Portfolio Management


Portfolio management requires making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. The concept explores these in more detail and offers a few case studies on how companies across different sectors benefit from it.

Technique Overview

Portfolio Management Definition

Portfolio management is a corporate, strategic level process for coordinating successful delivery across an organisation’s entire set of programmes and projects. The total set of programmes and projects within an organisation is known as the ‘portfolio’ and this represents a complete picture of the organisation’s commitment of programme and project resources and investment to delivering its strategic objectives (OGC, 2004).

Portfolio Management Description *

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Business Evidence

Portfolio Management Strengths *

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Examples of Portfolio Management *

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Business Application

Portfolio Management Implementation *

Success Factors of Portfolio Management *

Measures of Portfolio Management *

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Professional Tools

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Further Reading

Portfolio Management Web Resources *

Portfolio Management Print Resources *

Portfolio Management References (4 of up to 20) *

  • Aptech (2003) Brown Brothers Harriman: GAUSS Case Study. [Online] Available at: www.aptech.com/pdf/GAUSS_CaseStudy_BBH.pdf.
  • BCG (2007) Measuring Innovation 2007: A BCG Senior Management Survey. [Online] Available at: www.bcg.com/documents/file15066.pdf.
  • Burnes, B. (2009) Managing Change. (5th Ed.) Pearson Education, Essex, UK.
  • Cooper, G.R., Edgett, J.S. and Kleinschmidt, J.E. (2001) Portfolio Management for New Product Development: Results of an Industry Practices Study. R&D Management, Vol. 31(4), pp. 361-80.

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