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PFMP · Question #105

During a review of a draft portfolio management plan, a portfolio manager discovers that portfolio goals are misaligned with organizational strategy. What should the portfolio manager do next?

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Strategic Alignment

Question

During a review of a draft portfolio management plan, a portfolio manager discovers that portfolio goals are misaligned with organizational strategy. What should the portfolio manager do next?

Options

  • ARebalance the portfolio based on the organizational strategy.
  • BEscalate the issue to senior management.
  • COrganize a brainstorming session with key stakeholders.
  • DDocument the gaps in the portfolio management plan.

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Topics

#Portfolio Alignment#Organizational Strategy#Portfolio Rebalancing#Strategic Alignment
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