Portfolio Management Professional (PfMP) — Question 14

Which of the following are the key activities with the “Define Portfolio” process?

Answer options

• A. Evaluating portfolio components with a ranking and scoring model comprising weighted key criteria
• B. Evaluating and determining performance and expected value and benefits (financial and non-financial) of portfolio components
• C. Categorizing portfolio components to which a common set of decision filters and criteria may be applied
• D. Determining resource (human, assets, and technology) capability, resource capacity available, and constraints for portfolio components

Correct answer: A, C

Explanation

The correct answers are A and C because these activities focus on evaluating and categorizing portfolio components using specific criteria. Option B, while relevant, is more about performance evaluation rather than the defining process, and option D pertains to resource assessment rather than the definition of the portfolio itself.