Pondicherry university a central university directorate of distance education investment and portfolio management mba finance paper code. Introduce your students to strategic management with the marketleading text that has set the standard for the most intellectually rich, yet thoroughly practical, analysis of strategic management. Starbucks corporation, an american company founded in 1971 in seattle, wa, is a premier roaster, marketer and retailer of specialty coffee. Successful organisations make strategic choices about which activities should be implemented to deliver their decisions at this level can significantly impact the. Ge mckinsey matrix is a very similar portfolio evaluation framework to bcg matrix. Portfolio management presents the best investment plan to the individuals as per their income.
Course objectives investment analysis and portfolio management course objective is to help. The final chapter offers some brief thoughts on the future direction of strategic management. Strategic portfolio analysis introduction in strategic management. Pdf in recent decades we have witnessed an unseen dynamism. Strategic management is a broader term than strategy and is a process that includes top management s analysis of the environment in which the organization operates prior to formulat ing a strategy, as well as the plan for implementation and control of the strategy. To assist managers portfolio management using portfolio matrices was devised in the late 1960s and early 1970s, to encourage managers to view their individual business units as a series. Strategic portfolio management pmi project management. Fundamentals of strategic management sage publications. In a laymans language, the art of managing an individuals investment is called as portfolio management. Pdf strategic management report for starbucks aishah. Strategic portfolio analysis, alternatively termed business portfolio planning or portfolio strategy or policy strategy profile or organisational portfolio. This paper examines and compares two case studies in practicing strategic portfolio management. Investment analysis and portfolio management 5 the course assumes little prior applied knowledge in the area of finance.
Portfolio analysis and implementation management guru. Portfolio analysis strategic management business scribd. Little strategic condition matrix, were discussed in terms of their nature, characteristics, relevance and strategic implications to marketing and management. Pdf strategic management study of walmart inc delita. Portfolio analysis in strategic management allows to answer key questions how to shape the present and future business portfolio of product or services in order to reduce the risk of functioning in a changing environment, and increase the effects of the implemented strategy. As a first step in portfolio analysis, an investor needs to specify the list of securities eligible for selection or inclusion in the portfolio. Portfolio management transformation how to effectively screen and. Recommends that each product, sbu, or division be considered separately for purposes of strategy. Bcg matrix analysis helps the company to allocate resources and is used as an analytical tool in brand marketing, product management, strategic management and portfolio analysis. An effective study on strategic portfolio analysis ijir. Programme and project manag level in the organisation what is a strategic portfolio. The course is intended for 32 academic hours 2 credit points. Portfolio analysis is a systematic way to analyze the products and services that make up an associations business portfolio.
Portfolioanalysis methods for assessing capability options rand. One of the biggest reasons why walmart success in the industry is because of the used of supply chain management. Portfolio matrices as a powerful analysis method tool help in optimizing the strategic managerial decision making. It can be also used to make strategic decision about strategic business units. Strategic portfolio analysis ceopedia management online. All associations except the simplest and the smallest are involved in more than one business. Portfolio management z it is top management responsibility that requires the assessment of strengths and weaknesses of the current portfolio of businesses, in order to define the priorities for resource allocation among businesses, and the identification of opportunities for diversification and divestment. A principal tool is portfolio analysis, a device for graphically arranging a diversified companys businesses along two dimensions. Portfolio planning recognizes that diversified companies are a. Strategic financial management is the portfolio constituent of the corporate strategic. The rise and fall of cpm in strategic management thinking.
Portfolio analysis and the resulting positioning of. Bcg matrix provides a scheme for classifying a companys business according to their strategic. Course objectives investment analysis and portfolio management. Bcg matrix provides a scheme for classifying a companys business according to their strategic needs.
A simplified model for portfolio analysis 279 01 02 3 3 v b2 i e figure 1 the slope of the boundary at the point must be x. Strategic portfolio analysis of business management. When to use portfolio analysis provides essential information to underpin recommendations for the development of the category strategy. Only with executive support can project managers achieve the results that enable the organization to implement its strategy through its projects. Strategic positioning in terms of investment requirements. Portfolio management meaning and important concepts. Ge mckinsey matrix smi strategic management insight.
A chapter analysis is provided below to help the reader see where particular concepts are covered. Strategic portfolio analysis introduction in strategic. Some of these include publishing, meetings and conventions, education and training. Chapter main concepts covered some key authorities discussed 1 from planning to strategic management. By displaying products or a portfolio of products in a matrix fashion, insight is gained into the strategic. A financial term portfolio analysis, is primarily the study of certain portfolio regarding its performance, roi and associated risks. Boston consulting growthshare matrix, general electric industryattractiveness matrix, shell directional policy matrix, and arthur d. Understand the concept of swot and portfolio analysis. Walmart as one of the biggest retail store company in america runs a chain of large discount department stores. B strategic management 30% b 30% a 70% assessment strategy there will be written examination paper of three hours.
Strategic management of governmentsponsored r d portfolios. Topics such as, project appraisal, financial planning, portfolio management and securities analysis, working capital management and capital budgeting decisions, strategic management, business policy. Portfolio analysis importance of portfolio corporate. Corporate portfolio analysis could be defined as a set of techniques that help. Portfolio analysis free download as powerpoint presentation. Both matrices are used to analyze companys product or business unit portfolio and facilitate the. Project portfolio analysis helps to balance and prioritize the portfolio for the greatest overall investment, risk and reward. Mba strategic management lecture notes pdf download mba. Next he has to generate the riskreturn expectations for these securities namely, the expected rate of return. Decisions at this level can significantly impact the success of the organisation. Punithavathy pandian, security analysis and portfolio management, vikas publications pvt. Portfolio analysis requires an analysis of each business in. The data arising from the portfolio analysis are objective and can therefore be helpful in gaining from both management and customers support for proposed change.
Strategic portfolio analysis involves identification and evaluation of all products or service groups offered by company on the market so called product mix and preparing specific strategies for every group according to its relative market share and actual or projected sales growth rate. Portfolio management refers to managing money of an individual under the expert guidance of portfolio managers. To manage a portfolio of projects successfully, a project manager must obtain and exploit the support of senior management. The study or analysis is conducted with two objectives viz minimizing the risks and maximizing the returns. Strategic analysis of starbucks corporation 1 introduction. Introduction in strategic management strategic portfolio analysis introduction in strategic management courses with reference manuals and examples pdf.
In this article we will discuss about strategic portfolio analysis, explained with the help of suitable examples. Evaluate the options in dimesensitive portfolio analysis 29. Their input, advice, and lessons learned, both successes and failures, have been incorporated into this document so that we may all apply better strategic management. Business portfolio analysis matrix strategic management.
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