Advisor

Roadmap for Effective Portfolio Management

Posted May 12, 2021 | Technology |
Roadmap for Effective Portfolio Management
What are the steps in creating a successful portfolio management practice? This Advisor explores how to establish governance, conduct a maturity assessment, and take a cyclical approach to operating a practice. It also provides important points to keep in mind regarding each stage of the roadmap.
About The Author
Brian Seitz
Brian K. Seitz is Managing Director of Intellectual Arbitrage, a business management and technology consulting firm, and Senior Consultant/Researcher at Cyon Research. He specializes in business performance improvement of corporations and business units. Over the last 20+ years, Mr. Seitz has served in various technical strategy roles within Microsoft Consulting Services and IT, Satory Global, DMR/Fujitsu IBM, and Rockwell International NAAO. In… Read More
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