Gartner Research

Activist Portfolio Stewardship (Nationwide Building Society)

Published: 21 May 2018

ID: G00702773

Analyst(s): PMO Research Team

Summary

Nationwide’s investment allocation lacked strategic focus and often led to portfolio overspend. By redefining the function as an investment steward, its head of EPMO helps create a more objective approach to investment allocation and prepare the organization for funding model change.

Table Of Contents

Overview

Solution Highlights

Challenge

Solution Overview

1. Curated Inputs for Investment Decisions

2. Strategy-Driven Portfolio Screening

3. Multiple Perspectives for Funding Recommendations

4. Transition to Product Line Funding

Results

Recommendations

About This Research

Recommended by the Authors

Presentation Deck

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