Tango Connect 2024

CURRENT CHALLENGES IMPACTING PORTFOLIO PLANNING

• Slide 1: Next Generation Portfolio Planning
• Slide 2
• Slide 3: Your presenters
• Slide 4: agenda
• Slide 5: Current challenges impacting portfolio planning
• Slide 6: Current challenges impacting portfolio planning
• Slide 7: Building performance standards
• Slide 8: Building performance standards (bps)
• Slide 9: Building performance standards
• Slide 10: Building performance standards
• Slide 11: Building performance standards
• Slide 12: Enriching portfolio decisions with data
• Slide 13: Enrichment data
• Slide 14: Enrichment data – census / demographics
• Slide 15: Enrichment data – demographics by drive time
• Slide 16: Enrichment data – education
• Slide 17: Enrichment data – business count by segment
• Slide 18: Enrichment data – business count by size
• Slide 19: Enrichment data – business sq. ft. by segment
• Slide 20: Enrichment data – crime
• Slide 21: Enrichment data – localized gdp
• Slide 22: Enrichment data – unemployment rate
• Slide 23: Enrichment data – climate (strong wind losses)
• Slide 24: Enrichment data – climate (hail events)
• Slide 25: Achieving better portfolio planning outcomes
• Slide 26: Portfolio planning process
• Slide 27: Gathering supply
• Slide 28: Forecasting demand
• Slide 29: refining demand
• Slide 30: measuring demand
• Slide 31: Achieving a balance
• Slide 32: What we've can learn from retail
• Slide 33: Path to optimal deployment
• Slide 34: Benefits achieved applying ai/ml
• Slide 35: Question & answer
• Slide 36: Client Case Study