Portfolio Management Process Cycle
Portfolio management is a continuous business process with certain activities invoked during a given year when deemed appropriate by the organization. Selection and authorization of components, for example, can be part of annual planning, or strategic refreshing, with quarterly or semi-annual updates. Performance monitoring of the portfolio is usually continuous. Revising the portfolio mix may be required when disruptions to the organization occur. Once established, the portfolio management process does not end—except when the organization chooses to abandon the portfolio management approach, or the organization ceases to exist.
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