Below I’ll give you my selections for the best Portfolio Management books by a few categories. I will cover these and other great books more in depth later.
1. The Standard for Portfolio Management (2017)
The Standard for Portfolio Management – Fourth Edition has been updated to best reflect the current state of portfolio management. It describe the principles that drive accepted good portfolio management practices in today’s organizations. It also expands the description of portfolio management to reflect its relation to organizational project management and the organization….
Implementing Project Portfolio Management addresses the “how-tos” of portfolio management. It is designed for three primary audience groups: Business Executives, Portfolio Leaders and Practitioners, and Portfolio Thinkers. The authors provide insights on how to apply the performance management domains covered in the standard that are in practice today by introducing tools and templates into their discussion. Far-reaching in its impact on portfolio management practitioners, thinkers, stakeholders, and the wider project management community, this guide…
3. Management Of Portfolios Book (2011)
The guide provides practical guidance for managers of portfolios and those working in portfolio offices as well as those filling portfolio management roles outside a formal PfMO role. It will be applicable across industry sectors. It describes both the Portfolio Definition Cycle (identifying the right, prioritised, portfolio of programmes and projects) and the Portfolio Delivery Cycle (making sure the portfolio delivers to its strategic objectives). Key features: Describes the links between Strategy and Project Portfolio Management – two way linkages between…
Understanding governance as it applies to portfolios, programs, and projects is growing in importance to organizations, because appropriate governance is a factor in the success or failure of strategic initiatives and portfolios, as well as an organization’s programs and projects. Implementing an effective governance framework can be challenging due to factors such as increasing business complexities, regulatory requirements, globalization, and rapid changes in technology and business environments. Many organizations do not have a consistent approach to portfolio, program, and project…
5. The Standard for Portfolio Management (2012)
Portfolio management is an integral part of the organization’s overall strategic plan. While project and program management focus on “doing the work right,” the purpose of portfolio management is “doing the right work.” The Standard for Portfolio Management — Third Edition offers the most up to date information regarding accepted practices in portfolio management and includes new material…
6. The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk (2017)
Profit through good times and bad with a resilient, diversified portfolioThe Intelligent Asset Allocator has helped thousands of people like you build wealth through carefully diversified portfolios. Now, with global markets in constant flux, balancing risk and reward is more critical than ever. Self-taught investor William Bernstein offers no gimmicks, inside secrets, or magic solutions―just the facts about investing and calm, smart advice on how to build and manage a portfolio designed for the long run. This is all you need, despite claims of the advisors and…
This is an update and expansion upon PMI’s popular reference, The Practice Standard for Project Risk Management. Risk Management addresses the fact that certain events or conditions may occur with impacts on project, program, and portfolio objectives. This standard will: identify the core principles for risk management; describe the fundamentals of risk management and the environment within which it is carried out; define the risk management life cycle; and apply risk management principles to the portfolio, program, and project domains within the context of an…
8. Solutions for Agile Governance in the Enterprise (SAGE): Agile Project, Program, and Portfolio Management for Development of Hardware and Software Products (2019)
“This book is an essential tool in filling the knowledge gaps we have in being Agile on complicated projects. The other way to fill these gaps is through expensive and painful trial and error. From now on, I’ll recommend reading this book instead.” , Mountain Goat SoftwareSolutions for Agile Governance in the Enterprise (SAGE) is the essential guide to understanding, implementing, and perfecting Agile product development throughout your organization, from one of the leading experts in software and hardware project management and planning.“Dr….
9. Portfolio Management for New Products (1997)
Management of new Products…
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11. Portfolio, Programme and Project Offices (2013)
Portfolio, programme and project offices are widely used to support best-practice in organizations of all sizes, across public and private sectors. This Portfolio, Programme and Project Offices (P3O®) publication builds on the references in PRINCE2®, Managing Successful Programmes (MSP®), and Management of Risk (M_o_R®) and Management of Portfolios (MoP®) to provide a single information source for organizations or individuals wishing to set up or maintain an effective delivery support office. Portfolio, Programme and Project Offices describes how to create tailored governance and support…
You have too many projects, and firefighting and multitasking are keeping you from finishing any of them. You need to manage your project portfolio. This fully updated and expanded bestseller arms you with agile and lean ways to collect all your work and decide which projects you should do first, second, and never. See how to tie your work to your organization’s mission and show your managers, your board, and your staff what you can accomplish and when. Picture the work you have, and make those difficult decisions, ensuring that all your strength is focused where…
13. Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return (2018)
R is a free, open source programming language that’s become a popular standard for financial and economic analysis. Quantitative Investment Portfolio Analytics In R is your guide to getting started with modeling portfolio risk and return in R. Even if you have no experience with the software, you’ll be fluent in R at a basic level after reading this short primer. The chapters provide step-by-step instructions for tapping into R’s powerful capabilities for portfolio analytics….
An excellent resource for investors, Modern Portfolio Theory and Investment Analysis, 9th Edition examines the characteristics and analysis of individual securities as well as the theory and practice of optimally combining securities into portfolios. A chapter on behavioral finance is included, aimed to explore the nature of individual decision making. A chapter on forecasting expected returns, a key input to portfolio management, is also included. In addition, investors will find material on value at risk and the use of simulation to enhance their understanding of the field….
Best Portfolio Management Books You Should Enjoy
We highly recommend you to buy all paper or e-books in a legal way, for example, on Amazon. But sometimes it might be a need to dig deeper beyond the shiny book cover. Before making a purchase, you can visit resources like Genesis and download some portfolio management books mentioned below at your own risk. Once again, we do not host any illegal or copyrighted files, but simply give our visitors a choice and hope they will make a wise decision.
CFA 2019 Schweser - Level 1 SchweserNotes Book 4: CORPORATE FINANCE, PORTFOLIO MANAGEMENT, AND EQUITY INVESTMENTS
Author(s): Schweser, Kaplan
Publisher: , Year: 2019, Size: 12 Mb, Download: pdf
CFA 2019 Schweser - Level 2 SchweserNotes Book 5: ALTERNATIVE INVESTMENTS AND PORTFOLIO MANAGEMENT
Author(s): Schweser, Kaplan
Publisher: , Year: 2019, Size: 10 Mb, Download: pdf
CFA 2019 Schweser - Level 3 SchweserNotes Book 3: ECONOMIC ANALYSIS, ASSET ALLOCATION AND FIXED-INCOME PORTFOLIO MANAGEMENT
Author(s): Schweser, Kaplan
Publisher: , Year: 2019, Size: 6 Mb, Download: pdf
CFA 2019 Schweser - Level 3 SchweserNotes Book 4: EQUITY PORTFOLIO MANAGEMENT, ALTERNATIVE INVESTMENTS, RISK MANAGEMENT, AND DERIVATIVES
Author(s): Schweser, Kaplan
Publisher: , Year: 2019, Size: 8 Mb, Download: pdf
The four pillars of portfolio management: organizational agility, strategy, risk, and resources
Author(s): Lazar, Olivier
Publisher: CRC Press, Year: 2019, Size: 9 Mb, Download: pdf
Portfolio management : theory and practice
Author(s): Heisler, Jeffrey; Piros, Christopher Dixon; Stewart, Scott Dudley
Publisher: John Wiley & Sons, Year: 2019, Size: 20 Mb, Download: epub
Project management methodologies, governance and success: insight from traditional and transformative research
Author(s): Joslin, Robert
Publisher: CRC Press, Year: 2019, Size: 4 Mb, Download: pdf
Asymmetric dependence in finance : diversification, correlation and portfolio management in market downturns
Author(s): Alcock, Jamie; Satchell, Stephen
Publisher: John Wiley & Sons Ltd, Year: 2018, Size: 7 Mb, Download: pdf
Please note that this booklist is not definite. Some books are really best-sellers according to Chicago Tribune, others are drafted by unknown writers. On top of that, you can always find additional tutorials and courses on Coursera, Udemy or edX, for example. Are there any other relevant resources you could recommend? Drop a comment if you have any feedback on the list.