Anand Sanwal is Vice President, Investment Optimization and Strategic Business Analysis, at American Express. Within this role, he is responsible for managing billions of dollars of per annum discretionary investment spent as part of American Express's CPM initiative, and also overseeing the CFO's strategy and analysis group. Sanwal holds a degree in finance and accounting from the Wharton School of Business and is a recognized thought leader on corporate portfolio management, speaking frequently to companies and research organizations including the CFO Executive Board, Beyond Budgeting Roundtable, Enterprise Portfolio Management Council, and Gartner, among others. He welcomes your feedback, insights, and comments and can be reached at firstname.lastname@example.org
Chapter 1. Overview of Corporate Portfolio Management.
Why Is CPM Important?
Framework for CPM Success.
What Should Be Considered an Investment?
Mismanaging Your Corporate Investment: The Seven (and a Half) Deadly Sins.
Chapter 2. Bringing CPM to Your Organization.
Four-Step Roadmap to CPM Success.
Are We There Yet?
Useful Frameworks and Tools: Optimizing Decision Making Within Your Corporate Portfolio.
Chapter 3. Applying CPM to Specific Areas within the Organization.
Innovation/Research and Development.
Marketing/Advertising and Promotion.
Capital Budgeting/Capital Expenditure.
Chapter 4. Case Studies.
State of Oregon Department of Human Services.
Appendix: Useful Tools, Frameworks, and Practices to Enable CPM.
Personnel Survey: Understanding Current Company Practices and Attitudes Toward CPM.
HP’s Strategic Financial Analysis Curriculum Outline.
Information (Diagrams, Exhibits, and Text) for Building Your CPM Business Case.