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1、CHAPTER1IntroductionTheStandardforPortfolioManagement–SecondEdition,hasbeensignificantlyexpandedfromtheoriginalversion.Startingwiththebasicoriginalmaterials,twoknowledgeareasspecifictomanagingportfolioshavebeenadded.DesignoftheDocumentTheStandardforPortf
2、olioManagementisorganizedintotwosections:•Section1:PortfolioManagementOverview,Framework,andProcesses.ThissectionprovidesabasisforunderstandingPortfolioManagement.Therearethreechaptersinthissection.oChapter1:Theintroductionpresentsabasisforthestandard.It
3、defineswhataportfolioisanddiscussesportfoliomanagement,theinteractionamongproject,program,andportfoliomanagement,andpresentsanoutlineoftheremainingdocument.oChapter2:PortfolioManagementOverviewandOrganizationprovidesanoverviewoftheprocess,describesstakeh
4、olderroles,andorganizationinfluences.oChapter3:PortfolioManagementProcessesdefinesthetwoprocessgroups:AligningandMonitoringandControllingandmapstheportfolioknowledgeareastothose.•Section2:PortfolioManagementKnowledgeAreas.Thissectionliststheportfoliomana
5、gementprocessesandenumeratestheinputs,toolsandtechniques,andoutputsforeacharea.Eachchapterfocusesonaportfoliospecificknowledgearea.oChapter4,PortfolioGovernance,describestheprocessesinvolvedindevelopingastructureforensuringqualityandoversighttotheportfol
6、io.Thechapterconsistsofthefollowingprocesses:a.IdentifyComponents,b.CategorizeComponents,c.EvaluateComponents,d.SelectComponents,e.PrioritizeComponents,f.BalancePortfolio,g.CommunicatePortfolioAdjustment,h.AuthorizeComponents,i.ReviewandReportPortfolioPe
7、rformance,andj.MonitorBusinessStrategyChanges.oChapter5,PortfolioRiskManagement,describestheprocessesconcernedwithconductingriskmanagementforportfolios.Thechapterconsistsofthefollowingprocesses:a.IdentifyPortfolioRisks,b.AnalyzePortfolioRisks,c.DevelopPo
8、rtfolioRiskResponses,andd.MonitorandControlPortfolioRisks.1.1PurposeofTheStandardforPortfolioManagementTheprimarypurposeofTheStandardforPortfolioManagementistodescribegenerallyrecognizedgoodpracticesassociatedwithportfolio
