Portfolio management

Portfolio management involves the selection, prioritization, and control of an organization's programs and projects in alignment with its strategic objectives and capacity to deliver. It aims to balance change initiatives with business-as-usual operations while optimizing return on investment by structuring and managing investments at an organizational or functional level to maximize strategic benefits or operational efficiency

Portfolio management encompasses activities such as asset allocation, diversification, rebalancing, and tax minimization, and it can be carried out through active management, passive management, or factor-based investment management strategies.