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Portfolio management helps project selection, sets priorities and controls the operational, functional activities.

By doing portfolio management, businesses can improve in many ways, such as:

  • Funds Allocation:By Portfolio Management, you can allocate funds at different levels so that you can accept maximum return or investment
  • Risk Management:By proper data and market analysis, you’ll be in a stage to predict something. With the help of data, you can find those risk factors
  • Achieve Business Objective:By portfolio management, it is feasible to focus on the business objective

Portfolio management professionals contend there are several keys to success. These include:

  • Define business objectives.
  • Clarifying business objectives is a critical first step in project portfolio management
  • Inventory projects and requests
  • Prioritize projects
  • Validate project feasibility and initiate projects
  • Manage and monitor the portfolio

A prime objective of portfolio management is to minimize investment turnover because the short-term stock market is irrational, volatile, and capricious.

Aside from the volatility, there are tax advantages to holding onto investments. The profits on long-term investments are taxed at a lower rate than short-term investments, and dividends from those investments are often taxed at a lower rate than distributions from recent additions to your portfolio.

Diversifying is also recommended. By diversifying, you’re spreading your risk across different sectors, industries, management styles, and geographic regions. When something negative happens—a company goes bankrupt or a natural disaster affects industries in a certain region—the impact will only hit a segment of your portfolio. You will feel the negative effects, but not as intensely as you would have if you had put all your money in that one company or region.

Want to learn more? Tonex offers Portfolio Management Fundamentals training, a 3-day course that offers a systematic method to generating and management of a project portfolio.

This course teaches participants to comprehend the importance of portfolio management as well as determine and describe the portfolio stakeholder tasks and responsibilities and outline and apprehend a portfolio management procedure.

Additionally, Tonex offers over five dozen other courses in Business Skills. Training covers everything from business writing and briefing skills to SOW Writing and Risk Management. Here are just a few of our courses in Business Skills:

Strategic Planning and Management Training (3 days)

Time Management and Organizational Skills (2 days)

Writing for Engineers, Scientists and Technical Managers (2 days)

Scope Management and Baseline Development (2 days)

Conflict Management Training (1 day)

Corporate Social Responsibility Training (2 days)

For more information, questions, comments, contact us

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