Portfolio Management: Don't Forget the SWOT

The fundamental objective of?portfolio management?is to help select best?investment?options as per one's income, age, time horizon and risk appetite.

The entire process is based on the ability to make sound decisions. Typically, such a decision relates to – achieving a profitable investment mix, allocating assets as per risk and financial goals and diversifying resources to combat capital erosion.

Primarily,?portfolio management?serves as a SWOT analysis of different investment avenues with investors’ goals against their risk appetite. In turn, it helps to generate substantial earnings and protect such earnings against risks.

SWOT (strengths, weaknesses, opportunities, and threats) analysis is a framework used to evaluate a?company's competitive position?and to develop strategic planning. SWOT analysis assesses internal and external factors, as well as current and future potential.

Analysts are generally positive regarding a SWOT analysis. That’s because a SWOT analysis is designed to facilitate a realistic, fact-based, data-driven look at the strengths and weaknesses of an organization, initiatives, or within its industry.

Still, the organization also needs to do its part to render a SWOT effective. The organization needs to keep the analysis accurate by avoiding pre-conceived beliefs or gray areas and instead focusing on real-life contexts. Companies should use it as a guide and not necessarily as a prescription.

Want to learn more? Tonex offers Portfolio Management Fundamentals training, a 3-day course that offers a systematic method to generating and management of a project portfolio.

This course teaches participants to comprehend the importance of portfolio management as well as determine and describe the portfolio stakeholder tasks and responsibilities and outline and apprehend a portfolio management procedure.

Additionally, Tonex offers over five dozen other courses in Business Skills. Training covers everything from business writing and briefing skills to SOW Writing and Risk Management. Here are just a few of our courses in Business Skills:

Strategic Planning and Management Training (3 days)

Time Management and Organizational Skills (2 days)

Writing for Engineers, Scientists and Technical Managers (2 days)

Scope Management and Baseline Development (2 days)

Conflict Management Training (1 day)

Corporate Social Responsibility Training (2 days)

For more information, questions, comments,?contact us