Portfolio Analysis

Portfolio analysis

SciVal’s Portfolio Analysis helps you gain insight into the most essential yet most challenging information to track – the spending and performance of the projects within your and other funders’ portfolios.

Portfolio Analysis enables you to answer significant questions such as:

  • What did we fund?
  • What have we not funded?
  • What have institutions with similar missions to ours funded?
  • How can we report on our spending in a consistent and reproducible way?
  • How can we define new programs?
  • What should we fund next?

Portfolio Analysis integrates your funding agency’s own information with publication data from Scopus® and awarded grants data from SciVal® Funding.

The world’s largest abstract and citation database of peer-reviewed literature, Scopus includes 45.5 million records and over 19,000 titles. SciVal Funding is the most comprehensive source of funding intelligence, with over 2.46 million awarded grants and 14,000 active funding opportunities from more than 4,500 sponsors worldwide.

By applying the Elsevier Fingerprint Engine to these data, Portfolio Analysis helps your Program Officers and Portfolio Managers fulfill their responsibilities by enabling them to make informed decisions about their portfolios.

Understand your portfolio inside and out

Ensure comprehensive and consistent reporting by determining funding in each category in your portfolio and identifying the top researchers, articles, grants and funded organizations. Use this intelligence to strategically plan which areas of research to fund next.

Assess the overlap and differences between your projects and those funded by other organizations within a specific category. Find out which of your PIs are involved in projects funded by other agencies to avoid duplication.


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Is Portfolio Analysis a stand-alone tool or can it be integrated into a grants management processing system?

Like the other SciVal solutions for funding agencies, Portfolio Analysis can function as a stand-alone tool or it can be integrated into the institution’s grants management processing system. For more information on how Portfolio Analysis can be integrated into an existing system, please
contact us.

Which institutional data sources can be incorporated into Portfolio Analysis?

Institutions can incorporate data on awarded grants, publications and HR data into Portfolio Analysis.

Are trials of Portfolio Analysis available?

Yes, Elsevier offers trials of Portfolio Analysis. Participating institutions are required to provide sample grant data which we will use to populate the trial account. For more information contact us.

Was Portfolio Analysis originally developed by Collexis?

Yes, Portfolio Analysis was originally developed by Collexis. Elsevier acquired Collexis in 2010 in order to expand the SciVal suite of performance, planning and funding solutions. By combining Elsevier’s content with Collexis’ semantic technology, Elsevier has been able to provide institutions and researchers with new ways to collaborate, showcase accomplishments and improve grant related workflow efficiencies. The acquisition of Collexis accelerates Elsevier’s ability to help researchers and decision-makers establish, execute, and evaluate research and funding strategies as well as improve their return on investment.

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