What is a Portfolio?

The portfolio is the highest level of hierarchy within Assetic Predictor. All models contained within each template are created and compared within this framework.

 

The portfolio allows for the housing of multiple asset classes or asset categories -e.g. buildings, roads, sewer, stormwater and bridges.

 

The portfolio aggregation facility in Assetic Predictor allows the user to perform ‘whole of agency’ financial analysis by combining simulation results configured under different templates and aggregates these up to the Portfolio level for analysis of the total overall budget managed by the organization.

 

At this level the user can compile the total budget selecting the affordable simulations for each asset category and then perform trade-off analysis techniques to gauge the effects of reallocating funds between asset categories.

 

The portfolio houses the templates and allows them to be viewed collectively.

 

The portfolio allows you to build, for example;

• a model for your road asset stock,

• a model for your building asset stock and,

• a model for your sidewalk asset stock,

 

and then view them together in one portfolio to analyse how each will perform over the period of time you are considering.

 

The models must all reside in the same portfolio if you wish to aggregate the results of a number of model outcomes, in terms of expenditure profiles over your life cycle strategy.

 

Assign a name to your Portfolio which represents the organisation’s title or division within your organisation.