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Corporate Portfolio Management

Competency Statement:

Petroleum exploration opportunities, like investments in the stock market, face a wide range of risks with substantial impact on ultimate financial performance. However, with careful planning, analysis and selection, these projects can be grouped into portfolios with relatively predictable outcomes. In this module you will learn how energy opportunity diversification using portfolio management processes leads to a predictable commercial outcome. Global exploration opportunities are studied in the context of reserve and income replacement.

Learning Objective:

Upon completing this Learning Module, the learner should be able to:

• Learn the key business fundamentals of an enterprise, including existing businesses and their historical performance

• Analyze and characterize the portfolio of existing and potential businesses, and rank them in terms of business performance fundamentals and the strategic objectives of the enterprise.

• Learn how to apply risk to your decision process and its effect on the portfolio.

Note: For this action learning module, you must first read the material under the Reference and Field Data or Reference Selector tabs.

Assignment Instruction:

It turns out that the decision by your methanol company to invest in exploration five years ago has led to substantial financial success for the company. With this new found wealth it is time for you to expand your exploration presence by investing in a portfolio of opportunities and making investment decision on worldwide opportunities based on your corporate vision and mission.  

You will be presented with a group of new investment opportunities and must select those that meet your portfolio objectives.  You may choose to add additional investment to the current portfolio or divest your current interests and replace with new opportunities that will achieved an improved portfolio performance.