项目管理：项目组合管理.pdf

项目管理者联盟, MYPM.NET Project Portfolio Management An Introduction 李俊伟 November 2002 Beijing Content  Emergence of Project Portfolio Management (PPM)  Portfolio Management in Financial Market  Overview of PPM  PPM, Process and Techniques The Emergence of Project Portfolio Management  1952, Modern Portfolio Theory (MPT), Harry Markowitz, Journal of Finance, Portfolio Selection  1990, Harry Markowitz shared Nobel Prize, dominant approach used to manage risk and return within financial markets  1981, F.Warren McFarian, Portfolio Approach to Information Systems, HBR, to employ a risk-based approach to the selection and management of IT projects.  1990s, a broader use of ideas of portfolio management  1998, John Thorp, The Information Paradox. Portfolio management was used to manage risk and maximize return along a number of dimensions.  Present, portfolio management as central elements of good investment management Portfolio Management, the overall picture Focus (Strategic Planning ) Select (Portfolio Management) Manage (Project Management) Source: PM Solutions, Portfolio Management, Dianne Bridges Content  Emergence of Project Portfolio Management (PPM)  Portfolio Management in Financial Market  Overview of PPM  PPM, Process and Techniques The Old Philosophy about Portfolio  Don’t put all your eggs in one basket.  Risk aversion seems to b