Portfolio Decisions recommends the following books, papers, and articles as source material to broaden knowledge of portfolio management. These include some of the classic background sources as well as some practical material written by our staff.
DuBois, James R., "Selecting Among Dissimilar Assets: A Portfolio Solution", Oil & Gas Financial Journal, Vol. 8, Issue 7, 2011.
Paul D. Allan presented paper (SPE #134811), "Stochastic Analysis of Resource Plays: Maximizing Portfolio Value and Mitigating Risks" at the Society of Petroleum Engineers - Annual Technical Conference and Exhibition, Florence, Italy, September 19 - 22, 2010.
Howell, J. I. III, "Portfolio Analysis and Strategic Planning: When a Good Deal is Not Enough", presented at the International Petroleum Negotiatiors Spring Conference & Annual meeting, Austin, Texas, April 2007.
Howell, J. I. III, “Delivering Predictable Results in an Unpredictable Business Environment: A Petroleum Industry Benchmarking Example of Balancing Risk and Reward”, presented at the Phacilitate R&D Leaders' Forum Spring 2007, Philadelphia, PA, March 6, 2007.
Howell, J. I. III, “Managing Corporate Business Performance Using a Disciplined Investment Strategy”, presented at the MarcusEvans Second Annual Conquering New Frontiers in Oil and Gas Exploration Forum, Amsterdam, The Netherlands, March 1, 2007.
DuBois, James R. and Quareles, Andrew, "Insuring the Portfolio Against Large Project Failure", Society of Petroleum Engineers, SPE 8433, Journal SPE Reservoir Evaluation & Engineering Issue Volume 9, Number 6, December Pages pp. 674-680.
Allan, Paul D. , “Decision Granularity: Preserving Uncertainty Information in Data Consolidations”, Society of Petroleum Engineers, SPE 90147. Paper published and presented at the SPE Annual Technical Conference and Exhibition, Houston, TX., Fall 2004.
DuBois, James R., “Portfolio Management Using Questionable Quality Data”, Society of Petroleum Engineers, SPE 90395. Paper published and presented at the SPE Annual Technical Conference and Exhibition, Houston, TX., Fall 2004.
Howell, J. I. III and DuBois, James R.,, “Monitoring and Managing Business Performance from a Portfolio Perspective,” Society of Petroleum Engineers, SPE 84333. Paper published and presented at the SPE Annual Technical Conference and Exhibition, Denver, CO., Fall 2003.
DuBois, James R., and Quarles, Andrew, “Disaster Insurance Using Portfolio Management Techniques,” Society of Petroleum Engineers, SPE 84331. Paper published and presented at the SPE Annual Technical Conference and Exhibition, Denver, CO., Fall 2003. Presented at the 2003 SPE Hydrocarbon Economics and Evaluation Symposium, Dallas, Tx. April 2003 as SPE 82029
Allan, P. D.“Improving the Consistency of Business Performance Through Portfolio Management,”. Presented at the 2003 American Real Estate Society Nineteenth Annual Meeting, Monterey, California. April 2003.
Allan, P. D.“Consistent Performance: Reducing the Impacts of Price Uncertainty Through Portfolio Management Practices,” Society of Petroleum Engineers, SPE 82001. Presented at the 2003 SPE Hydrocarbon Economics and Evaluation Symposium, Dallas, Tx. April 2003.
DuBois, James R., Appropriate Data Resolution for the PM Problem Being Addressed: "When is Good Enough Good Enough? Presented at the First PDI Portfolio Management Forum, March 2003.
Warren., Lillian "Implementing Portfolio Management: People, Process and Tools", Presented at the First PDI Portfolio Management Forum, March 2003.
Pinkney, Joanne. "Gauging the Level of Information Needed for Portfolio Management", Kerr-McGee Oil & Gas Corp. Presented at the IQPC Portfolio Management Conference, Houston, Texas, January, 2003 and at the 2003 SPE Hydrocarbon Economics and Evaluation Symposium, (As SPE 82010) Dallas, Tx. April 2003.
Allan, P. D.“A Portfolio Management Approach to Assessing Acquisition and Divestiture Candidates,” Society of Petroleum Engineers, SPE 71425. Presented at the 2001 SPE Annual Technical Conference and Exhibition, New Orleans, La. Fall 2001.
DuBois, James R., “An Investigation of Risk and Probability in a Portfolio Management Context,” Society of Petroleum Engineers, SPE 71421. Presented at 2001 SPE Annual Technical Conference and Exhibition, New Orleans, La. Fall 2001.
Howell, J. I. III and Tyler, P. A.“Using Portfolio Analysis to Develop Corporate Strategy,” Society of Petroleum Engineers, SPE 68576. Presented at the 2001 SPE Hydrocarbon Economics and Evaluation Symposium, April 2001.
Tyler, P. A., and McVean, J. R.“Significance of Project Risking Methods on Portfolio Optimization Models,” SPE 69594. Presented at the Latin American and Caribbean Petroleum Conference, Buenos Aires, Argentina, 25-28 March 2001.
DuBois, James R. and Howell, John I. III. “The Decision Maker's Dilemma,” Oil and Gas Executive, Vol. 3, No. 4, 2000.
Albers, Jack and Howell, John I. III. “Portfolio Balancing to Achieve Long Term Strategic Goals.” Presented at the Euroforum Meeting, March 1999.
Ball, B.C. Jr. and Savage, S. L.“Holistic vs. Hole-istic E&P Strategies,” Journal of Petroleum Technology, September 1999: 74.
Howell, J. I. III and Anderson, R. N.“Implementing Portfolio Management: Issues, Insights, and Answers?” Society of Petroleum Engineers. Presented at the 1999 SPE Hydrocarbon Economics and Evaluation Symposium, March 1999.
Luehrman, Timothy A. “Strategy as a Portfolio of Real Options,” Harvard Business Review, September-October 1998: 89.
Markowitz, H. Portfolio Selection-Efficient Diversification of Investments, second edition. Malden, MA: Blackwell Publishers, Inc.: 1997.
Hightower, M. L. and David, A. “Portfolio Modeling: A Technique for Sophisticated Oil and Gas Investors,” Society of Petroleum Engineers, SPE 22016. Presented at the SPE Hydrocarbon Economics and Evaluation Symposium in Dallas, Texas, 11-12 April 1991.
Haspeslagh, Philippe. “Portfolio Planning: Uses and Limits,” Harvard Business Review, January-February 1982: 58.