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Investment Analysis and Portfolio Management Course (with Excel®)

Financial analysis done right: learn how to rigorously analyse investments & manage portfolios using excel® / google sheets.

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Rigorous curriculum, taught with simplicity.

Discover how to quantity risk, measure expected returns, and optimise your portfolio. work with real world data & take control of the math behind investment analysis., solid foundation, grounded in research, and backed by the math. no guesses., walkthroughs, extensive practical application walkthroughs., practice questions, apply what you learn immediately, all the time., resources galore, mathematical proofs, one page cheat sheets, workable spreadsheets – all included..

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6 Sections to Mastery.

Use our structured learning path to make solid investment decisions, backed by the math., price, risk, & return relationships.

Discover the incredibly powerful relationships between Price, Risk, and Return. Explore what investment management feels like by working with real world data.

Estimate Expected Returns

Explore robust approaches to estimating expected returns of securities. From simple means to advanced Asset Pricing Models for a data driven investment strategy.

Measure Risk and Relationships

Learn how to quantify and measure the total risk, firm specific risk, and market risk of stocks. Measure the relationships between securities.

Measure Portfolio Returns and Risk

Skyrocket your investment expertise by learning how to estimate the returns and risk of multi-asset portfolios while gaining a solid command over the 3 core factors of risk.

Explore Diversification & Optimisation

Explore first hand, how diversification reduces risk for the investor, and how you can minimise the risk of your portfolio.

Decompose Diversification

Revisit asset relationships, and understand why diversification works. Back your investment management & analysis by the math.

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Upon completion of the course, I’d like to compare it to another Finance course I took from a different learning platform. This course is such much more applicable to investing. The layout of the course flows perfectly; it doesn’t seem as if anything is missing in the presentation. The teacher, Vash, is absolutely excellent in his enagagement with the student. I’m looking forward to taking a couple of more courses from Fervent.

The course does not require any preliminary knowledge in mathematics. As a corollary, presented models are the most simple. In particular, portfolio optimisation problem is not considered at this point. However, the course administrator kindly provided convenient references on this subject by request.

I advise this course to everybody who is interested in a gentle introduction to portfolio management.

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The course is taught by Vash. He has over 5,800 hours of professional teaching and training experience and has taught students and professionals across the UK and EU. Vash holds an MPhil in Finance and Econometrics, a MSc in Finance and Accounting, and a BSc in Business and Accounting from Russell Group Universities (Warwick & Exeter, UK).

He takes a student-centric approach to designing and delivering course content, and synthesises academic literature with real world applications. His clients include University students at the Undergraduate, Postgraduate, and MBA levels, as well as professionals ranging from Associates at Big 4 Accounting firms to finance directors at SMEs.

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• How It Works

Who Uses Portfolio Management

• Passive or Active
• Discretionary or Non-Discretionary
• Key Elements
• Common Strategies

The Retirement Security Rule

The bottom line.

• Portfolio Management

Portfolio Management: Definition, Types, and Strategies

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

Yarilet Perez is an experienced multimedia journalist and fact-checker with a Master of Science in Journalism. She has worked in multiple cities covering breaking news, politics, education, and more. Her expertise is in personal finance and investing, and real estate.

Investopedia / Sydney Saporito

Portfolio management is the art of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

Some individuals do their own investment portfolio management. This requires an in-depth understanding of the key elements of portfolio building and maintenance that make for success, including asset allocation, diversification, and rebalancing.

Key Takeaways

• Portfolio management involves building and overseeing a selection of assets such as stocks, bonds, and cash that meet an investor's long-term financial goals and risk tolerance.
• Active portfolio management requires strategically buying and selling stocks and other assets to beat the broader market's performance.
• Passive portfolio management seeks to match the market's returns by mimicking the makeup of an index or indexes.
• Investors can carry out strategies to aggressively pursue profits, conservatively attempt to preserve capital or a blend of both.
• Portfolio management requires having clear long-term goals, understanding any tax-code changes from the Internal Revenue Service, knowledge of the investor's risk tolerance, and a willingness to examine investment options.

Understanding Portfolio Management

Professional licensed portfolio managers work on behalf of clients, while individuals can build and manage their own portfolios. In either case, the portfolio manager's ultimate goal is to maximize the investments' expected return within an appropriate level of risk exposure.

Portfolio management requires the ability to weigh the strengths and weaknesses, opportunities and threats of a spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety.

Portfolio management is a critical investment practice used by two types of entities: individual and institutional investors . These categories have distinct strategies, goals, and resources. Understanding the different approaches and needs of these two types of investors can provide greater insight into how portfolio management techniques are applied across the financial spectrum.

Individual investors often focus on personal wealth and future needs, managing smaller amounts of money with varying degrees of professional assistance. In contrast, institutional investors manage large-scale assets with a professional approach tailored to fulfill specific financial obligations and institutional goals. Both groups, however, aim to improve their returns by managing their portfolios to tailor them for specific circumstances and financial objectives.

Individual Investors

Individual investors have a range of personal goals, risk preferences, and resources. Their objectives include saving for retirement, accumulating wealth for large purchases, funding education for children, or building an emergency fund. Each goal requires a different strategy or risk profile.

The risk tolerance as well as investment knowledge among individual investors varies greatly. In addition, their approach to managing investments can range from highly engaged active trading and rebalancing to relying on automated or professional management. As financial markets have evolved and technology has widened access to investment information, individual investors have had wider prospects to tailor their investment strategies to meet their personal financial objectives.

Institutional Investors

Institutional investors are entities that pool large sums of money and invest those funds into various financial instruments and assets: pension funds, endowments, foundations , banks, and insurance companies. Each has specific objectives and constraints that influence their portfolio management strategies. Many institutional investors have long-term financial obligations that cause them to focus on long-term growth and sustainability over short-term gains.

In addition, institutional investors are often under strict regulatory oversight to ensure they manage their beneficiaries' funds responsibly. Moreover, ethical and social governance issues increasingly influence their investment decisions. Risk management is a crucial part of the work of an institutional portfolio manager since these entities must balance the need for profitability with the imperative of preserving capital to meet future liabilities.

Institutional investors' investment approaches are typically conservative compared with individual investors, focusing on long-term stability, capital preservation, and meeting future obligations. Indeed, each type of institutional investor has distinct strategies and objectives, but all share the common goal of responsibly managing large pools of capital to meet the needs of their stakeholders.

Passive vs. Active Management

Portfolio management can be either passive or active.

Active vs. Passive Portfolio Management

Approach : Hands-on

Cost Implications : More costly

Performance : Historically, over long periods, underperforms

Approach : Hands-off

Cost Implications : Less costly

Performance : Historically, over long periods, performs like the market

Passive management is the set-it-and-forget-it long-term strategy. It may involve investing in one or more ETFs. This is commonly referred to as indexing or index investing. Those who build indexed portfolios may use modern portfolio theory to help them optimize the mix.

Active management involves attempting to beat the performance of an index by actively buying and selling individual stocks and other assets. Closed-end funds are generally actively managed, as are many mutual funds. Active managers may use any of a wide range of quantitative or qualitative models to aid in their evaluation of potential investments.

Active Portfolio Management

Investors who use an active management approach have fund managers or brokers to buy and sell stocks in an attempt to outperform a specific index, such as the Standard & Poor's 500 Index or the Russell 1000 Index. Often, these investors will also use portfolio management software to help them track their investments.

An actively managed investment fund has an individual portfolio manager, co-managers, or a team of managers actively making investment decisions for the fund. The success of an actively managed fund depends on a combination of in-depth research, market forecasting, and the expertise of the portfolio manager or management team.

Portfolio managers engaged in active investing pay close attention to market trends, shifts in the economy, changes to the political landscape, and news that affects companies. This data is used to time the purchase or sale of investments to take advantage of market irregularities. Active managers claim that these processes will boost the potential for returns higher than those achieved by simply tracking the holdings on a particular index.

Trying to beat the market inevitably involves market risk. Indexing eliminates this particular risk, as there is less probability of human error in selecting the index stocks. Index funds are also traded less often, which means that they incur lower expense ratios and are more tax-efficient than actively managed funds.

Passive Portfolio Management

Passive portfolio management, also referred to as index fund management, aims to duplicate the return of a particular  market index  or benchmark. Managers buy the same stocks that are listed on the index, using the same weighting that they represent in the index.

A passive strategy portfolio can be structured as an ETF, a mutual fund, or a  unit investment trust . Index funds are branded as passively managed because each has a portfolio manager whose job is to replicate the index rather than select the assets bought or sold.

Management fees assessed on passive portfolios or funds are typically far lower than active management strategies.

Discretionary vs. Non-Discretionary Management

Another critical element of portfolio management is the concept of discretionary and non-discretionary management. This portfolio management approach dictates what a third-party may be allowed to do regarding your portfolio.

A discretionary or non-discretionary management style is only relevant if you have an independent broker managing your portfolio. If you want the broker to execute trades that you have explicitly approved, you must opt for a non-discretionary investment account. The broker may advise you on strategy and suggest investment moves. However, without your approval, the broker is simply an advisor who must follow your instructions.

Meanwhile, some investors would prefer placing all the decisions in the hands of their broker or financial manager. In these situations, the financial advisor can buy or sell securities without the approval of the investor. The advisor still has a fiduciary responsibility to act in their client's best interest when managing their portfolio.

Key Elements of Portfolio Management

Asset allocation.

The key to effective portfolio management is the long-term mix of assets. Generally, that means stocks, bonds, and cash equivalents such as certificates of deposit. There are others, called alternative investments, such as real estate, commodities, derivatives, and cryptocurrency.

Asset allocation is based on the understanding that different types of assets do not move in concert, and some are more volatile than others. A mix of assets provides balance and protects against risk.

Investors with a more aggressive profile weigh their portfolios more toward volatile investments such as growth stocks. Investors with a conservative profile weigh their portfolios toward stabler investments such as bonds and blue chip stocks.

Rebalancing captures recent gains and opens new prospects while keeping the portfolio in line with its original risk-return profile.

Diversification

The only certainty in investing is that it is impossible to always predict winners and losers. The prudent approach is to create a basket of investments that provide broad exposure across different assets.

Diversification involves spreading the risk and reward of individual securities within an asset class, or between asset classes. Because it is difficult to know which subset of an asset class or sector is likely to outperform another, diversification seeks to capture the returns of different sectors over time while reducing volatility.

Real diversification is made across various classes of securities, sectors of the economy, and geographical regions.

Rebalancing

Rebalancing returns a portfolio to its original target allocation at regular intervals, usually annually. This is done to reinstate the original asset mix when the market movements push it out of kilter.

For example, a portfolio that starts with a 70% equity and 30% fixed-income allocation could, after an extended market rally, shift to an 80/20 allocation. Investors have made a good profit, but the portfolio now has more risk than investors with that balance can tolerate.

Rebalancing generally involves selling high-priced securities and putting that money to work in lower-priced and out-of-favor securities. The annual rebalancing exercise allows investors to capture gains and expand their chances for growth in high-potential sectors while keeping the portfolio aligned with the original risk-return profile.

Tax-Efficiency

A potentially material aspect of portfolio management relates to how your portfolio is shaped to minimize taxes in the long term. This is relevant for retirement accounts, how long securities are held on for, and which securities are held.

For example, certain bonds may be tax-exempt. This means that any dividends earned are not subject to taxes. Meanwhile, consider how the IRS had different rules relating to short-term or long-term capital gains taxes. For individuals earning less than $41,675 in 2023, their capital gains rate may be $0. Meanwhile, a short-term capital gains tax of 15% may apply if your income is above this IRS limit.

Portfolios include investments across cash accounts, 401(k)s, IRAs, and other retirement accounts.

Common Portfolio Management Strategies

Every investor's specific situation is unique. Therefore, while some investors may be risk-averse, others may be inclined to pursue the greatest returns (while also incurring the greatest risk). Very broadly speaking, here are several common portfolio management strategies an investor can consider:

• Aggressive : An aggressive portfolio prioritizes maximizing the potential earnings of the portfolio. Often invested in riskier industries or unproven alternative assets, an investor may be willing to risk losses. Instead, investors are looking for a "home run" investment by striking it big with a single investment.
• Conservative : Meanwhile, a conservative portfolio relates to capital preservation. Extremely risk-averse investors may adopt a portfolio management strategy that minimizes growth but also minimizes the risk of losses.
• Moderate : A moderate portfolio management strategy blends an aggressive and conservative approach. In an attempt to get the best of both worlds, a moderate portfolio still invests heavily in equities but also diversifies and may be more selective in what those equities are.
• Income-oriented : Often the option of choice for retired investors, this is for those who wish to live in part off their portfolio returns. These returns could come from bond coupons or dividends.
• Tax efficiency: As discussed above, investors may be inclined to focus primarily on minimizing taxes, even at the expense of higher returns. This may be especially important for high earners who are in the highest income tax bracket. This may also be a priority for young investors who have a very long way until retirement. By getting started with a Roth IRA , these investors can grow their portfolio over time and face no federal taxes on these funds when they retire.

When building and managing investment portfolios, it's crucial to understand the regulatory environment that governs financial advice. One significant aspect of this landscape is the Department of Labor's April 2024 fiduciary rule, known as the Retirement Security Rule , which has been undergoing legal challenges since its introduction. Slated to take effect in September 2024, the legal process has paused that for now.

In July 2024, two Federal District Courts in Texas issued orders staying the effective date of the new fiduciary rule. This rule was set to redefine when a financial professional is considered a fiduciary under the Employee Retirement Income Security Act ( ERISA ) and the Internal Revenue Code regarding when people provide advice for retirement accounts such as 401(k)s and IRAs.

The rule is intended to protect investors from conflicts of interest over their retirement accounts. Specifically, the rule states that a financial services provider must act as an investment advice fiduciary if any of the following applies:

• They make investment recommendations to an investor related to retirement;
• The recommendation is provided for a fee or other compensation; or
• The provider states that they are acting as a fiduciary or makes the recommendation in a way that would lead a reasonable investor to believe that they make the recommendation based on the investor's best interest.

Due to the court stays, the financial services industry remains subject to the previous five-part test from a 1975 DOL regulation. Under this standard, professionals are considered a fiduciary when providing investment advice if they meet all the following criteria:

• Renders advice : The individual renders advice as to the value of securities or other property, or makes recommendations on investing in, purchasing, or selling securities or other property.
• Regular basis : The advice is provided on a regular basis.
• Mutual agreement : There is a mutual agreement, arrangement, or understanding with the plan or a plan fiduciary that the advice will serve as a primary basis for investment decisions.
• Individualized advice : The advice is individualized based on the particular needs of the plan.
• Primary basis for decisions : The advice will serve as a primary basis for investment decisions.

This standard has been criticized for being too narrow, potentially allowing some financial professionals to avoid fiduciary responsibility even when providing important investment recommendations. The new DOL fiduciary rule, stayed by the court orders, would significantly broaden the scope of who is considered a fiduciary when providing investment advice.

Unlike the five-part test, the new standard would consider a much wider range of recommendations as fiduciary advice, including one-time recommendations such as those for IRA rollovers. It would eliminate the "regular basis" and "mutual agreement" requirements, meaning that even a single instance of advice could trigger fiduciary status.

The new rule would also expand the types of compensation that could create conflicts of interest, requiring more financial professionals to follow the fiduciary standard when recommending products or services for retirement accounts. This change aims to provide stronger protections for retirement savers by ensuring that more financial professionals are legally obligated to act in their clients' best interests, particularly in scenarios like rollover recommendations that can have significant long-term impacts on retirement savings.

For individual investors, this development underscores the importance of understanding the nature of their relationship with financial advisors. It's crucial to know whether your advisor is acting as a fiduciary and what standards of care they are required to meet when providing investment advice, particularly for retirement accounts.

Challenges of Portfolio Management

Whatever strategy is chosen, portfolio management always faces several hurdles that often can't be eliminated entirely. Even if an investor has a foolproof portfolio management strategy, investment portfolios are subject to market fluctuations and volatility. The best management approach can still suffer from significant losses.

Though diversification is an important aspect of portfolio management, it can also be challenging to achieve. Finding the right mix of asset classes and investments to balance risk and return requires an in-depth understanding of the market and the investor's risk tolerance. It may also be expensive to buy a wide range of securities to meet the desired diversification.

To devise the best portfolio management strategy, an investor must first know their risk tolerance, investment horizon, and return expectations. This requires a clear short-term and long-term goal. Because life circumstances can quickly and rapidly change, investors must be mindful of how some strategies limit liquidity or flexibility. In addition, the IRS may change tax regulations, forcing you to change your investment strategy.

Lastly, portfolio managers charge fees. The portfolio manager must often meet specific regulatory reporting requirements, and managers may not have the same views of the market as you do.

How Do I Determine My Risk Tolerance?

Determining your risk tolerance involves assessing your willingness and ability to endure market volatility and potential losses. This can be influenced by your financial goals, investment time horizon, income, and personal comfort with risk. Tools like risk tolerance questionnaires can help quantify your risk tolerance by asking about your reactions to hypothetical market scenarios and your investment preferences. In addition, thinking back to your past investment experiences and consulting with a financial advisor can provide a clearer understanding of the kinds of investments that are right for you in terms of your risk tolerance.

What Is Asset Allocation?

Asset allocation involves spreading the investor's money among different asset classes so that risks are reduced and opportunities are maximized. Stocks, bonds, and cash are the three most common asset classes, but others include real estate, commodities, currencies, and crypto. Within each of these are subclasses that play into a portfolio allocation.

What Should I Do If My Portfolio Has Significant Losses?

If this happens, it's important to avoid panic selling and instead assess the situation calmly. Start by reviewing your investment strategy to ensure it still aligns with your long-term goals and risk tolerance. Consider whether the losses are because of market volatility or fundamental changes in the assets you hold. Rebalancing your portfolio might be necessary to maintain your desired asset allocation. Diversifying your investments can also help mitigate future risks. Consulting with a financial advisor can give you guidance and help you make informed decisions about how to recover from your losses and adjust your strategy if needed.

How Do I Evaluate How My Portfolio Is Doing?

Evaluating the performance of your portfolio involves comparing its returns against benchmarks (typically indexes that offer a mix like you're aiming for in your portfolio) and considering your investment goals. Data to review include total return, your risk-adjusted return, and the performance of individual assets relative to their respective indexes. It's also important to review the consistency of your returns over time and whether your portfolio is making progress toward your objectives.

Anyone who wants to grow their money has choices to make. You can be your own investment portfolio manager, or you can hire a professional to do it for you. You can choose a passive management strategy by putting your money in index funds. You can also try to beat the markets by actively managing your portfolio.

You'll want to pay attention to the basics of portfolio management: pick a mix of assets to lower your overall risk, diversify your holdings to maximize your potential returns, and rebalance your portfolio regularly to keep the mix right.

S.K. Parameswaran. " Fundamentals of Financial Instruments: An Introduction to Stocks, Bonds, Foreign Exchange,and Derivatives ," Pages 114–120. John Wiley & Sons, 2022.

Internal Revenue Service. " Topic No. 409 ."

Department of Labor. " Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries. " Accessed Aug. 7, 2024.

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Project Portfolio Management

This guide to ppm is brought to you by projectmanager, the project management software trusted by 35,000+ users worldwide..

What Is a Project Portfolio?

What is project portfolio management (ppm), project portfolio management vs project management, the project portfolio management process, what does a project portfolio manager do, 5 project management processes for ppm.

• Project Portfolio Management Software

Must-Have Features of Project Portfolio Management Software

How to use portfolio management software, project portfolio management roles & hierarchy, which industries and organizations benefit from ppm, project portfolio management (ppm) key terms.

A project portfolio is a collection of projects, programs and processes that are managed together and optimized for the financial and strategic goals of an organization. A portfolio can be managed at either the functional or the organizational level.

Unlike a project, which has a defined end goal or deliverable, a portfolio represents a more strategic planning commitment to continuously optimizing the allocation, prioritization and scheduling of resources across many projects.

Project portfolio management (PPM) is the analysis and optimization of the costs, resources, technologies and processes for all the projects and programs within a portfolio. Project portfolio management is typically carried out by portfolio managers or a project management office (PMO).

Related: 15 Free PMO Templates for Excel and Word

The key focus of PPM is to make sure that all the outcomes in the portfolio support the strategic goals and business objectives of the organization. The project portfolio manager or PMO does this through business analysis, reviewing budgets and forecasting while minimizing risk and managing stakeholder expectations.

Project portfolio management tools (PPM tools) are often used to collect and analyze that data to ensure that their project portfolio is aligned with the overall strategic planning and goals of the organization. ProjectManager has powerful, yet intuitive, tools for managing project portfolios. Track all your projects with a customized dashboard, manage your portfolio on a roadmap, even allocate resources across your projects. It’s easy to do all this and more with ProjectManager. Try it free.

ProjectManager’s portfolio dashboard is one of its many PPM tools .

In the hierarchy of business management, project portfolio management is the link between project management, which we will define briefly below, and enterprise management, which deals with the overriding vision, mission and strategic planning of the organization.

To understand where project portfolio management and project management differ, we must first define each and explore the areas where they diverge.

Project management is, quite simply, the management of a project. A project is a temporary endeavor that results in a product or service. It has a beginning and an end. Project goals are defined, and tasks are broken down into a schedule. Cost and budgets are set; resources are assigned, and stakeholders are reported to.

Project portfolio management, on the other hand, is a higher level approach that orchestrates, prioritizes and analyzes the potential value of many projects and programs in a portfolio to manage them simultaneously and optimize resource management. The goal of the portfolio management process is to manage and leverage the life cycle of investments, initiatives, programs, projects and outcomes to best reach the overall goals and objectives of an organization. Therefore, project management is a subset of project portfolio management. It leads to the ultimate objective, which is meeting the strategic goals of the organization.

There are five basic project portfolio management steps:

1. Define Business Objectives

Before you start thinking about portfolio management, you’ll need to understand your organization’s business objectives and strategic goals. The idea is that your project portfolio aligns with the strategic planning of your organization, so you’ll need to check if its financial objectives and customer value are good enough for your organization.

As a project portfolio manager you’ll need to reach an agreement about the strategic goals of the project portfolio with stakeholders, and then proceed to establish valuation criteria for project selection .

2. Collect Project Ideas for Your Portfolio

Once you’ve defined your portfolio’s strategic goals it’s time to start building it. To do so, you’ll need to start collecting projects. Those could be in-progress projects or project ideas that are similar enough to be managed simultaneously. Gather project management data and prepare the valuation criteria to choose the best.

3. Select the Best Projects for Your Portfolio

To determine which are your best projects for your portfolio, you’ll need to do a cost benefit analysis and use your valuation criteria. This valuation criteria will measure the amount of value that each project brings into the portfolio.

There are a variety of aspects that can go into the project selection scoring criteria, such as the payback period, net present value, or risk level.

4. Validate Project Portfolio Feasibility

Now that you’ve chosen the projects that are the best fit for your portfolio, it’s time to do a feasibility study that takes into account all the financial risks, capacity planning and resource management constraints.

Doing this will guarantee your project intake process prioritizes the best projects while also considering what is feasible considering the available resources of your organization.

5. Execute and Manage Your Project Portfolio

Now you’ll need to coordinate the execution of the projects and programs in your portfolio simultaneously by working with project and program managers.

Related: Free Multiple Project Tracking Template for Excel

Project portfolio managers oversee the management of the project portfolio which includes approving or rejecting project and program ideas. They are responsible for getting a return on investment and meeting the goals and objectives of their organization. The project portfolio manager can be tasked with managing one or more portfolios.

The job is done by working with various portfolio management tools, financial algorithms and models to help the project portfolio manager align the projects to strategic goals of the organization. They are further guided by a set of valuation criteria and standards that help them through the portfolio management process.

Project portfolio managers are often involved with the PMO , which also sets the processes and standards for the portfolio. The project portfolio manager and PMO can also provide direction on what project management methodologies are used, whether traditional waterfall or an agile framework when managing the project.

Project portfolio management requires a balance of resources, time, skills, budgets, risk mitigation and running the projects in the portfolio frugally and expediently without sacrificing quality. Managers do this through the use of five key project management processes.

• Change Management : Identifying and prioritizing change requests. These can be feature requests, business strategy, regulatory requirements, etc., based on business strategy, capacity planning, demand, financial and operational constraints.
• Risk Management : Identifying risks in projects that make up the portfolio, and developing a risk management plan to mitigate uncertainty within the project portfolio.
• Financial Management: Managing financial resources related to the projects in the portfolio and demonstrating financial results of the portfolio in relation to the organization’s business goals and strategic objectives.
• Pipeline Management: Ensuring project proposals are in the pipeline and using valuation criteria to determine if they’re worth executing.
• Resource Management : Efficiently and effectively using an organization’s limited resources, from materials and equipment to people and financial resources.

Project portfolio management software is a tool designed to centralize the management and maintenance of a project management portfolio. With the increasingly large amount of data now associated with a single project, let alone a portfolio, the use of portfolio management software has become a necessity for project managers.

Portfolio managers and project management offices (PMOs) use portfolio management software to gather data, analyze information and use the results to better manage the portfolio and achieve the goals of their organization. Typical PPM software offerings are also used for portfolio optimization to better achieve the financial goals of the organization. Managers or PMOs use portfolio management software to find complementary processes, methods and technologies that will help each project succeed and the portfolio flourish. Microsoft Project is one of the most commonly used project management software, but it has major drawbacks that make ProjectManager a better choice for project management, program management and portfolio management.

Desktop vs. Online Project Portfolio Management Software

Managing a portfolio is like keeping many plates spinning at once. To keep up, you need robust project portfolio management software. The question is, what kind should you go for?

In terms of features, desktop and online software applications, at this point, are on an even playing field. It depends on the product, of course; but for the most part, both offer similar PPM tools. The major differences are price, security and speed. For example, desktop portfolio management software tends to cost more and require a license for each team member. This can add up.

Pros of Desktop PPM Software

Security on a desktop, even one linked to an office intranet, is likely better than many online services. Performance for a cloud-based software depends on your internet connection, and if your service goes out you’re out of luck. This, obviously, is not a concern for desktop apps.

Pros of Cloud-Based PPM Software

Online apps are monopolizing the project management sector, and for good reason; they excel at connectivity, collaboration and real-time data. So long as your team has an internet connection, they can use the tool—no matter where they are. This creates a platform where even distributed teams can work together anywhere and at any time. As teams update their status, you get live data that is more accurate and timely to help make effective decisions.

See All Your Projects Together

A Gantt chart is a visual tool that helps plan and schedule a project, but it can also be used as a roadmap to view all the projects in your portfolio on a single timeline. This helps managers find synergy between projects and work to make the portfolio more effective and efficient.

Get Live Data Across Portfolio

Being able to monitor your project portfolio is key to keeping it on track. A portfolio dashboard collects information on all your projects, calculates that data and then displays it in easy-to-read graphs and charts that can be read at a glance.

Use Detailed Data to Make Better Decisions

Better data leads to better strategies when managing your portfolio. Managers need a tool that can mine information from their project portfolio and present them with detailed reports. Being able to share and filter those reports to target the information your stakeholders want to see is also key.

Keep Team’s Tasks Balanced

Project portfolios work at the task level. To get the level of performance you need, your teams have to have the right number of tasks. Balancing their workload keeps your portfolio progressing as planned, so you need a portfolio tool with a feature to track who’s working on what.

Easy Change of Assignments

If you’re using the roadmap or dashboard, and see that there’s a need to reassign a task, the last thing you want is to have to go into another application to adjust a project in your portfolio. With a task management feature, you can stay in one tool.

View Your Portfolio in Real Time

The sooner you know something, the faster you can act. This can make the difference between taking advantage of an opportunity and missing a deadline. With online portfolio management software, you see what’s happening as it happens and can respond quickly to take advantage.

Projects are hard enough to manage, and a portfolio of them even more so. It’s many times more complex and requires robust project portfolio software. In this section, we will use ProjectManager as an example on how to use portfolio management software.

If you want to follow along, then sign up for a free 30-day trial of ProjectManager. Once you’ve got our PPM software up and running, follow these steps.

1. Set Goals & Objectives

Having goals and objectives for your project portfolio is important, as it gives portfolio managers a target to hit when trying to increase their return on investment and keep risk at bay.

Start by writing down the goals and objectives for each project in your portfolio. There will likely be a number of detailed project management documents describing these projects. Attach them to our portfolio management software, which has unlimited file storage.

2. Group Related Projects

Grouping projects in a portfolio and creating reports around them collectively, rather than individually, gives portfolio managers the data they need to make better business decisions about costs, resources and more.

Keep all the projects in your portfolio together in our overview section. Compare status, budget and more of everything in your portfolio, all in one place. Now you can use resource allocation to boost one of the projects that might be underperforming.

3. Create Milestones

Milestones mark the end of one major phase and the beginning of another. They can be easily inserted on the Gantt chart, where they’re represented by a diamond symbol.

Set milestones and break up your projects into more manageable parts. This boosts the team’s morale by giving them a series of successes as they work through their tasks. Managers can use milestones as a means to measure progress.

4. Set Dependencies

Tasks are not all the same. Some can’t start until another has finished, or must start or finish at the same time. It’s important to know which of your tasks are dependent to keep the portfolio healthy.

Link dependent tasks by dragging one to the other to avoid blocking teams. This prevents these dependent tasks from falling through the cracks during the execution of the project. Once you have set dependencies, you can filter by critical path .

5. View Roadmap

When managing a portfolio, it’s important to keep the big picture in sight. Without it you can easily get lost in the weeds and fall behind schedule.

Keep goal-minded with the roadmap tool, which places all the projects in your portfolio on one Gantt chart. See every project on a timeline and quickly discern if there are any conflicts and resolve them before they interfere with the goals and objectives of your organization.

6. Balance Resources

Workload represents what your team has been assigned, in terms of their tasks. If you overburden one team member, they’ll not be as productive and morale will suffer.

See the planned effort for every team member working across your portfolio in a color-coded chart that shows who has too many hours assigned and who has too few. Then you can reallocate their hours right from the same page, improving efficiencies.

7. Track Portfolio Progress

A dashboard is a tool that graphically depicts various project metrics, so you can see how your project is performing. It’s a high-level view that can alert you of issues to address before they become problems.

Use our cloud-based dashboard to see your portfolio’s progress in real time. Mini-dashboards appear for each project that offer important metrics such as progress, budget and costs. You can also customize the dashboard to show only certain projects, and you can create reports based on projects that are filtered in this manner.

8. Analyze & Present Reports

Status reports are a way to measure the current state of your project. They communicate important data to stakeholders, keeping them updated. They also maximize portfolio performance.

Use the built-in reporting tool for a deep dive into project data to see progress and measure performance. A portfolio status report is perfect for stakeholder presentations. If they have questions, the status report can be filtered to bring up just the information they’re interested in.

9. Collaborate with Stakeholders

Collaboration means working together to increase productivity. This can be at the task level for teams, or on an executive level. Ideally, it’s practiced throughout every department in an organization.

Project portfolio managers have the tools they need to stay in touch with every project manager leading a project in your portfolio. Get in touch with anyone by tagging them in a comment. They’ll get an email notification. Alerts can be customized, so your inbox doesn’t get cluttered.

Project Portfolio Management Tools

With software moving from the desktop to the cloud, project portfolio management grew more efficient and effective. Some of the features that serve portfolio managers are the following:

• Online Gantt Charts
• Real-Time Dashboards
• Shared Calendars
• Time Tracking and Timesheets
• Project Groups
• Dynamic Reporting
• Collaborate with Remote Teams
• Resource Management

The following is a hierarchical listing of the team members involved in managing and executing a project portfolio.

• Board Member: Members of the board are responsible for governing an organization and bear the legal responsibility for the organization. Their skills and experience help guide the organization to achieve its vision.
• Project Portfolio Manager: This individual manages the plans, development and implementation of the portfolio, keeping in mind best practices to make sure that the portfolio is performing as expected and right what is preventing that.
• Program Manager: Programs differ from portfolios in that all the projects collected under it are related. Therefore the program manager’s role is similar to that of the portfolio manager, coordinating the projects in the program to work together to achieve their shared objective.
• Project Sponsor: This position is usually held by a manager or an executive who is tasked with being accountable for the project. They are the hub that connects the project to the business and those responsible for making large strategic decisions for the organization.
• Project Owner: This person is the one who is usually working with the sponsor and is responsible for the project’s implementation. Therefore, they usually come from the business unit that is getting the final deliverable for the project.
• Project Manager: They are responsible for the planning, scheduling, monitoring and reporting of a project. They also assemble and lead a team hired to execute the plan. They build the budget, manage resources, etc.
• Project Coordinator: Working under the project manager, they take smaller tasks off the project manager’s desk to free them up for larger managerial responsibilities. Mostly, this means that the project coordinator is handling administrative duties.
• Team Member: Hired because of skills and experience related to the project, these individuals are assigned tasks and oversee their completion. They meet regularly with the project coordinator or project manager, to whom they update their status.

Any industry that is working on multiple projects at the same time benefits from the discipline of project portfolio management. That’s a lot of industries and organizations.

Some of the industries and organizations that are reaping the rewards from using project portfolio management include:

• Computer software
• Hospitals and healthcare
• Construction, automotive
• Financial services and banking
• Service and staffing recruiting
• Telecommunications
• Government administration

The following is a mini-glossary of project portfolio terms that have been used in this guide.

• Portfolio Management: Controlling a portfolio of projects to make sure they align with the overall strategic goals and objectives of an organization.
• Program Management: Managing a portfolio of projects with the same aim as portfolio management, only the projects in the portfolio are all similar or related.
• Project Management: Planning, executing, monitoring and reporting on one project, from start to finish, including controlling scope, costs and schedule.
• Project Management Office (PMO): Group within an organization that’s tasked with maintaining standards for project management within that organization, often oversells portfolio and program management.
• Change Control Management: Process to identify and successfully respond to change in a project or portfolio.
• Portfolio Reporting: Creating charts, graphs and other reporting documentation to communicate progress and other portfolio metrics.
• Risk Management: Identifying and resolving risk before it happens and after.
• Resource Management: The process of allocating resources throughout the life cycle of the portfolio.
• Pipeline Management: Making decisions for estimating and selecting which projects to fund that align with an organization’s strategy.
• Financial Management: Understanding each project’s unique risk and using this knowledge to make decisions across the entire portfolio.

All these factors and more make it clear that project portfolio management is a methodology that can serve any organization with a portfolio of projects. And, with ProjectManager , you have the best PPM tool in the market to fully take advantage of all these business benefits.

Sign up for your free 30-day trial and start managing your portfolios better.

Start My Free Trial

Project Portfolio Management Resources

• Project Closure Template
• RACI Matrix Template
• Communications Plan Template
• Best Project Portfolio Management Rankings
• Project Management Trends (2022)
• 5 Benefits in Adopting PPM (Project Portfolio Management)
• What do Portfolio Managers do?

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From strategic planning to demand intake, portfolio prioritization, and project execution, we have resources to help you improve your portfolio management. Dig into our helpful guides, how-to walk-throughs, and templates to get started managing your portfolio like a pro. 

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Portfolio management is the art and science of managing an investor’s portfolio of investments in order to maximize the returns, minimize the risk and achieve the objectives as stated in the investor’s investment strategy.  

Portfolio management starts with defining the strategy of investment for the investor, it then goes on to decide the budget and resources of the investor within the purview of which the investment needs to be done. The next step is to identify the required returns (the expectations) and the risk appetite of the investor, that is, the amount of risk the investor is willing to take while investing.  

The portfolio manager then goes on to allocate the assets to the investor, investing in an appropriate mix of assets such as equity, fixed-income securities, derivatives, real estate, bullion, mutual funds, and hedge funds. It then has to identify and allocate respective investments within the asset class like which sector in equities and which stock in the sector. 

The portfolio manager then seeks to balance the portfolio so as to achieve the objective of risk and return. The portfolio manager then assesses the performance of the portfolio and monitors if the portfolio meets the specified objectives. The next step is to review the performance and make appropriate changes so that the objectives, if met, are maintained and if not net, are met in the future.  

What is Fixed Income?

Fixed income refers to any security or investment that yields a regular stream of income (or cash flow) for the investor.

If a lender lends some money to a borrower and receives an annual interest payment, this is a fixed-income investment for the lender. The most common type of fixed-income investment is bonds and debentures that are issued by corporate entities or government entities and yield fixed sources of cash flow.

Fixed-income securities include bonds (with fixed coupon rates), preferred stocks, or pensions that guarantee fixed cash flows for the investor. 

Terminology:

The Issuer is the entity that issues the fixed income security and would be paying the fixed sum of money to the investor. The issuer is basically the borrower of funds.

The Principal is the amount of money that is raised by issuing the fixed-income security (e,g, a bond)

The coupon is the fixed rate of interest that is paid on the security

Maturity is the total period for which the amount is raised and during which the fixed income will flow to the lender (or investor)

The indenture is the contract that states the terms and conditions of the transaction.

Of late, derivatives have also been designed based on these fixed-income securities. 

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Portfolio management involves the strategic management of an investor's investment portfolio to maximize returns, minimize risk, and achieve specified investment objectives outlined in the investor's strategy. It begins by defining the investment strategy, determining the investor's budget and available resources for investments, and assessing the investor's risk appetite and return expectations.

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Course info, instructors.

• Dr. Peter Kempthorne
• Dr. Choongbum Lee
• Dr. Vasily Strela
• Dr. Jake Xia

Departments

• Mathematics

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• Applied Mathematics
• Probability and Statistics

Learning Resource Types

Topics in mathematics with applications in finance, lecture 16: portfolio management.

Description: This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations.

Instructor: Dr. Jake Xia

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Portfolio Management Assignment Help

A number of colleges and institutions across the world offer portfolio management Assignments which are designed to create an understanding of the different concepts related to investment analysis and portfolio management. The Assignments cover Portfolio risks and returns, portfolio planning and its construction and many more things.

Our finance expert with immense expertise in the field of banking and finance is going to deliver you a clear understanding of portfolio management (PM). By the end of this article you will know what the word ‘portfolio’ means, the concept of Portfolio Management, who can be referred to as a portfolio manager, what does Portfolio Management service consist of, what are the various types of Portfolio Management, objectives with which portfolios are made, and the importance of Portfolio Management. For more such content, visit{" "} Assignmenthelp.net .

Without further ado, let’s begin... Shall we?

So, what do you understand by the term{" "} PORTFOLIO ?

A portfolio can be referred to as a group of different investible instruments like shares, FDs, bonds and other cash equivalents. All the instruments consolidated together, particularly based on the income of the investor, the amount he can afford to invest, his appetite for risk and the convenient time frame he wants to hold it for. It is built in a manner that it balances the probability of bad performance of one or more investments with the good performance of other investments.

To put it simply, a person who owns more than one security is said to have a portfolio of investments. The major aim of the person owning the portfolio is to maximize profitability from the portfolio by a selection of investible instruments that have the potential to give decent returns.

According to the theory of modern portfolio, the investment risk reduces considerably when various kinds of securities are included in a diversified portfolio.

Have look at some facts on Portfolio.

• A portfolio consists of many investment vehicles with the inherent risks involved.
• A variety of choices related to buy or sell of shares, mutual funds, and/or other securities is involved in the framing of a portfolio. Also, the investors are required to take decisions related to the number of units and the timing of transactions and the same needs to be determined beforehand.

PORTFOLIO MANAGEMENT

Portfolio Management is known as the science and art of selecting the apt combination of investible instruments and policies in the right proportion, matching investments to goals, allocation of assets for individuals and institutions, to generate optimum returns while stabilizing the investment risk against investment performance.

In a layman’s language, in portfolio management, a person gives a portfolio manager their money to invest in diverse assets and use their expert knowledge to manage it in a way so that the overall capital is maximized with the aim of maximizing return in accordance with the investor’s appetite for risk.

Portfolio management must be done in a manner in which the ratio of risk-return of the investor is perfectly adhered to with respect to the profit that will be earned and the period of holding of the investment instruments.

UNDERSTANDING PORTFOLIO MANAGEMENT

Portfolio management is the most important skill required for the management of investments efficiently and effectively. In portfolio management, the distinct feature of each investment avenue is inspected and analyzed. Funds are allotted in various investment alternatives with respect to the goals of the investment.

Investment in more and more assets, with different characteristics, facilitates diversification of the risk and thereby maximizes the returning appetite of the portfolio. Diversification of risk does not necessarily imply that the risk associated will be completely eliminated.

However, the most optimal portfolio isn’t devoid of market risk, one can only reduce risk. As there is a decrease in the degree of risk, there is a reduction in the expected returns as well.

The optimum portfolio management method works on the concept of balancing risk by minimizing risk and maximizing returns within the investor’s holding span of time.

THE KEY COMPONENTS OF PORTFOLIO MANAGEMENT

• Allocation of Asset:

A mixture of assets with long term perspective is fundamental to optimum portfolio management. It must be understood that different volatility rates are associated with different assets. A low correlation is required in the allocation of assets so as to maximize the profile of risk-return of the investor.

In general, the investors who are aggressive go for more volatile investments whereas stable investments are undertaken by investors who have a conservative nature.

• Diversification of assets:

One primary prudent approach in investing is to make a collection of securities that will give a wide impact within the className of an asset as the determination of winners and losers in a consistent manner isn’t possible. The distribution of risk and reward within the category of an asset is termed as diversification. Diversification facilitates the capturing of potential returns of all the subsets of an asset className. Proper diversification is necessary as it is tricky to find which specific subcategory of an asset className has the probability of outperforming another asset.

• Rebalancing

It is a method used to align the returns of a portfolio to the target for which was initially determined for it, at regular periods of time. Retainment of the security mix is of significant importance as it best reflects the profile of risk and return of the concerned investor and reduces the risk of exposure of the portfolio to the movements of the market which can lead to a higher risk or a lesser probability of return.

For instance, a portfolio has an initial asset mix of debt-equity in 30/70 ratio but because of the movements in the market, the allocation shifted to a ratio of 80/20 that surpasses the risk tolerance level of the investor.

Rebalancing nearly always calls for the exclusion of costly but less worthy security and the inclusion of the low-priced but cheap or out-of-favor security. This process of annual repetition which rebalances provides investors the opportunity to tap on gains and extend the investment in assets sectors towards classes that show higher potential for increased growth and simultaneously maintain the portfolio of the investor well aligned with the respective risk and return measurement.

KINDS OF PORTFOLIO MANAGEMENT

There are mainly the following kinds of portfolio management:

• Passive management involves the creation of a fixed portfolio in alignment with the market trends.
• Active management refers to the active management of the funds of a portfolio by an individual manager or a group of managers on the basis of hard-core research of the investment avenues.
• Discretionary portfolio management refers to giving complete authority to the portfolio manager to invest the corpus of funds according to his understanding on behalf of the investor. The manager is responsible for all the investment requirements, documents, paperwork, filing, etc.
• Non-discretionary portfolio management is the method in which a portfolio manager can just suggest his client what’s right and what’s not, what’s advantageous or disadvantageous for him, but the ultimate decision depends on the client. However, the investor himself is thus responsible for the profit or loss so incurred, while the portfolio manager just gets a commission for rendering his respective service.

OBJECTIVES OF PORTFOLIO MANAGEMENT

While framing a portfolio, the portfolio manager must make a note of the investor’s expectations. The selection of one or more of these is dependent on the individual preferences of the investor.

• Portfolio managers cater to the tailored and customized investment needs of the investors.
• Portfolio management provides investment alternatives to people in accordance with their income, budget, age, time frame and risk tolerance.
• Portfolio management works on the principle of risk reduction through diversification.
• Portfolio management schemes facilitate both tax planning and tax saving.
• Diversification of funds helps in both capital appreciation and safeguard of the principal amount invested.
• Portfolio management offers liquidity, marketability, diversification and consistent returns.

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Let us now understand who a portfolio manager is and what work needs to be done in portfolio management.

PORTFOLIO MANAGER

A portfolio manager is a professional person who grasps the financial requirements of his client and accordingly frames an investment plan for him which is subject to his earning and risk appetite. The portfolio manager makes all the investments on behalf of his vested client and thus his role is considered to be a challenging, responsible and answerable one.

Portfolio manager decides the assets in which investment has to be made, then matches investments to their respective goals, allocates those className of assets to both individual people and companies, and tries to balance the risk of assets against their performance. All the aforementioned steps are done by him with the help of a skilled team of analysts and researchers.

PROCESS OF PORTFOLIO MANAGEMENT

So how is Portfolio Management done?

Market survey is done by the fund managers on various schemes and their past performances. They also make use of their experience and knowledge and accordingly chip in the available funds. These facilities can be availed through financial institutions, banking institutions, and fund managers.

Portfolio management is not a one-time thing. The portfolio needs to be managed on a regular basis. Also, the client needs to be given regular updates regarding the changes in the market as well as in the fund. Portfolio management essentially involves the following stages:

• Security Analysis is the first step for creating a portfolio where the factors of risk and return of individual securities are assessed. It also involves calculating how correlated they are.
• Portfolio Analysis : In this step, analysis of the prospective investment securities is done and portfolio managers try to figure out how many portfolios that can be made. The selected portfolio will be known as a feasible portfolio.
• Portfolio Selection : From the group of feasible portfolios, the one which aligns with the risk appetite of the client is sorted by the portfolio manager. The selected portfolio will be termed as an{" "} optimal portfolio.
• Portfolio Revision : After the selection of the optimum portfolios, a close watch is kept on the performance of the portfolio by the fund manager to be sure of decent returns.
• Portfolio Evaluation : This is the final phase of portfolio management where the portfolio’s performance is evaluated for a predetermined time frame, in the context of the returns earned and the risk associated with the portfolio.

Now that you have understood what is a portfolio and how it is managed, let us try to understand the working of portfolio management with the help of the model mentioned below, which is followed by an example.

One of the primary management tools is the Capital Asset Pricing Model (CAPM) which was developed by Harry Markovitz, an American economist in the 1950s. The following formula of CAPM is used to calculate the potential return percentage of an investment tool based on its vested risk appetite:

er = rf + β (rm - rf)

where, rm = Expected market returns

er = Expected Returns

β = Risk measure

rf = Risk free rate

Let’s look at an example.

Sara is an experienced and active portfolio manager with a remarkable track record in fund investing, and she is working in a prominent fund management firm. Sara tracks the historical data of the feasible portfolios to be included in her clients’ portfolios. She believes that simply tracking an investment index won’t add any significant value to the portfolio and she prefers to follow the market trends and implement the apt investment strategy according to the investment needs of each investor.

PORTFOLIO {" "} VALUE

Furthermore, as Sara is an aggressive portfolio manager she likes to invest in securities and diversify her clients’ portfolios by the allocation of risk over riskier investment avenues. One of her current portfolios has a total value of around $6,48,49,145; out of which Sara invests $6,21,48,832 in closed-end funds, $5,77,285 in ETFs, and $21,23,028 in stocks.

This is an example of an aggressive portfolio as there isn’t any investment in mutual funds and bonds. Only in the cases that Sara has risk-aversive clients, she would select to shift stocks for bonds and consequently lower the percentage of stock holding in the given portfolio.

We hope that now you have an overview of{" "} portfolio management and its related concepts. Our finance experts work with the sole motive of providing you an in-depth conceptual clarity on everything related to the world of{" "} accounting and finance . If you want a{" "} custom-written finance {" "} report , you may hire our finance experts to get step by step guidance and support from our end. Furthermore, we also offer{" "} 24*7 free professional guidance {" "} and consultation to our clients. You can always rely on Assignmenthelp.net to get an answer to all your academic troubles. Our{" "} subject experts are just a click away.

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Portfolio Tracking Assignment

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Project portfolio management 101

Project portfolio management helps you organize data and highlight crucial information during project life cycles inside each portfolio, which saves time and increases efficiency. In this article, learn how you and top-level executives can get a bird’s-eye view of all your business project life cycles and remove barriers to high-level performance.

If you manage various initiatives across different teams and departments, you know how hard capturing and sharing results can be. 

Project management tools offer a way to organize and execute work for one initiative, but you need project portfolio management to gain clarity across teams and departments.

Your team needs structure, and your stakeholders need to see results. Project portfolio management is the brain of the operation. This organizational model helps you organize data and highlight important details during project life cycles within an entire portfolio of projects.

What is project portfolio management (PPM)?

Project portfolio management (PPM) is the centralized management of multiple projects. With project portfolio management, you gain visibility across projects and initiatives to connect your team’s daily to-dos with your company’s organizational strategy. 

In other words, it’s a method to “bridge the gap between strategy and implementation,” according to the Project Management Institute (PMI).

The value of PPM lies in uncovering and prioritizing projects that offer the best return on investment. Then, follow up by implementing the resources necessary to take them on.

How does project portfolio management work?

Once the project selection process has concluded, the project portfolio management (PPM) group actively monitors the entire portfolio of projects to ensure alignment with the organizational goals. In larger organizations, this strategic alignment is often coordinated through a project management office (PMO) or an enterprise PMO for organizations with multiple PMOs assigned to separate projects.

Poorly performing projects require immediate attention as they can negatively impact the performance of other initiatives within the portfolio of projects. Here, the PPM group, or PMO, is tasked with assessing each project's feasibility and making tough choices about the best project to advance or pause. These decision-makers are responsible for maintaining a balance between individual project success and the collective health of the entire portfolio, making sure each contributes positively and maximizes business value.

Project portfolio management vs. project management

Both project management and portfolio management are subsets of work management , which is a systematic approach to coordinating work throughout your organization—from projects and ongoing processes to routine tasks—to drive clarity.

Project management is ideal for:

Planning, managing, and executing one specific initiative

Team collaboration for one project

Assigning roles and responsibilities for the project team

Task management

Project portfolio management is great for:

Managing multiple projects and large-scale initiatives

Coordinating across cross-functional teams

Assessing the best projects for your organization and resources

Organizing, forecasting, and tracking your team’s priorities

Easily visualizing progress across initiatives for executive stakeholders

Clearly defining and connecting daily work to strategic planning objectives

Staying on top of business goals

Risk management and mitigation

Why is project portfolio management important?

Project portfolio management acts as a gatekeeper between your team’s time and the influx of potential projects. The goal is to assess which projects will generate the highest return on investment and which are aligned with organizational goals. 

Without the oversight of project portfolio management, your team may take on too many projects simultaneously. This can result from improper resource allocation or a disorganized project manager, leading to bottlenecks and inefficiencies in the system, which is a clear indication of poor portfolio management. 

Instead, think of PPM as your personal mission control dashboard. It keeps everything accessible, so the quality of work stays high and each team can hit their goals.

In short, project portfolio management keeps your business agile.

What industries benefit from project portfolio management?

Project portfolio management frees up time and streamlines efficiency across teams. When your company manages different projects simultaneously, staying organized is non-negotiable. Project portfolio management is not geared toward any specific industry—if your company handles a portfolio of projects, your team will benefit from PPM.

Popular industries that benefit from good project portfolio management include:

Information technology

IT teams often have large budgets with smaller teams. Keeping an eye on your team’s workflow prevents errors and over-utilization. Keep tasks on time and use data to drive profitability.

Marketing teams often need their attention on many moving pieces. From e-commerce to websites, there is a lot to keep track of. Keeping the pulse on the company’s objectives as a whole rather than one piece of the puzzle makes project portfolio management ideal.

Construction

Project portfolio management is incredibly beneficial in the construction industry, especially in meeting regulatory requirements and executing the strategic planning of resources and timelines. Every phase of a construction project demands careful sequencing and adaptation to changes throughout the project life cycle. Project portfolio management supports the team while keeping an eye on the whole picture.

Financial services

Precision is the cornerstone of the financial services industry. There is no room for error between banks, credit unions, and credit card companies. Adapting and utilizing project portfolio management ensures that quotas are met, documents are accounted for, and teams are equipped with the tools necessary to get the job done right.

Portfolio manager responsibilities—and other PPM roles

Just like project management, there are some key PPM roles and responsibilities. With these roles, you can ensure everyone understands their responsibilities within the project team and every other team member. 

The project portfolio manager

As you might expect, the project portfolio manager is the person creating and managing the project portfolio. 

As the project portfolio manager, you may not be the project manager for the entire portfolio of projects, but it’s your job to ensure the projects within your portfolio are up-to-date and have relevant recent status updates. You are responsible for keeping tabs on each project life cycle and providing support where needed. Plan to check in frequently with individual project managers to develop a cadence for project status reporting .

The executive stakeholders

Executive stakeholders are any team members or company executives who need a high-level view of what’s happening across the portfolio’s initiatives. For example, if you’re managing a team within the marketing department, the CMO, or head of marketing, might be an executive stakeholder in your portfolio.

The program manager

A program manager has a similar role to a project portfolio manager. The main difference between the two roles and management techniques is that a program manager is in charge of related projects, while a project portfolio manager might not be. 

For example, a program manager might manage multiple projects related to a specific product marketing launch. In contrast, a project portfolio manager would manage multiple projects within the marketing department, which might not be directly connected.

The project manager

Yes, there are still project managers in project portfolio management! Project managers can own individual projects within the larger portfolio. The project portfolio manager may also own and manage some projects, depending on the size and scope of the portfolio.

The project team members

Everyone working on the projects in the portfolio is part of the project team . Your project team may be a cross-functional group of members from various departments within your company, or they could be traditional team members. The main difference between a “project team” and a “team” is that a project team is a group that works together for the duration of a project before disbanding.

The benefits of project portfolio management

Project portfolio management is part of a larger system of work: work management . When used correctly, PPM helps you and relevant decision makers get a bird’s-eye view to make better strategic planning decisions. Teams that use project portfolio management software benefit from:

Increased visibility

Added strategic alignment

High-level, holistic planning and forecasting

At-a-glance insights

More time for creative and strategic work

Real-time project progress

Quicker decision-making

Project data automation

Gain clear reasoning for project methodology

Project portfolio management software

To get the best results from project portfolio management software , you need a tool that keeps your strategy and daily to-dos connected, provides a quick overview, and updates in real-time. 

There are three must-have project portfolio management software features:

1. Real-time project status updates

One principal value of project portfolio management is the ability to get an overview of the progress of every project within the portfolio. To do so, ensure your project portfolio management tool offers reporting features at both the project and portfolio levels. That way, executive stakeholders can get at-a-glance insight at the portfolio level, then drill down into any project-specific status updates where necessary.

2. Timeline and dependency tracking

Because a portfolio consists of many complex projects, make sure your project portfolio management software offers a way to view the timeline of each. You should be able to view any dependencies and adjust if something is off. With a Gantt chart-like view , you can identify key milestones and dates for every project and ensure things are moving smoothly.

3. Workload management

Workload management can help you develop and track your resource management plan . With workload management tools , you clearly understand your project team's responsibilities and deliverables across all of the projects within the portfolio. 

If you need to change or optimize your resource management plan, you can visualize who has the bandwidth and who is close to burnout on the team.

Best project portfolio management practices

Project portfolio management works best when you maintain an updated, real-time portfolio. As the project portfolio manager, it’s your job to check in with the individual project managers regularly and confirm their projects’ data is accurate. That way, you and any executive stakeholders can identify any at-risk or off-track projects and course-correct while ensuring on-track projects are accurately aligned with your company’s strategic objectives.

Project portfolio management processes

Many moving pieces go into the project portfolio management process. It is a continuous effort that requires careful planning to identify, track, and manage projects. The focus is to always deliver high-quality projects that are aligned with business objectives. To get started with PPM, follow these five steps:

Step 1: Align your portfolio to business objectives

PPM can help you connect daily work to strategic objectives—but for you to do that most effectively, you need to know what strategic objectives you’re connecting to. 

If your company sets yearly or quarterly goals, you may have various objectives ranging from revenue goals to churn reduction targets. Clarify which strategic goals, or OKRs , your portfolio is contributing to and how.

Key takeaway: Determine how your project portfolio will support specific company goals.

Step 2: Add projects

Your portfolio should include all relevant projects. Make sure you add the right projects and prioritize them in order of importance, if applicable. As the project portfolio manager, take some time to connect with the individual project managers to align on how each project in the portfolio connects to your strategic goals. Finally, confirm that there are no related projects that you haven’t included in your portfolio.

Key takeaway: Organize your portfolio by adding projects important to your overall business strategy. Communicate with project managers and explain how their projects contribute to the overall plan.

Step 3: Share your portfolio with executive stakeholders

A portfolio is a tool to help you align with your project managers and better prioritize project work. It also provides executive stakeholders with a dashboard of all initiatives across your department. Make sure they have easy access to your PPM software. When executives get real-time insight into project progress, they’re empowered to make better decisions.

Key takeaway: Keep stakeholders informed by sharing an overview of initiatives.

Step 4: Get real-time project updates

Make sure your project managers regularly update their individual projects. That way, your portfolio becomes your team’s mission control for all initiatives. You can see these in one place to better visualize dependencies, identify new project opportunities, and help projects at risk.

Key takeaway: Keep your team accountable for updating projects regularly, so your overview accurately represents project workflows.

Step 5: Use your portfolio for resource management

In addition to helping you and key stakeholders stay up-to-date on project progress, a portfolio is a powerful tool for resource management.

During the project planning stage of each project, you’ll likely have created a resource management plan . But if you see a project falling off track in your portfolio overview, you can redistribute available resources across projects to address that issue.

Ensure your PPM software offers workload management tools to increase resource allocation and redistribution visibility.

Key takeaway: Use project portfolio management software that monitors project timelines and dependencies . This allows you to prioritize and allocate resources effectively. 

The best tools for project portfolio management

Project portfolio management is a vital component of business planning that enables project managers to estimate a project's potential revenue before it even begins. Before making any pivotal decisions, businesses may put the pieces of a project together with the help of a PPM tool. 

Here are a few of the best:

Decision tree analysis

A decision tree is a flowchart that begins with a single central concept and branches out according to the outcomes of potential choices. The model often resembles a tree with branches, hence the term "decision tree."

These trees are employed in decision tree analysis, illustrating a difficult decision's probable results, expenses, and effects.

Cost-benefit analysis

A cost-benefit analysis enables you to assess the financial benefits of a choice, so you can evaluate whether it is worthwhile to proceed with it. It's a helpful tool when you want to prevent bias in your decision-making process, particularly when you have to make a significant choice that will affect the success of your team or project.

Priority matrix

A priority matrix classifies tasks or projects according to criteria, such as effort and urgency, and allows team members to rapidly decide what to tackle first. It takes the guesswork out of where energy should be allocated and prevents important tasks from slipping through the cracks.

See the big picture with project portfolio management

PPM is the best way to collaborate with and across your team. Get a bird’s-eye view of all your initiatives in one place to track the right metrics in the right place.

Ready to try project portfolio management? Learn more about Asana Portfolios to help you effortlessly connect all of your initiatives in one place.

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Portfolio Management Assignment Help

A portfolio is a collection of securities investment which usually belongs to the same person or company. Portfolio management is the managing of a range of financial stock securities such as shares, bonds, mutual funds and cash so as to attain maximum profits from the investments within a specific time period usually one financial year. It should be done in consideration of the investment plan of the investor and their allocated budget. It entails quantifying of risk of the portfolio securities so as to ascertain which securities should be disposed, acquired and retained to ensure optimal profitability of the portfolio at any one time. It may require an expert intervention to manage stock exchange securities investments.

Effective portfolio management calls for regular investment to keep the portfolio growing. It also requires the dexterity of tackling many financial goals and objectives in order and priority of importance and with performance of the securities in perspective. It calls for rebalancing a portfolio to restore the mix of securities investments in alignment with long term targets.

Types of portfolios

• Active Portfolio Management: Portfolio managers are actively involved in the buying and selling of securities.
• Market portfolio; contains many various securities investments and assets in the world financial market with each assets weighed for its presence in the market.
• Discretionary Portfolio management; The portfolio manager is controlled by the client. The client gives the portfolio manager the authorization to take care of the clients financial needs and issues the portfolio manager with money. The portfolio manager is allowed to make decisions on behalf of the client.
• Non-Discretionary Portfolio management services: The portfolio manager merely advises the client and the client makes the decisions. The portfolio manager cannot make decisions.
• Passive Portfolio Management: The portfolio manager deals with a fixed portfolio matching the market. Zero investment portfolio; attained by buying and selling equivalent investment securities.

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