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PFMP · Question #232

An optimal portfolio based on Modern Portfolio Theory would:

The correct answer is D. comprise a balanced mix of components based on complexity and risk. In the context of PMI's Portfolio Management Standard, which adapts Modern Portfolio Theory (MPT) for project and program portfolios, an optimal portfolio achieves balance across dimensions such as risk, complexity, strategic value, and resource demand - not merely maximizing…

Portfolio Performance Management

Question

An optimal portfolio based on Modern Portfolio Theory would:

Options

  • Aoffer the maximum possible expected return for a given level of risk.
  • Bgenerate the best possible return for a moderate level of risk.
  • Cminimize risk and use existing resource pools.
  • Dcomprise a balanced mix of components based on complexity and risk.

How the community answered

(60 responses)
  • A
    5% (3)
  • B
    2% (1)
  • C
    7% (4)
  • D
    87% (52)

Explanation

In the context of PMI's Portfolio Management Standard, which adapts Modern Portfolio Theory (MPT) for project and program portfolios, an optimal portfolio achieves balance across dimensions such as risk, complexity, strategic value, and resource demand - not merely maximizing financial return for a given risk level (as in pure financial MPT). A balanced mix based on complexity and risk ensures the portfolio is diversified, manageable, and aligned to organizational capacity, which is the PMI interpretation of portfolio optimization. Options A and B describe financial investment optimization goals, while C and D are closer to project portfolio thinking; D best captures the PMI concept of a balanced, diversified portfolio.

Topics

#Modern Portfolio Theory (MPT)#Portfolio Optimization#Portfolio Composition#Risk-Return Tradeoff

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