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Research in progress

Portfolio Theory for Humanitarian Organizations

Allocation under uncertainty when mission constraints change the portfolio problem.

Status
Research in progress
Version
Working research
Date
2026
Authors
Aryan Patel

Abstract

An investigation into whether portfolio reasoning can help humanitarian organizations allocate limited resources across programs and regions while accounting for uncertainty, concentration, and diminishing marginal benefit.

Research question

Where can portfolio methods clarify humanitarian allocation, and where do mission constraints make the analogy fail?

Methods

  • Allocation across programs and regions
  • Concentration analysis
  • Diminishing marginal benefit
  • Mission and donor constraints
  • Robust allocation under uncertainty

Data

Public humanitarian and nonprofit sources; provenance is recorded as the work proceeds.

Results

Research in progress. No completed finding is claimed.

Limitations

Humanitarian objectives, donor restrictions, and uncertain impact may limit the transfer of financial portfolio methods.

Code availability
Internal during active research.
Data availability
Public sources; project-specific release not yet complete.
AI disclosure
AI-assisted software supported literature retrieval, code generation, analysis, critique, and drafting. Deterministic systems produced and checked estimates. A human researcher retained responsibility for the question, design, interpretation, and release.
Reproduction status
Internal validation during active research.