Academic Year |
Class No. |
Description |
Section |
Start Date |
End Date |
Location/Format |
AY08-09 |
1272 |
PFM |
01 |
11/17/2008 |
11/21/2008 |
Fort McNair, DC / e-Resident |
AY08-09 |
1273 |
PFM |
02 |
3/23/2009 |
3/27/2009 |
Fort McNair, DC / e-Resident |
AY08-09 |
1274 |
PFM |
03 |
9/21/2009 |
9/25/2009 |
Fort McNair, DC / e-Resident |
AY08-09 |
1275 |
PFM |
04 |
9/21/2009 |
12/11/2009 |
Distributed Learning |
Course Description:
This course focuses on state-of-the-art strategies for portfolio management, with an emphasis on assessing, planning, and managing information technology (IT) as a portfolio of investments. The three phases of the investment management process are considered: selection, control, and evaluation of proposals; on-going projects; and existing systems. The relationship of performance measures to mission performance measures is explored. The course examines the roles of the CIO, the CFO, and other managers in developing investment assessment criteria, considers how the criteria are used in planning and managing the portfolio, and explores the Office of Management and Budget’s (OMB) portfolio perspective as found in Circular A-11, Part 7, Section 53, Information Technology and E-Government. Individual and team exercises are employed, including simulation of an IT investment portfolio review by the Investment Review Board.
Recommended Attendance:
Prerequisites:
Learning Outcomes
Students will be able to evaluate an investment portfolio and the corresponding capital planning and investment management process to ensure that they comply with current statutes and regulations, recommend changes to the process, and develop a strategy for balancing a portfolio of investment projects.
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