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Author: Iain Fraser Publisher: Project Management Institute ISBN: 1628253738 Category : Business & Economics Languages : en Pages : 136
Book Description
Today there is a gap between organizational strategy and day-to-day management activities. To capitalize on new opportunities, or "getting ahead" rather than just "staying in business," most workplaces need a radical transformation. This transformation can begin with how organizations devise and manage their portfolios. Long underutilized as a mechanism to provide value, portfolio management is now being recognized as an effective approach to bridging these critical business elements. The Business of Portfolio Management offers keys to adopting a new approach to portfolio management that boosts organizational value. A veteran in the field, author Iain Fraser proposes a solution that lies in using the value management framework to link organizational strategy to portfolio content and to delivery mechanisms. In this expansive guide, case study examples illuminate in-depth discussions explaining the value management framework, implementation and delivery techniques, portfolio leadership qualities, key roles and professional development, and change management. Also included is an overview of organizational maturity models to evaluate project, program, and portfolio performance as well as tools and techniques to implement, execute, and measure their benefits and value contribution. To capture success, every organization should ultimately thrive in a culture that embraces its purpose, people, and performance (or the "3Ps to success"), so that aligned activity and empowered people can achieve the confidence to deploy true portfolio management, which is how The Business of Portfolio Management does business that adds value to any organization.
Author: Gerald I. Kendall Publisher: J. Ross Publishing ISBN: 9781932159028 Category : Business & Economics Languages : en Pages : 456
Book Description
Advanced Project Portfolio Management is a comprehensive book which presents a roadmap for the achievement of high value enterprise strategies and superior project management results. It provides methods for best project selection, faster completion, optimal project portfolio management, and how to explicitly measure the PMO for rapidly increasing project ROI.
Author: Scott D. Stewart Publisher: John Wiley & Sons ISBN: 111939743X Category : Business & Economics Languages : en Pages : 800
Book Description
A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and instruction required to meet investor objectives and deliver superior performance. Highlighting a practitioner’s view of portfolio management, this guide offers real-world perspective on investment processes, portfolio decision making, and the business of managing money for real clients. Real world examples and detailed test cases—supported by sophisticated Excel templates and true client situations—illustrate real investment scenarios and provide insight into the factors separating success from failure. The book is an ideal textbook for courses in advanced investments, portfolio management or applied capital markets finance. It is also a useful tool for practitioners who seek hands-on learning of advanced portfolio techniques. Managing other people’s money is a challenging and ever-evolving business. Investment professionals must keep pace with the current market environment to effectively manage their client’s assets while students require a foundation built on the most relevant, up-to-date information and techniques. This invaluable resource allows readers to: Learn and apply advanced multi-period portfolio methods to all major asset classes. Design, test, and implement investment processes. Win and keep client mandates. Grasp the theoretical foundations of major investment tools Teaching and learning aids include: Easy-to-use Excel templates with immediately accessible tools. Accessible PowerPoint slides, sample exam and quiz questions and sample syllabi Video lectures Proliferation of mathematics in economics, growing sophistication of investors, and rising competition in the industry requires advanced training of investment professionals. Portfolio Management provides expert guidance to this increasingly complex field, covering the important advancements in theory and intricacies of practice.
Author: Ludwig B. Chincarini Publisher: McGraw Hill Professional ISBN: 0071492380 Category : Business & Economics Languages : en Pages : 691
Book Description
Quantitative Equity Portfolio Management brings the orderly structure of fundamental asset management to the often-chaotic world of active equity management. Straightforward and accessible, it provides you with nuts-and-bolts details for selecting and aggregating factors, building a risk model, and much more.
Author: Prasad Kodukula Publisher: ISBN: Category : Languages : en Pages : 328
Book Description
Organizational Project Portfolio Management: A Practitioner's Guide offers a generic, practical methodology and tool kit to design, build, and manage a balanced portfolio at any level of the enterprise. These techniques can be used irrespective of business industry, where the portfolio management group is located within the organizational hierarchy, or the type of projects contained. Key Features Discusses how the principles of financial portfolio management are applicable to project portfolios, and outlines the three key steps to achieving a profitable project portfolio: 1) Defining your project investment strategy, 2) Selecting the right projects, and 3) Effectively managing them Presents a model and PPM methodology for a balanced portfolio based on concepts similar to a framework known as the 'balanced scorecard' that allows you to create a balance along any project characteristic such as size, risk, and development time Demonstrates how earned value management techniques can be effectively applied at the portfolio level and addresses risk and uncertainty Explains how to reprioritize projects when resources become limited, utilize key metrics to monitor and manage portfolio performance, and determine whether a project should be continued or terminated Uses a case study to illustrates how you can apply the methods and tools presented throughout the text and includes case study exercises to enhance the learning process WAV TM offers downloadable charts for managing resources, discounted cash flow and Monte Carlo simulation spreadsheets, and worksheets for portfolio and project case examples in the book - available from the Web Added ValueTM Download Resource Center at www.jrosspub.com.
Author: Iain Fraser Publisher: ISBN: 9781628253726 Category : Business & Economics Languages : en Pages : 158
Book Description
The Business of Portfolio Management offers key insights to adopting a new approach to portfolio management that boosts organizational strategy. A veteran in the field, author lain Fraser proposes using a value management framework to link organizational strategy to portfolio content. This expansive guide includes case study examples of in-depth discussions about the value management framework, implementation and delivery techniques, portfolio leadership qualities, Work staff roles, professional development, and change management. Organizational maturity models to evaluate project, program, and portfolio performance and tools and techniques to implement, execute, and measure their benefits are also included. Book jacket.
Author: Larry E. Swedroe Publisher: Macmillan + ORM ISBN: 1429972955 Category : Business & Economics Languages : en Pages : 197
Book Description
Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.
Author: PMP, PgMP, Ginger Levin Publisher: CRC Press ISBN: 1482251019 Category : Business & Economics Languages : en Pages : 334
Book Description
The Project Management Institute (PMI) recently launched a new certification entitled the Portfolio Management Professional (PfMP). The most comprehensive resource available to help readers prepare for and pass the PfMP certification exam, this book provides coverage that is current with The Standard for Portfolio Management, Third Edition. It includes two 170-question practice tests that simulate the certification examination. It also includes answer keys with rational and references to the latest standard. The two accompanying online tests feature a proprietary scoring algorithm to help readers determine their level of proficiency in each domain.
Author: Jay-Hyung Kim Publisher: World Bank Publications ISBN: 1464815291 Category : Business & Economics Languages : en Pages : 279
Book Description
The Public Investment Management (PIM) Reference Guide aims to convey country experiences and good international practices as a basis for decisions on how to address a country-specific PIM reform agenda. The country references are drawn largely from previous diagnostics and technical assistance reports of the World Bank. The application of country diagnostics and assessments has revealed a need to address the following issues when undertaking a country reform in PIM: • Clarification of the definition and scope of public investment and public investment management • Establishment of a sound legal, regulatory, and institutional setting for PIM, making sure it is linked to the budget process • Allocation of roles and responsibilities for key players in PIM across government • Strengthening of guidance on project preappraisal, appraisal, and selection-prioritization procedures and deepening of project appraisal methodologies • Integration of strategic planning, project appraisal-selection, and capital budgeting • Management of multiyear capital budget allocations and commitments • Efforts to address effective implementation, procurement, and monitoring of projects • Strengthening of asset management and ex post evaluation • Integration of PIM and public-private partnership (PPP) in a unified framework • Rationalization and prioritization of the existing PIM project portfolio • Development of a PIM database and information technology in the form of a PIM information system. The PIM Reference Guide does not seek to provide definitive answers or standard guidance for the common PIM issues facing countries. Nor does it seek to provide a detailed template for replication across countries: this would be impossible given the diversity of country situations. Instead, each chapter begins with an overview of the specific reform issue, lists approaches and experiences from different countries, and summarizes the references and good practices to be considered in designing country-specific reform actions.
Author: Georges Hubner Publisher: John Wiley & Sons ISBN: 1119930170 Category : Business & Economics Languages : en Pages : 1095
Book Description
An intuitive and effective desk reference for performance measurement in asset and wealth management In The Complete Guide to Portfolio Performance: Appraise, Analyse, Act, a team of finance professors with extended practical experience deliver a hands-on desk reference for asset and wealth managers suitable for everyday use. Intuitively organized and full of concrete examples of the real-world implementation of the concepts discussed within, the book provides a comprehensive coverage of all important portfolio performance matters across 18 chapters of actionable and clearly described content. The authors have provided relevant cross-referencing where appropriate, “Key Takeaways and Equations” sections at the end of each chapter, and pointers to additional resources for anyone interested in pursuing further research. You'll also find: Discussions of more than a hundred classical and modern performance measures organized logically and with a focus on their applications Strategies for selecting appropriate performance measures based on your situation as a manager or investor Explanations of analytical techniques (statistical approaches, attribution, fund ratings...) enabling a comprehensive use of performance-related information Applications of portfolio performance criteria in concrete investment decision-making processes Highly actionable and logically organized material that's easy to find at a moment's notice A full set of pedagogical powerpoint slides and excel worksheets with all data and formulas Perfect for investors, portfolio managers, advisors, analysts, and regulators, The Complete Guide to Portfolio Performance is also a must-read reference for students and practitioners of asset and wealth management, as well as those pursuing certification such as CFA, CIPM, CIIA, and CAIA.
Author: Iain Fraser
Author: Gerald I. Kendall
Author: Scott D. Stewart
Author: Ludwig B. Chincarini
Author: Prasad Kodukula
Author: Iain Fraser
Author: Larry E. Swedroe
Author: PMP, PgMP, Ginger Levin
Author: Project Management Institute
Author: Jay-Hyung Kim
Author: Georges Hubner