Advanced Frameworks
Gain access to proven methodologies like Horizon Investing, Deliberate Strategy, Profit Streams™, Real Options, and more.
Alliance for Advanced Portfolio Management
Join an elite group of forward-thinking portfolio leaders shaping how investments are managed and decisions are made. The Alliance for Advanced Portfolio Management (AAPM) is your gateway to innovation, collaboration, and unparalleled growth.
What is the AAPM?
The AAPM is an exclusive mastermind designed for senior portfolio leaders who oversee complex investments and strategic decisions. This trusted network of peers from non-competing companies provides a safe space to collaborate, learn, and drive meaningful change.
Advancing Portfolio Management
The AAPM focuses on exploring and implementing advanced frameworks, strategies, and tools, including:
- Horizon Investing
- Participatory Budgeting
- Beyond Budgeting
- Profit Streams™
- Real Options
- Calibrated Forecasting
- Multi-Factor Value Analysis
- Deliberative Strategy
- OKRs
These approaches will empower you to enhance resource allocation, improve decision-making, and drive strategic growth.
Benefits of Membership
Expert Insights
Learn from industry-leading experts and peers who are using frameworks and exploring the use of AI-enabled solutions in decision-making, strategy, and agile budgeting.
Exclusive Networking
Build lasting relationships with high-caliber peers, from non-competitive companies, in a trusted, private community.
Transformative Tools
Contribute to the development of innovative tools and platforms, including the Horizon platform AI-enhanced decision-making.
In-Person Retreat
Engage in immersive workshops and collaboration at a premium event in October (Napa, CA).
What’s Included:
Monthly virtual sessions featuring expert presentations on advanced topics.
Peer coaching assemblies for tackling real-world challenges with collaborative insights.
One portfolio mapping session to help your portfolio team accelerate their ability to improve portfolio operations.
In-person retreat featuring premium accommodations, all-inclusive meals, and concierge-level travel support for your AAPM representative (additional members of your organization are invited to attend for an extra fee).
Access to a private online community for continuous collaboration and resource sharing.
During the Term their membership, AAPM members will have unlimited, fully paid, royalty free licenses to use the educational materials, frameworks, and tools developed by Applied Frameworks.
Upcoming Events: 2025 In-Person Retreat
October 2025: Napa, CA Retreat – Premium networking and thought leadership in a luxurious setting.
Monthly Virtual Events
Engage in expert-led sessions and peer coaching assemblies designed to keep you ahead of emerging trends and challenges in portfolio management.
Engage in expert-led sessions and peer coaching assemblies designed to keep you ahead of emerging trends and challenges in portfolio management.
Are You Ready to Lead the Future of Portfolio Management?
The AAPM is limited to a select group of innovative leaders. Don’t miss your chance to join this transformative community.
Have Questions? Let’s Talk.
We’re here to help. Reach out to learn more about the AAPM and how it can help you and your organization thrive.
We’re here to help. Reach out to learn more about the AAPM and how it can help you and your organization thrive.