Portfolio Management

stairsPortfolio Management is a field of theory and practice that has been gaining significant prominence globally and across industry in recent years. It is defined in many ways, but what is common among the various definitions is the idea that it is about managing and synchronizing a variety of projects, programs, “other work”, etc. in such a way so as to achieve a business strategy.

ProjectLink’s Portfolio Management Services (PMS) is meant as an encompassing term that considers aspects such as projects and programs, the complexities and idiosyncrasies involved (e.g., resource constraints, risk, direct and indirect interdependencies), the governance of the portfolio etc., with the aim of achieving and maintaining an optimal mix of constituent parts, thereby achieving business success. It assumes that the client already has, or intends to appoint, senior management responsible for Portfolio Management.


ProjectLink therefore avails itself to provide support to these people and the ongoing process of portfolio management by providing intentional, periodic and targeted interventions.

These include provision of or assistance with processes that typically apply to portfolio management e.g., portfolio selection, portfolio balancing, portfolio governance, portfolio analysis, etc. These services are performed by a small group of highly qualified and suitably experienced consultants, utilizing a methodology founded on contemporary perspectives on the matter, e.g., those of the Project Management Institute (PMI) and the Office of Government Commerce (OGC).

Key Functions

ProjectLink’s Portfolio Management services typically involve managing portfolio processes on behalf of clients, facilitation of workshops and planning sessions, and performance-analysis towards determining or confirming: The company’s strategy, related objectives, and associated criteria;

  • The company’s strategy, related objectives, and associated criteria;
  • Individual programs and projects that should, or potentially could, achieve these objectives;
  • Individual programs and projects that should, or could, assist in achieving the objectives indirectly, e.g., through dependencies with other programs or projects;

More Key Functions

  • The optimal combination of projects (through any one or a combination of decision-making models such as Weighted Factor Scoring, Analytical Hierarchy Process, Monte Carlo Simulation, Real Options, etc.);
  • Whether the portfolio remains relevant, optimal, and balanced;
  • Portfolio governance e.g., establishing policies & procedures, drafting thorough portfolio management plans and performing work accordingly, etc.
  • Portfolio risk analysis (both qualitative and quantitative);

Professional & Competent Personnel

ProjectLink’s consultants involved in portfolio management are qualified to do so through post-graduate studies (e.g., PhD, MBA, MSc in PM, etc.), professional certifications (e.g., MSP, OPM3, PMI-RMP®, PMP®, etc.), and through experience with large and complex portfolios (in companies such as BHP Billiton, Anglo American, etc.).

 Portfolio Management Brochure

To view a comprehensive brochure please click on the image below:

Program Management Brochure cover