Leadership

Selling Portfolio Management: A Case Study

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Executive Summary

Portfolio Management should be a 'No brainer' to sell to an organisation. Unfortunately it is not that easy. This paper will take you through a case study of how Portfolio Management was presented within one organisation. Portfolio Management was initially raised as an answer to a problem the organisation faced. The author had undertaken a number of assignments for a legal organisation over almost a decade. The author had seen them grow in maturity from a smallish company to a mid size organisation with good business practices. They are still evolving and maturing but understand what they need to do to handle the administration of their company whilst allowing their legal partners to get on with raising revenue.

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