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.
- The Standard for Portfolio Management (2017)
- Implementing Project Portfolio Management (2018)
- Management Of Portfolios Book (2011)
- Governance of Portfolios, Programs, and Projects: A Practice Guide (2016)
- The Standard for Portfolio Management (2012)
- The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk (2017)
- The Standard for Risk Management in Portfolios, Programs, and Projects (2019)
- Solutions for Agile Governance in the Enterprise (SAGE): Agile Project, Program, and Portfolio Management for Development of Hardware and Software Products (2019)
- Portfolio Management for New Products (1997)
- Analysis of Investments and Management of Portfolios. Keith C. Brown, Frank K. Reilly (2012)
- Portfolio, Programme and Project Offices (2013)
- Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects (2016)
- Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return (2018)
- Modern Portfolio Theory and Investment Analysis (2014)
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.
Implementing Project Portfolio Management (2018)
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.
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.
Governance of Portfolios, Programs, and Projects: A Practice Guide (2016)
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.
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
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.
The Standard for Risk Management in Portfolios, Programs, and Projects (2019)
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.
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.
Portfolio Management for New Products (1997)
Management of new Products
Analysis of Investments and Management of Portfolios. Keith C. Brown, Frank K. Reilly (2012)
Free upgrade to UPS or Priority / BRAND NEW / [clean wrapped, well protected] [Authentic edition exactly the same as the Official Listing] / Genuine US Bookstore! Get your book in perfect condition! We also ship international!
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.
Manage Your Project Portfolio: Increase Your Capacity and Finish More Projects (2016)
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.
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.
Modern Portfolio Theory and Investment Analysis (2014)
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.
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 Library 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.
SCHWESERNOTES 2023 LEVEL I CFA BOOK 5 PORTFOLIO MANAGEMENT AND ETHICAL AND PROFESSIONAL STANDARDS
Author(s): Kaplan Schweser
ID: 3365853, Publisher: , Year: 2023, Size: 2 Mb, Format: pdf
Quantitative Equity Portfolio Management
Author(s): Ludwig B. Chincarini
ID: 3433292, Publisher: McGraw Hill LLC, Year: 2023, Size: 51 Mb, Format: epub
Portfolio Management: Delivering on Strategy
Author(s): Carl Marnewick, John Wyzalek
ID: 3707377, Publisher: CRC Press/Auerbach, Year: 2023, Size: 15 Mb, Format: 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.