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Breakthrough Project Portfolio Management by Murali Kulathumani

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6

PORTFOLIO REBALANCING

INTRODUCTION

The concept of portfolio rebalancing has its origins in financial portfolio theory, where rebalancing is the process of realigning the holdings of the portfolio. In this chapter, we will cover the following:

  1. Approaching portfolio rebalancing by looking at the concept in financial portfolios
  2. Porting the concept of portfolio rebalancing to project portfolios
  3. Defining the fundamental need for project portfolio rebalancing
  4. Describing portfolio scenarios where rebalancing is appropriate
  5. Exploring why portfolios find it hard to perform rebalancing
  6. Considering an alternate view of rebalancing
  7. Looking at portfolio levels of maturity

PORTFOLIO BALANCING IN A FINANCIAL PORTFOLIO

The easiest way to approach the concept ...

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