Portfolio Management Techniques in a Nutshell: Professional Paper

By: Rania Al-Maghraby

Narrated by: Virtual Voice

Portfolio management is an important discipline within any project-based organization. It's the function that keeps investments in line with the strategic goals intended to be achieved, and continually reviews the balance of costs and resources among all running initiatives. Thus, knowing how to apply several techniques of performing portfolio management tasks is essential to making the whole practice successful and with added value. In this paper, we show some of the core essential techniques used in performing portfolio management activities, ranging from initiatives evaluation and selection, to portfolio balancing and continual review. We explain the steps of performing these techniques, and how results can be interpreted and fed into portfolio decision making. It's out of the scope of this paper to discuss portfolio management practices in details, we focus on applied techniques, and readers are referred to other references for more detailed background on portfolio management as a practice.