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Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry


Financial services firms, especially in the US and Europe, have felt the impact of a weakened economy and a stricter regulatory environment. Aware of the risks that failed projects can pose to their reputation, capital reserves and even to their survival, they are treading more carefully than ever with their project investments. The need to demonstrate success requires that they closely track and monitor every project to mitigate risk, and proactively shut down initiatives that will not deliver results as planned. Financial services firms must ensure that appropriate governance processes are in place to foster accountability from project inception to completion to minimize potential pitfalls based on risk, capital investment and regulatory requirements. 

Through research, executive interviews, and case studies, the Economist Intelligence Unit will present key findings from their new research paper sponsored by Oracle, “Preemptive Action: Mitigating Project Portfolio Risks in the Financial Services Industry”. Register now and you will receive a complimentary copy of the research paper after the event.  In this webcast learn about:

  • How companies in the financial services industry examine their project management processes and methods for identifying failure and managing risk.
  • Decision-making processes involved once project failure is deemed likely, and how firms manage the fall-out from such decisions.
  • How the right project portfolio management (PPM) solution can help you achieve success and mitigate risk.


Maureen Clifford Principal Product Manager, Oracle Corporation

Maureen Clifford is a Principal Product Manager at Oracle Corporation and has worked in product management and marketing roles for enterprise investment portfolio management for ten years. She has focused on IT, public sector and commercial portfolio management, including development and marketing of products for application and project portfolio management.

Steven Leslie Managing Editor, Financial Services Briefing, Economist Intelligence Unit

Steven Leslie is Managing Editor, Financial Services Briefing, the Economist Intelligence Unit's (EIU) online information service on that industry. In that role, he writes articles for and partly oversees the Industry Briefing website, edits our financial services forecasts and profiles and participates in special projects.

Steven joined the Economist Intelligence Unit in 1998 and has held several positions in the company. From mid-2005 to late 2007 he was Director of Custom Research in the Americas, a post in which he organized and oversaw many special projects. From 1999 to mid-2005 he was Managing Editor of Country Finance, a series of annual reports on the world's principle national financial markets. He also wrote for ViewsWire, EIU’s electronic daily briefing service. He started work at EIU as an Asia editor during the financial crisis of the late 1990s.

Before joining the Economist Intelligence Unit Steven studied politics and economics at the University of Chicago and Columbia University.

Oracle Corporation
Feb 23, 2011, 11:00 EST (16:00 GMT)

This resource is no longer available.