Money and Assets

Money and Assets - If you think of a financial portfolio, you have your underlying assets, including stocks, bonds, securities, gold, etc. These assets are your actual portfolio. However, the concept of financial portfolio "management" is the process of allocating and managing your assets.

If you throw all your money in a handful of investments and never think about them again, you may have a portfolio, bout you are not practicing portfolio management.

Organizations also have assets. In the IT organization, for instance, assets consist of business applications, hardware, software, telecommunications equipment, intellectual property, people, etc.

Every year, you buy or build new assets, manage current assets and retire older assets.

Every year, your organization also receives or earns some level of funding to execute your business processes, support the assets, enhance your capabilities, etc. You allocate this funding toward internal labor, external labor, equipment, repairs, mantenance contracts, etc. Portfolio management helps you allocate your money in a way that optimizes the overall value to the company.

Money and assets may be related, but they are not the same thing. Here are some examples:

  • Money can be used to purchase resources that can be used to build assets. In the IT organization, this could include software developers that are building business applications.
  • Money can be used to buy an asset directly, as when you purchase a business application package rather than develop it yourself.
  • Money can be used to purchase resources that provide services, such as the support staff for those same business applications.
  • Money can be used to build products that are sold to your costumers.

It takes money to buy, build, run, manage and retire the actual assets in the portfolio. So, it is ultimately through the application of money that you have any impact on the assets. Therefore, the portfolio management process needs to focus primarily on managing work and secondarily on managing physical assets.

Monte Carlo Modeling


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