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Six Best Practices for Effective Portfolio Management

Effective investment portfolio management is crucial to the success of any organization, as it helps decide what gets funded and what doesn’t. Historically, many organizations focused exclusively on near-term cost control to meet capital spend and short-term earnings targets. However, this approach can potentially lead to extinction in the digital age.

Organizations today require an integrated approach to managing their investment portfolios. To optimize performance across the entire enterprise, business units can no longer operate in siloes. The focus must now be on selecting initiatives that maximize the value delivered to the organization overall.

Download this white paper to learn more about effective investment portfolio management through best practices, such as:

  • Creating a strategic decision-making framework
  • Establishing a value-based culture
  • Developing value-based business cases
  • Optimizing portfolios to targets
  • Adapting to change
  • Tracking benefits to continuously improve

About the Author

Copperleaf provides decision analytics to companies managing critical infrastructure. Headquartered in Vancouver, our solutions are distributed and supported by regional staff and partners worldwide.

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