Portfolio management in action
Standard 21504
Practical sheet REF: FIC1514 V1
Portfolio management in action
Standard 21504

Author : Martine MINY

Publication date: October 10, 2015 | Lire en français

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2. Portfolio management in action

In chapter 5, the standard goes into detail on the various activities inherent in portfolio management. Here are a few key points.

2.1 An iterative process

The text highlights the need to put in place a process that will constantly ensure the coherence and balance of the portfolio, as well as its compliance with the objectives assigned to it by the organization.

Here we find a description of the necessary steps such as :

  • content definition ;

  • identification of current and future components ;

  • evaluation and selection ;

  • validation of strategic alignment and risk exposure;

  • ...
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