Portfolio Analysis Models: A Review

2011

Practice proved that strategic planning is a necessary process for insurance companies. This process can help companies to adapt more easily to environmental changes. The strategic planning of the activity of an insurance company cannot be realized without a careful analysis of the evolution of the market and without studying the company's market position. A classic model used in the portfolio analysis is the Boston Consulting Group model. In this paper we have used the model for studying the activity of the leader of the Romanian insurance market. In 2009 Alliantz Tiriac had 17 types of insurance in the portfolio. Each class of insurance was considered a strategic business unit. We have studied the insurance portfolio by using secondary data from specialized publications, such as the Romanian Insurance Supervisory Commission. Using the data, we have calculated for Alliantz Tiriac, for each class of insurance, the relative market share. The company was leader on the market for five classes of insurance. The economic crisis had a severe impact on the evolution of the Romanian insurance market. Using the relative market share and the market growth we have identified the "cash cows": there are five classes of insurance in this category, among which the "Insurance for land vehicles (CASCO)" which represented more than half of the sales; the "question marks" and the "dogs". Due to the crisis, a large number of the company's products are in this category and there are no "star" products. This work was supported by CNCSIS -UEFISCSU, project number 915 / 2009 PNII -IDEI 1773

Global Business Expansion

The strategy of any organisation and strategic planning are related to Portfolio Management. This chapter is focused on the relationship between the Organization's strategy and portfolio management. The purpose of this chapter is to explain the importance of strategic planning and its relationship with portfolio management. The focus of this chapter is to explain first the main elements of the organization's strategy based on the research from different authors and researchers plus the author's experience, then to explain the relationship between strategic planning and the portfolio management process, following with the explanation of the portfolio management context elements, defining the concepts of the mission, vision and objectives. The use of a case study tries to add value and achieve a better understanding of all the concepts explained in this chapter.

Indonesian Journal of Business and Entrepreneurship, 2016

PT Sekar Laut, Tbk. (PTSL), as a local company, has three main business units including snack crackers, cooking spices and private label. Due to the potentials of Indonesia, it is expected that PTSL can upscale its competitive advantage and has an ability to compete with global companies as well. The objectives of this research were 1) analyzing relative positioning of PTSL compared with market leaders in snack and cooking spices industries, 2) analyzing Life Cycle phase per business unit, 3) analyzing positioning of each product category in portfolio matrix, 4) formulating strategic recommendations to the management for each product category of PTSL. The method used in this study was descriptive analysis. The analysis tools used in this study were BCG matrix, Life Cycle model, IFE, IFI and GE matrix. The results showed that relative positioning of crackers and cooking spices business units in BCG matrix is in Question Marks quadrant. The results of Life Cycle model for snack crackers, cooking spices, and private label showed that they are in Growth phase. The result of portfolio analysis by GE matrix showed that shrimp cracker and fish cracker product categories are in Selective Growth quadrant. Vegetables cracker, cooking spices, uleg chili sauce, burger buns are in Investment and Growth quadrant. The strategic recommendation for shrimp and fish crackers is to identify the growth segment, aggressive investment and uphold position. The strategic recommendations for vegetable cracker, cooking spices, uleg chili sauce, and burger buns are growth, seeking for dominance and maximum investment.

International Studies of Management & Organization, 1978

2017

Marketing and Management of Innovations, 2019

he main objective of the study is to develop a tool for assessing the balance of the company's product portfolio, with which you can determine the security of its competitive position. As such a tool is proposed matrix positioning. The indicator of the balance of the product portfolio is the golden ratio. The relevance of this study lies in the fact that currently there is no generally accepted criterion for determining the degree of balance in the product portfolio, and that the existing matrix analysis tools do not fully provide an adequate assessment of the security of a competitive position. The study of the topic in the article is carried out in the following logical sequence: the author proves the legitimacy of using the golden ratio as the main indicator for assessing the balance of the product portfolio, then suggests the algorithm for assessing the security of the product portfolio developed by the author; further author considers modern methods for evaluating the produ...

The Journal of Supply Chain Management, 2002

Contrary to the growing number of academic publications in literature on purchasing portfolio models in literature, little is known about their actual use. Kraljic's 1983-model seems to be the dominant approach in the profession. This model, however, does not provide in guidelines for strategic moving commodities and/or suppliers within the matrix. Based on an in depth case study, derived from a major Dtch chemical company, the use of a portfolio techniques has been explored and described. The results indicate that Kraljic's portfolio approach, when used properly, indeed allows for sufficient guidance for developing effective purchasing and supplier strategies. Our case study points out what supplier strategies are feasible and what conditions should be met in order to make them happen. Hence, our observations from practice open up a range of new perspectives to the current thinking and use of the purchasing portfolio approach.

Journal of Information Systems and Technology Management, 2020

The number of organizations that use the Project Portfolio Management-PPM has increased considerably worldwide, as it provides an approach to the coordinated management of the components portfolio, aiming to achieve the strategies of organizations. The objective of this work was, thru a quantitative research, presents Brazilian organizations use of PPM as a mechanism to promote alignment with the strategic management. The results obtained in this research were compared with the data results obtained in PMSurvey.org´s 2012 research. A survey submited for 56 brazilian public and private companies was used for this study to identify project´s portfolio alignment with strategic goals and objectives.

Firms are facing more difficulties with the implementation of strategies than with its formulation. Therefore, this paper examines the linkage between business strategy, project portfolio management, and business success to close the gap between strategy formulation and implementation. Earlier research has found some supporting evidence of a positive relationship between isolated concepts, but so far there is no coherent and integral framework covering the whole cycle from strategy to success. Therefore, the existing research on project portfolio management is extended by the concept of strategic orientation. Based on a literature review, a comprehensive conceptual model considering strategic orientation, project portfolio structuring, project portfolio success, and business success is developed. This model can be used for future empirical research on the influence of strategy on project portfolio management and its success. Furthermore, it can easily be extended e.g. by contextual factors.

Описание модели оценки эффективности портфеля проектов., 2012

Т.M. Olekh, E.L. Vlasenko, V.D. Gogunsky. Description of the model assessing the effectiveness of portfolio. In article the model of an evaluating the effectiveness of a portfolio of projects is described by a way of coordination of interests. Т.М. Олех, Е.В. Власенко, В.Д. Гогунский. Описание модели оценки эффективности портфеля проектов. В статье описана модель оценки эффективности портфеля проектов путем согласования интересов.