Stanford Strategic Decision and Risk Management

Strategic Portfolio Decisions (XSDR224)

Required Courses
Decision Quality in Organizations
Decision Analysis
Elective Courses
Advanced Decision Analysis
Behavioral Challenges in Decision-Making
Converting Strategy into Action
Decision Leadership
Enterprise Risk Management
Ethical Decision-Making
Modeling for Strategic Insight
Strategic Decision & Risk Management Practicum
Strategic Innovation
Strategic Portfolio Decisions
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At Stanford
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Online
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At Work
Course enroll

(New course)  Portfolio management decisions rely on the same foundations of decision quality, the dialogue decision process, and decision analysis -- but the context of optimal resource allocation across many assets is significantly different from strategy or single-decision problems. To many casual observers, portfolio and strategy decisions "just don't look the same." The objective of the course is to introduce participants to a Strategic Portfolio Management (SPM) process.

Topics include:
The value proposition and motivation for a SPM process
Language and basic methodology as it pertains to SPM
Portfolio roll-up and evaluation
Interpretation of results

Participants will conduct a small-scale asset valuation and portfolio analysis with each of the major tools involved in SPM utilizing the language and principles of SPM. They would learn how the process or its elements may be applied in different contexts, e.g, a "portfolio sweep" to understand value, developing an asset strategy for a subset of the portfolio, considering corporate strategy to fill gaps, and performing due diligence for acquisitions.

Course Syllabus