5

PORTFOLIO MANAGER COMPETENCES

This section of the PMCD Framework lists the competences for a portfolio manager in various settings and circumstances by identifying performance criteria relative to specific elements of competence. Gaining an understanding through assessment of the individual portfolio manager's current capability is essential for creating a competency baseline.

Details on evidence, expectation, and examples for each element of competence are contained in Appendix X3. Both performance and personal competences are listed. Additional details on performance and personal competences are contained in Section 2.

Measuring the portfolio manager's individual performance against a competency baseline helps identify strengths and development ...

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