# Portfolio Management * **Definition:** A set of business capabilities, processes, and supporting portfolio management technology that enables leaders to support enterprise-wide strategy-to-execution alignment and integrated portfolio management technology needs within the healthcare sector. * **Taxonomy:** CTO Topics / Portfolio Management ## News * Selected news on the topic of **Portfolio Management**, for healthcare technology leaders * 18.3K news items are in the system for this topic * Posts have been filtered for tech and healthcare-related keywords | Date | Title | Source | | --- | --- | --- | | 5/21/2025 | [**Medtronic to Separate Diabetes Business into New Standalone Company**](https://hitconsultant.net/2025/05/21/medtronic-to-separate-diabetes-business-into-new-standalone-company/) | [[HIT Consultant]] | | 5/20/2025 | [**Bregal Sagemount backs Opex Technologies - PE Hub**](https://www.pehub.com/bregal-sagemount-backs-opex-technologies/) | [[PE Hub]] | | 5/1/2025 | [**Gabelli Announces Partnership with Keeley's Asset and Wealth Management Services**](https://finance.yahoo.com/news/gabelli-announces-partnership-keeley-asset-201500937.html) | [[Yahoo Finance]] | | 4/2/2025 | [**March hedge fund stock selloff buoys some, costs others, sources say - Reuters**](https://www.reuters.com/markets/wealth/hedge-fund-edl-capital-returns-22-q1-2025-says-source-2025-04-02/) | [[Reuters]] | | 3/17/2025 | [**Applying Porter's Five Forces to Portfolio Management in Pharmaceutical R&D: A Strategic Roadmap**](https://www.pharmexec.com/view/applying-porter-five-forces-portfolio-management-strategic-roadmap) | [[PharmExec]] | | 2/14/2025 | [**JPMorgan's New Income-Focused ETF Helps Manage Volatility - Yahoo**](https://www.yahoo.com/finance/news/jpmorgans-income-focused-etf-helps-225803256.html) | [[Yahoo]] | | 12/30/2024 | [**High Growth Tech Stocks to Watch in December 2024 - Yahoo Finance**](https://finance.yahoo.com/news/high-growth-tech-stocks-watch-110411931.html) | [[Yahoo Finance]] | | 12/23/2024 | [**Five Reasons Why You Should Invest In Small Caps Right Now - Seeking Alpha**](https://seekingalpha.com/article/4745694-five-reasons-why-you-should-invest-in-small-caps-right-now) | [[Seeking Alpha]] | | 12/20/2024 | [**Dow ekes out narrow gain to snap 10-day losing streak, its longest in 50 years: Live updates**](https://www.cnbc.com/2024/12/18/stock-market-today-live-updates.html) | [[CNBC]] | | 12/12/2024 | [**ChristianaCare names new VP of IT**](https://www.beckershospitalreview.com/hospital-executive-moves/christianacare-names-new-vp-of-it.html) | [[Beckers Hospital Review]] | | 11/14/2024 | [**s.360 Life Underwriting SaaS is enhanced through Strategic Partnership with dacadoo**](https://www.prweb.com/releases/s360-life-underwriting-saas-is-enhanced-through-strategic-partnership-with-dacadoo-302302400.html) | [[PRWeb]] | | 11/12/2024 | [**5 Hospital Stocks Set to Thrive Amid Robust Industry Trends - Nasdaq**](https://www.nasdaq.com/articles/5-hospital-stocks-set-thrive-amid-robust-industry-trends) | [[Nasdaq]] | | 11/12/2024 | [**Post-Roe, Your Period App Can - And Will - Be Used Against You - Forbes**](http://www.forbes.com/sites/abigaildubiniecki/2024/11/12/post-roe-your-period-app-can---and-will---be-used-against-you/) | [[Forbes]] | | 11/11/2024 | [**5 Hospital Stocks Set to Thrive Amid Robust Industry Trends - Yahoo Finance**](https://finance.yahoo.com/news/5-hospital-stocks-set-thrive-170200996.html) | [[Yahoo Finance]] | | 9/16/2024 | [**Project Portfolio Management 2024: Empowering Businesses to Deliver Results - WhaTech**](https://www.whatech.com/og/markets-research/financial-services/882136-project-portfolio-management-2024-empowering-businesses-to-deliver-results.html) | whatech.com | | 9/4/2024 | [**Freshworks taps Murali Swaminathan as CTO to lead tech vision and engineering**](https://etedge-insights.com/in-focus/onboarding/freshworks-taps-murali-swaminathan-as-cto-to-lead-tech-vision-and-engineering/) | etedge-insights.com | | 8/29/2024 | [**Virtual AI Summit: Balancing AI Risks and Opportunities - GovInfoSecurity**](https://www.govinfosecurity.com/virtual-ai-summit-balancing-ai-risks-opportunities-a-26151) | govinfosecurity.com | | 8/20/2024 | [**Carlyle to inject capital into tech consultancy Seidor - PE Hub Europe**](https://www.pehubeurope.com/carlyle-to-inject-capital-into-tech-consultancy-seidor/) | pehubeurope.com | | 8/5/2024 | [**2024 Fast Growth 150: The Top 25 Solution Providers - CRN**](https://www.crn.com/news/channel-news/2024/2024-fast-growth-150-the-top-25-solution-providers) | crn.com | | 7/25/2024 | [**Manatt Adds Leaders to Enhance Life Sciences and Digital Health Legal and Advisory Practices**](https://www.tmcnet.com/usubmit/-manatt-adds-leaders-enhance-life-sciences-digital-health-/2024/07/25/10048063.htm) | tmcnet.com | | 7/19/2024 | [**Leading trustworthy AI in life sciences - Capgemini Invent**](https://www.capgemini.com/insights/research-library/leading-trustworthy-ai-in-life-sciences/) | capgemini.com | | 7/2/2024 | [**Book on data-bleeding in healthcare highlights cyber threats - E2India**](https://e2india.com/news/lifestyle/book-on-data-bleeding-in-healthcare-highlights-cyber-threats/) | e2india.com | | 6/25/2024 | [**Quality Insights Appoints Healthcare Leader Rich Greenhill as Chief Transformation Officer**](https://www.lelezard.com/en/news-21432332.html) | lelezard.com | | 6/15/2024 | [**Responsible AI: Transforming risk management in the Philippines**](https://www.bworldonline.com/economy/2024/06/16/602169/responsible-ai-transforming-risk-management-in-the-philippines/) | bworldonline.com | | 12/13/2023 | [**6 Best Mid-Cap Tech Stocks to Buy Right Now**](https://money.usnews.com/investing/articles/best-mid-cap-tech-stocks-to-buy-now) | [[US News]] | ## Topic Overview (Some LLM-derived content — please confirm with above primary sources) ### Key Players - **Planview**: A leader in Strategic Portfolio Management and Digital Product Development, focusing on enhancing connected work across enterprises. - **Chris Lewis**: CEO of Praecipio, a consulting firm partnering with Planview to enhance strategic portfolio management. - **Hamilton Lane**: An investment management firm that has partnered with Apollo and Daphne to enhance investment strategies. - **Orion**: A provider of wealthtech solutions, emphasizing technology enhancements for financial advisors to improve portfolio management. - **Tempo Software**: A trusted partner in delivering AI-powered solutions for strategic portfolio management, recognized for its contributions to the Atlassian Marketplace. - **BridgeBio Pharma**: A biopharmaceutical company that applies portfolio theory to accelerate biomedical innovation for genetic diseases. - **Chad Paine**: Vice President of Information Technology Governance, Strategy, and Portfolio Management at ChristianaCare, overseeing IT Project Management Office. - **Manatt, Phelps & Phillips, LLP**: A consulting firm enhancing its capabilities in healthcare technology and legal matters through new leadership. - **Louise K. Allen**: Chief Product Officer at Planview, emphasizing the integration of enterprise-grade platforms with process optimization. - **Kipu Health**: Provider of behavioral health technology solutions, enhancing governance, risk, and compliance capabilities through acquisitions. - **Tenet Healthcare**: A key player in the healthcare industry, poised to benefit from growth trends and strategic acquisitions. - **Samplemed Group**: A company focused on health data analytics and underwriting efficiency through partnerships with technology firms. - **Interwell Health**: A kidney care management company focused on improving patient outcomes through innovative healthcare solutions. - **IMO Health**: A healthcare technology company leveraging AI to improve clinical workflows and decision-making. - **Dr. Feby Abraham**: Chief Strategy Officer at Memorial Hermann Health System, known for expanding patient access through strategic initiatives. - **Ronald Amodeo**: Chief Strategy Officer for UC Davis Health, leading significant growth initiatives. - **Legacy**: An at-home sperm testing company that has successfully raised funds to support its growth in the male fertility market. - **HCA Healthcare**: A major player in the hospital sector, focusing on expanding capacity and market share through mergers and acquisitions. - **Philips Healthcare**: A key player in the digital twin market, focusing on improving patient outcomes through technology. - **Universal Health Services**: A significant player in the healthcare market, involved in expanding service lines and enhancing operational efficiency. ### Partnerships and Collaborations - **Praecipio and Planview**: Collaborating to improve customer responsiveness and visibility in strategic portfolio management. - **Planview**: Engages in co-development programs that allow for direct feedback from clients on necessary innovations. - **Tempo Software**: Has established a long-term collaboration with Atlassian, enhancing its portfolio management capabilities. - **Hamilton Lane and Apollo**: A partnership aimed at enhancing investment strategies in the healthcare technology sector. - **Ontario Teachers'**: Offering investment opportunities in healthcare management services, indicating a trend towards strategic partnerships in healthcare. - **Element Biosciences and Wellington Management**: Collaboration to support the commercialization of advanced genomic analysis technologies. - **Kipu Health and Hatch Compliance**: Acquisition to strengthen Kipu's governance, risk, and compliance capabilities in behavioral health. - **Capgemini**: Collaborating with clients to develop platforms that comply with European AI legislation, particularly in life sciences. - **Interwell Health and Physicians**: Partnership to improve patient outcomes and quality of life in kidney care management. - **ALIGNMT AI and HFMA**: Partnered to launch a micro-credentialing program aimed at enhancing AI governance skills among healthcare professionals. - **Samplemed Group and dacadoo**: A strategic partnership to enhance health data analytics through the integration of dacadoo's Risk Engine into Samplemed's underwriting platform. - **CyberEdBoard**: A community of senior executives addressing security, risk, and privacy challenges globally. - **Coalition for Health AI**: Working with various organizations to create standardized approaches for AI development and implementation in healthcare. ### Innovations, Trends, and Initiatives - **xPM Framework**: A new portfolio management framework designed to unify various work types and enhance organizational adaptability through demand management, financial tracking, and KPI reporting. - **Strategic Portfolio Management**: Vital for healthcare organizations to innovate, adapt, and manage costs while aligning with business goals. - **Project Portfolio Management Market Growth**: Projected to grow to $8.56 billion by 2028, driven by hybrid work models and cybersecurity concerns. - **AI Integration**: Companies like Tempo and Orion are integrating AI into their portfolio management solutions to enhance efficiency and user experience. - **Project to Product Summit**: Planview is hosting an event focusing on advancing practices that help organizations thrive in digital transformation. - **Mayo Clinic Platform (MCP)**: Aiming to innovate healthcare delivery through a platform business model and leveraging AI for patient care. - **Digital Asset Management**: The growth of e-commerce companies is driving the demand for advanced digital asset management solutions to optimize content and enhance consumer experience. - **ModelOps Market**: Projected to grow significantly, enhancing operational efficiency in AI deployment and management. - **Value-Based Care (VBC)**: Shifting focus from fee-for-service to quality-based services, requiring investments in data analytics. - **Objectives and Key Results (OKRs)**: Recommended for aligning initiatives with organizational goals and enhancing collaboration. - **Digital Blueprint**: A strategic framework for healthcare organizations to streamline processes, enhance efficiency, and improve patient outcomes through technology integration. - **Investment in DNA Sequencing**: Element Biosciences' focus on advancing its DNA sequencing capabilities to compete with industry leaders. - **NIST Cybersecurity Framework 2.0**: Introduces a 'govern' function to improve cybersecurity governance in health systems. - **Advanced Analytics**: Market projected to grow to $72,997 million by 2030, driven by AI integration and real-time analytics. - **AI in Healthcare**: Transforming logistics, supply chain management, and patient care through automation and predictive analytics. - **Digital Twin Technology**: Projected to reach $8.8 billion by 2034, enabling healthcare providers to optimize patient care and operational processes. - **Generative AI in Healthcare**: Transforming patient outcomes by enabling personalized treatment plans and improving medical imaging analysis. - **Big Data in Medtech**: Utilization of big data technologies enhances patient care and operational efficiency through real-time monitoring. - **Generative AI**: Rapidly growing market expected to exceed $1.8 trillion by 2030, impacting various sectors including healthcare. ### Challenges and Concerns - **Ineffective Portfolio Management**: Short-term gains favored over long-term projects leading to financial challenges in the pharmaceutical sector. - **Compliance and Regulatory Challenges**: Healthcare organizations face increasing complexities in compliance, impacting strategic portfolio management. - **Pharmaceutical R&D Costs**: Rising costs and complexities necessitate strategic portfolio management to optimize resource allocation. - **Siloed Efforts**: The challenge of moving away from siloed initiatives to ensure alignment with strategic goals and business drivers. - **Integration Complexities**: The mix of legacy and new technologies complicates the creation of effective IT roadmaps aligned with business objectives. - **Compliance Issues**: Healthcare organizations must navigate complex regulations like HIPAA, which impacts their ability to manage technology portfolios effectively. - **Market Volatility**: The current market environment presents uncertainties regarding the sustainability of growth and the impact of inflation on valuations. - **Labor Shortages**: The healthcare industry is facing systemic labor shortages, complicating the management of technology portfolios. - **Resource Constraints**: Many healthcare organizations struggle with limited resources to manage compliance and cybersecurity effectively. - **Market Competition**: The competitive landscape in healthcare technology, particularly in DNA sequencing and fertility services. - **AI Governance**: Establishing governance frameworks for ethical AI use remains a challenge for healthcare organizations. - **AI Adoption Risks**: Balancing innovation with patient safety and privacy as AI technologies are integrated into clinical settings. - **AI Adoption in Healthcare**: Healthcare organizations face challenges in evaluating which AI technologies to invest in, considering factors like cost, user resistance, and compatibility. - **Data Security**: As companies increasingly outsource IT and BPO services, concerns regarding data security and compliance remain significant. - **Cybersecurity Risks**: Increased reliance on digital technologies raises concerns about data breaches and necessitates robust cybersecurity measures. - **Cybersecurity Threats**: Healthcare organizations face significant risks from data breaches and cyberattacks, impacting patient care and operational efficiency. - **Resource Limitations**: Smaller healthcare providers facing challenges in meeting new cybersecurity goals due to limited resources. - **Data Privacy and Security**: As healthcare technology evolves, concerns regarding data handling practices and user privacy remain critical. ## Related Topics [[Investment Management]]; [[Program Management]]; [[Risk Management]]