for selecting prom...