VIPOR: A Visual Analytics Decision Support Tool for Capital Investment Planning


  1. Rempel, M.
  2. Young, C.
Corporate Authors
Defence Research and Development Canada, Centre for Operational Research and Analysis, Ottawa ON (CAN)
Investment planning within a large public sector enterprise is often a complex process that requires considering hundreds of potential projects and millions of taxpayer dollars. The nature of this problem demands a portfolio optimization approach to generate a high quality investment plan. However, an optimization model alone is insufficient to support management decisions. Decision-makers need the ability to understand the portfolios generated by an optimization model and the underlying trade-offs that these portfolios contain. This article introduces a visual analytics decision support software called VIPOR which is an acronym for Visual Investment Planning Optimization & Revision (VIPOR). This software was developed to support the formulation of investment portfolios within the Department of National Defence and Canadian Armed Forces. It integrates a portfolio optimization model and several interactive information visualizations. Together, these allow for the construction, characterization, and adjustment of an investment portfolio in accordance with decision-maker preferences and practical constraints. In this report we: (1) characterize some of the necessary tasks to facilitate investment planning within a large organization that is making a shift toward a portfolio approach; (2) provide an overview of VIPOR and a description of how it can be used to build alternative portfolios; and (3) outline observations about the utility of this decision support system during the tw

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Investment planning;portfolio management;visual analytics;optimization;decision support system
Report Number
DRDC-RDDC-2017-R129 — Scientific Report
Date of publication
01 Nov 2017
Number of Pages
Electronic Document(PDF)

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