Portfolio Management A practical guide
Portfolio Management A practical guide
For Project, Programme and Portfolio Managers
Portfolio Management
A practical guide
Association for Project Management
Association for Project Management Ibis House, Regent Park
Summerleys Road, Princes Risborough Buckinghamshire HP27 9LE
? Association for Project Management 2019
First edition 2019
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, without the express permission in writing of the Association for Project Management. Within the UK exceptions are allowed in respect of any fair dealing for the purposes of research or private study, or criticism or review, as permitted under the Copyright, Designs and Patents Act, 1988, or in the case of reprographic reproduction in accordance
with the terms of the licences issued by the Copyright Licensing Agency. Enquiries concerning reproduction outside these terms and in other countries
should be sent to the Rights Department, Association for Project Management at the address above.
British Library Cataloguing in Publication Data is available. Paperback ISBN: 978-1-903494-86-8 eISBN: 978-1-903494-87-5
Cover design by Fountainhead Creative Consultants Typeset by RefineCatch Limited, Bungay, Suffolk in 10/14pt Foundry Sans
Contents
List of figures and tables
vii
Preface
viii
About this guide
x
The authors
xii
Acknowledgements
xiii
Executive summary
xiv
1 Introduction to portfolio management
1
1.1 Fundamentals of portfolio management
1
1.2 How portfolio management contributes to organisations
2
1.3 Signs your organisation might benefit from portfolio
management
3
1.4 Where does portfolio management fit within the organisation? 4
2 Adopting portfolio management and the organisational
context
7
2.1 The strategic plan
7
2.2 Portfolio governance
10
2.3 Sponsorship and stakeholder engagement
13
2.4 Portfolio management and management of risk
14
2.5 Portfolio management ROI and benefits management
18
2.6 Portfolio management of projects with different delivery
methodologies
19
3 Portfolio management core processes
22
3.1 Construct and prioritise the portfolio
22
3.2 Develop, monitor and control the portfolio
28
3.3 Manage and deliver programmes and projects
31
3.4 Review the portfolio
31
v
Contents
3.5 Reporting on the portfolio
33
3.6 Assessing the performance of the portfolio
36
4 Implementing portfolio management
40
4.1 Business drivers for portfolio management ? understanding
the business imperative
40
4.2 Introducing portfolio management
42
4.3 Establishing portfolio management
46
4.4 Governance roles and relationship to organisational
governance
48
4.5 How to measure early success
53
4.6 Challenges for portfolio management
53
5 Recommended focus areas
58
Appendix Summary roles and responsibilities
60
Glossary
63
vi
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- sample investment proposal morgan stanley
- target retirement portfolios fidelity investments
- business sample portfolio purdue global
- investment analysis and portfolio management
- portfolio management a practical guide
- fund manager quick start guide
- 1 6 solving investment portfolio problems
- let s start today just the facts investing
- working with model portfolios morningstar
- building an income portfolio that lasts a lifetime
Related searches
- best portfolio management software
- personal portfolio management software
- best investment portfolio management software
- portfolio management software for individuals
- personal stock portfolio management software
- portfolio management software free
- investment portfolio management system
- investment portfolio management tools
- free investment portfolio management software
- best personal portfolio management software
- stock portfolio management software free
- investment portfolio management software