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Portfolio management

Strategic portfolio management is an essential condition of sustainable growth. Portfolio decisions must have a solid quantitative foundation and must be based on the principles of value management. We can draw on many years' experience in designing and implementing value-based portfolio management strategies.

In brief

If one had to reduce the tasks of top management to the very bare essentials, strategic portfolio management would undoubtedly be one of them. This is true in all industries and with all business models. Strategic portfolio management creates lasting value and growth and increases shareholder value.
Managers can activate three levers to respond to changes in the marketplace and competitive environment, or to actively influence that environment. They can either optimize their existing portfolio of businesses, look for growth opportunities in new areas of business, or adjust (i.e. trim) their portfolio.

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The levers of portfolio management

Successful portfolio management must be more than just well thought through; and it must do more than just deliver durable results and be straightforward to implement. Portfolio decisions must have a solid quantitative foundation and must be based on the principles of value management.
Roland Berger Strategy Consultants portfolio strategy therefore comprises five action dimensions:

Define the orientation of the portfolio and develop an overall concept
Optimize existing lines of business
Exploit areas of growth
Refine and improve the organization
Define the value arithmetic and calculate the value of the portfolio

Our experts

Sebastien Amichi

Sebastien Amichi

Principal

Paris, France
Phone: +33 1 70394-282
E-mail:

Christophe Angoulvant

Christophe Angoulvant

Partner

Paris, France
Phone: +33 1 53670-984
E-mail:

Georgy Babilashvili

Georgy Babilashvily

Principal

Moscow, Russia
Phone: +7 495 72119-51
E-mail:

Andreas Bauer

Partner and Head of Consumer Goods & Retail

Munich, Germany
Phone: +49 89 9230-8316
E-mail:

Laurent Benarousse

Principal

Paris, France
Phone: +33 1 53670-384
E-mail:

Antonio Benecchi

Antonio Benecchi

Partner

Detroit, USA
Phone: +1 248 729-5000
E-mail:

António Bernardo

António Bernardo

Partner and Deputy Chief Executive Officer

Lisbon, Portugal
Phone: +351 21 3567-601
E-mail:

Bernd Brunke

Partner and Head of Corporate Performance

Berlin, Germany
Phone: +49 30 39927-3527
E-mail:

Johannes Börner

Johannes Börner

Partner

Moscow, Russia
Phone: +7 495 72119-51
E-mail:

Roberto Crapelli

Roberto Crapelli

Partner and Managing Director

Milan, Italy
Phone: +39 02 29501-257
E-mail:

Albrecht Crux

Partner

Munich, Germany
Phone: +49 89 9230-8208
E-mail:

Rodrigo Dantas e Silva

Rodrigo Dantas e Silva

Partner

São Paulo, Brazil
Phone: +55 11 3046-7111
E-mail:

Marcin Dumania

Partner

Warsaw, Poland
Phone: +48 22 32374-60
E-mail:

Martin Eisenhut

Martin Eisenhut

Partner

Munich, Germany
Phone: +49 89 9230-8262
E-mail:

Roland Falb

Managing Partner

Vienna, Austria
Phone: +43 1 53602-201
E-mail:

Antonio Farinha

António Farinha

Partner

São Paulo, Brazil
Phone: +55 11 3046-7111
E-mail:

Boris Firsov

Partner

Moscow, Russia
Phone: +7 495 72119-51
E-mail:

Mariano Frey

Partner and President

Milan, Italy
Phone: +39 02 295 01-230
E-mail:

Manfred Hader

Partner

Hamburg, Germany
Phone: +49 40 37631-4327
E-mail:

Hideyuki Hashimoto

Hideyuki Hashimoto

Partner

Tokyo, Japan
Phone: +81 3 35876-660
E-mail:

Carsten Henkel

Partner

Zurich, Switzerland
Phone: +41 44 38481-70
E-mail:

Takashi Hirai

Partner

Tokyo, Japan
Phone: +81 3 35876-660
E-mail:

Principal

Berlin, Germany
Phone: +49 30 39927-3493
E-mail:

Thomas Knecht

Partner

Munich, Germany
Phone: +49 89 9230-8959
E-mail:

Uwe Kumm

Partner

Moscow, Russia
Phone: +7 495 72119-51
E-mail:

Thomas Kunze

Partner

São Paulo, Brazil
Phone: +55 11 3046-7111
E-mail:

Patrick Mannsperger

Patrick Mannsperger

Partner

Munich, Germany
Phone: +49 89 9230-8798
E-mail:

Hauke Moje

Partner

Hamburg, Germany
Phone: +49 40 37631-4310
E-mail:

Ralf Moldenhauer

Ralf Moldenhauer

Partner

Frankfurt, Germany
Phone: +49 30 399 27-3560
E-mail:

Beatrix Morath

Partner

Zurich, Switzerland
Phone: +41 44 38481-42
E-mail:

Satoshi Nagashima

Satoshi Nagashima

Partner

Tokyo, Japan
Phone: +81 3 35876-660
E-mail:

Codrut Pascu

Partner

Bucharest, Romania
Phone: +40 21 2221-905
E-mail:

Victor Perez

Partner

Madrid, Spain
Phone: +34 91 5647361
E-mail:

Rupert Petry

Managing Partner

Vienna, Austria
Phone: +43 1 53602-101
E-mail:

Renato Raduan

Principal

São Paulo, Brazil
Phone: +55 11 3046-7111
E-mail:

Carsten Rossbach

Carsten Rossbach

Partner

Frankfurt, Germany
Phone: +49 69 29924-6318
E-mail:

Olga Sagirova

Partner

Moscow, Russia
Phone: +7 495 72119-51
E-mail:

Regina Schmidt

Partner

Munich, Germany
Phone: +49 89 9230-8747
E-mail:

Nicolas Teisseyre

Nicolas Teisseyre

Partner

Paris, France
Phone: +33 1 53670-973
E-mail:

Robert Thomson

Partner

London, United Kingdom
Phone: +44 20 30751-120
E-mail:

Frederic Tiberghien

Frédéric Tiberghien

Partner

Brussels, Belgium
Phone: +32 2 66103-43
E-mail:

Ricardo Wehrhahn

Ricardo Wehrhahn

Partner

Madrid, Spain
Phone: +34 91 5647361
E-mail:

Christian Wessels

Christian Wessels

Partner

Frankfurt, Germany
Phone: +49 69 29924-6390
E-mail:

Further reading

Diversification "out of the box"

Diversification "out of the box"

Brochure, 2008

Many cases studies show that the secret to success is not so much in the selection of a specific diversification strategy, but rather in its consistent implementation … >>

Long view, not tunnel vision

Long view, not tunnel vision

Article think: act 1, 2008

It has long been said that conglomerates are on the way out. Managers and investors have preferred focused companies. But now they’re beginning to reconsider … (PDF, 105 KB)

Diversification done right!

Diversification done right!

Study, 2007

Roland Berger study on diversification: Companies are more willing to diversify, capital market acceptance is growing … >>

Our approach portfolio management

Brochure, 2005

Read more about our approach to a strategic portfolio management – an essential condition of sustainable growth … (PDF, 190 KB)

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