Since the importance of implementing portfolio management is growing world‐wide, this paper seeks to report on case‐based research on portfolio management in a company that implemented it along with a new product development process.
This paper uses a case study approach conducted in a manufacturing company in Brazil. Data were gathered through participation in portfolio meetings, non‐structured interviews, and document analysis; results were aggregated a posteriori to construct the case.
The paper finds that portfolio management was implemented using a framework which employed a scoring system and qualitative information. The empirical evidence lends support to the existence of portfolio management practices as identified in the literature. In addition, the use of the proposed framework assisted the company in putting in place a methodology to select the right projects and to allocate both capital and personnel resources.
The paper is limited to a single case study. Replications among other samples are needed to validate current findings.
This paper is one of the few published studies that report on and discuss the implementation of portfolio management in a country in South America.
