Portfolio Monitoring & Reporting

Course Overview

This module examines the ideal portfolio management approach designed to ensure the highest possible performance of portfolio companies. Monitoring and risk management is described, and different exit strategies are analysed. You will also learn how to interpret performance measurements and report to investors.

Key Takeaways

• Explain why and how you should monitor a portfolio.

• Examine portfolio risk management.

• Analyse exit strategies.

• Interpret performance measurements.

• Outline administration and reporting best practice.