Portfolio Management Foundations: A Four-Part Series

Session 3: Portfolio Review and Churn

In session 3, Portfolio Review and Churn, we’ll explore essential questions to ask and key indicators to consider to maintain portfolio health and make informed decisions about prospect inclusion or removal.

Click here to watch the other three sessions in this Portfolio Management Foundations series:

  • Session 1: Portfolio Hygiene – Size and Quality
  • Session 2: Portfolio Composition and Coverage
  • Session 4: Hear from a Panel of Industry Experts