EURO 2025 Leeds
Abstract Submission

974. A Multi-Objective Portfolio of Portfolios Problem with Qualitative Performance Assessments

Invited abstract in session TC-8: MCDM for project portfolio problems, stream Multiple Criteria Decision Aiding.

Tuesday, 12:30-14:00
Room: Clarendon SR 2.08

Authors (first author is the speaker)

1. Maria Barbati
Department of Economics, Ca' Foscari University of Venice
2. Salvatore Greco
Department of Economics and Business, University of Catania
3. José Rui Figueira
CEG-IST, Instituto Superior Técnico, Universidade de Lisboa

Abstract

We introduce a multi-objective decision-aiding model for selecting a portfolio of projects along with a specific allocation of resources to each project. This model optimizes a set of objectives, with the projects contributing to these objectives in diverse ways. The resources considered for the portfolios are evaluated using both qualitative and quantitative criteria. Projects are eligible for inclusion in the portfolio only if they satisfy established criteria based on threshold values. Our model is flexible enough to accommodate temporal factors and uncertainty, making it applicable to various real-world scenarios. To find solutions to our portfolio problem, we adopt an interactive multi-objective approach that combines the selection of projects and resources. After the initial selections, we engage the Decision Maker (DM) to assess the portfolios. From the preference information provided by the DM, using Dominance-based Rough Set Approach, we induce “if …, then …” decision rules expressed in natural language, that, after approval by the same DM are used in an interactive multiple objective optimization procedure permitting to select the most preferred solution. We demonstrate the effectiveness of our model with a case study that highlights its practical applications.

Keywords

Status: accepted


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