Portfolio management decisions rely on the same foundations of decision quality, the dialogue decision process, and decision analysis -- but the context of optimal resource allocation across many assets is significantly different from strategy or single-decision problems. To many casual observers, portfolio and strategy decisions "just don't look the same." The objective of the course is to introduce participants to a Strategic Portfolio Management (SPM) process.
Participants would work through a case exercise to conduct a small-scale asset valuation and portfolio analysis work with each of the major tools involved in SPM, and use the language and principles of SPM. They would gain understanding that the process or its elements may be applied in different contexts, e.g, "portfolio sweep" to understand value, asset strategy for a subset of the portfolio, corporate strategy to fill gaps, and due diligence for acquisitions.