Monitor and control is one of the critical supportive activities for monitoring portfolio performance and recommending changes to the portfolio component mix and portfolio component performance and compliance with organizational standards. The purpose of monitor and control is to understand when changes need to be made to the portfolio or to the portfolio management processes. This process includes execution, documentation, and communication of the decisions and the resulting actions taken.
To learn the Portfolio Monitor and Control you need:
- Read the chapter ‘Monitor and Control’ in the Standard for Portfolio Management, 4th Edition (Chapter 2.3.5).
- Read chapters 5.4, 5.5 in the Standard for Portfolio Management, 3rd Edition.
- Watch the videos:
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