Portfolio Analysis Using Excel

2005 ◽  
pp. 293-311
Author(s):  
Jason Laws
Keyword(s):  
Portfolio Analysis

Dynamic mean-variance portfolio analysis under model risk

2009 ◽  
Vol 12 (4) ◽  
pp. 91-115 ◽  
Author(s):  
Daniel Kuhn ◽  
Panos Parpas ◽  
Berç Rustem ◽  
Raquel Fonseca
Keyword(s):  
Portfolio Analysis ◽  
Model Risk ◽  
Mean Variance Portfolio ◽  
Mean Variance

scholarly journals A procedure for the introduction of leanness into a company

2021 ◽  
Author(s):  
Davorin Cimermančič ◽  
Janez Kušar ◽  
Tomaž Berlec
Keyword(s):  
Negative Impact ◽  
General Procedure ◽  
Portfolio Analysis ◽  
The Other ◽  
Business Operations ◽  
Step Procedure ◽  
The One ◽  
A Company

AbstractChanging a traditional company into a lean one is a very complex and time-consuming process that needs to be addressed in an appropriate way, otherwise the project of introduction of leanness into a company may fail on the one hand and even have a negative impact on business operations of the company on the other. When introducing a change, a step-by-step procedure leading to a progress may be of great help. The paper outlines a general procedure of leanness, an important part of which is a lean agent. A portfolio analysis is also used as a measure of leanness or as an indicator of the desired direction. The applied working methods were mainly active workshops and interviews with employees. The procedure has been tested on an example of a Slovene company; first, the existing situation is outlined, then the leanness steps taken according to the procedure and the final result after the first transition of the procedure.

Organizational Portfolio Analysis: Focusing on Risk Inside the Corporation

2012 ◽  
Vol 45 (4) ◽  
pp. 235-257 ◽  
Author(s):  
Lex Donaldson ◽  
Steven D. Charlier ◽  
Jane X.J. Qiu
Keyword(s):  
Portfolio Analysis

PORTFOLIO ANALYSIS IN THE DEVELOPMENT OF CORPORATE STRATEGY

2021 ◽  
Vol 2 (10) ◽  
pp. 13-20
Author(s):  
Ekaterina A. Egorova ◽  
◽  
Polina V. Syrovatkina ◽  
Tatiana F. Chernova ◽  
Irina S. Brikoshina ◽  
...  
Keyword(s):  
Strategic Management ◽  
Corporate Strategy ◽  
Portfolio Analysis ◽  
Point Of View ◽  
Factors Affecting ◽  
Number Of Factors ◽  
Market Situation

This article reveals the specifics of developing a corporate strategy using portfolio analysis, taking into account the current market situation, which has created a number of factors affecting labor produc-tivity, internal and external policies of organizations, using the example of the work of the "Vishnevii sad" theater. The information about portfolio analysis in the development of corporate strategy is presented from the point of view of strategic management. Both theoretical and practical data are given, including different ways of constructing portfolio analysis, rules and methods that can be implemented. Proposals for modifica-tion and improvement of internal processes taking into account the influence of extraneous factors, possible goals and results are presented.

An Application of Fuzzy Clustering to Customer Portfolio Analysis in Automotive Industry

2016 ◽  
Vol 5 (2) ◽  
pp. 13-25
Author(s):  
Abdulkadir Hiziroglu ◽  
Umit Dursun Senbas
Keyword(s):  
Fuzzy Clustering ◽  
Automotive Industry ◽  
Quantitative Assessment ◽  
Portfolio Analysis ◽  
Matrix Form ◽  
Automotive Supplier ◽  
Qualitative And Quantitative ◽  
Marketing Managers ◽  
The Matrix

Having achieved an optimized customer portfolio has been of significant importance for companies. The literature provides several portfolio models and vast majority of them are in matrix form where several descriptors are used as dimensions of the matrix. These dimensions are characterized in ambiguity and require specific methods to tackle with it. The aim of this paper is to utilize fuzzy clustering in customer portfolio analysis to reduce this uncertainty and to make a comparison with a traditional customer portfolio model. A dataset of 130 customers of an automotive supplier in Turkey is used to perform the analyses and the results are compared with a conventional customer portfolio matrix. By making use of substantiality and balance of portfolio parameters, a qualitative and quantitative assessment of categorization generated by both approaches are evaluated. The use of fuzzy clustering gives more substantial clusters and a more balanced customer portfolio compared to the traditional matrix form of portfolio. Marketing managers can understand their overall customer portfolio better and reduce the effect of descriptive indicators via benefiting the fuzzy clustering results.

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