PSGS 011: Book Review: Optimizing Corporate Portfolio Management

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"Only as you do know yourself can your brain serve you as a sharp and efficient tool. Know your own failings, passions and prejudices so you can separate them from what you see." –Bernard Baruch


  • The premise of "Optimizing Corporate Portfolio Management" is that resource allocation (time, money, staff, information and corporate assets) along with making smarter business investment decisions is critical to a business’s value creation processes. This book provides examples from American Express regarding what they've entitled investment optimization and how they have used the principles of allocating discretionary funds whether for marketing, sales or technology investments with the same investment category and the best projects compete for the same dollars.