Portfolio management refers to the process of making investment decisions and managing a collection of investments (a portfolio) to achieve specific financial goals. Portfolio management is typically performed by investment professionals, such as financial advisors, wealth managers, or investment managers.
The goal of portfolio management is to balance risk and return by diversifying investments across different asset classes, industries, and geographical regions. This helps to spread out risk and increase the chances of generating positive returns over the long term.
Key Features
The process of portfolio management typically involves the following steps:
The key elements of project portfolio management enable organizations to connect strategic plans to the execution of projects, giving leaders a mechanism to ease project selection decisions. Following the primary steps of the portfolio management, organizations can begin to build what PMI says is the ultimate goal of the process: “a focused, coordinated, and executable portfolio of projects that will achieve the goals of the organization.”
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