PFMP · Question #525
As a portfolio manager, you realize the importance of communication for the success of a portfolio. You are now developing the portfolio management plan and are looking for the portfolio current…
The correct answer is D. Portfolio Process Assets. Portfolio Process Assets (D) contain historical and operational information accumulated from portfolio management activities, including current risk registers, risk logs, and risk status reports - which specifically capture current high-risk items. This is where you would find…
Question
As a portfolio manager, you realize the importance of communication for the success of a portfolio. You are now developing the portfolio management plan and are looking for the portfolio current risks status including high risks. Which of the following contains what you are looking for?
Options
- APortfolio Management Plan
- BPortfolio Reports
- CPortfolio Charter
- DPortfolio Process Assets
How the community answered
(42 responses)- A7% (3)
- B2% (1)
- C2% (1)
- D88% (37)
Explanation
Portfolio Process Assets (D) contain historical and operational information accumulated from portfolio management activities, including current risk registers, risk logs, and risk status reports - which specifically capture current high-risk items. This is where you would find the current risk status. The Portfolio Management Plan (A) defines how the portfolio will be managed but does not store current risk status data. Portfolio Reports (B) are generated outputs/communications but are not the storage location for ongoing risk tracking data. The Portfolio Charter (C) defines the portfolio's purpose, objectives, and authority - it does not contain risk status information.
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