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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

Austria

Roland Falb

Managing Partner

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

Alexander Kainer

Alexander Kainer

Principal

Vienna, Austria
Phone: +43 1 53602-139
E-mail:

Rupert Petry

Managing Partner

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

Belgium

Frank Lateur

Principal

Brussels, Belgium
Phone: +32 2 66103-37
E-mail:

Brazil

António Farinha

António Farinha

Partner

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

Thomas Kunze

Partner

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

France

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:

Laurent Benarousse

Laurent Benarousse

Partner

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

Nicolas Teisseyre

Nicolas Teisseyre

Partner

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

Germany

Andreas Bauer

Partner

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

Bernd Brunke

Partner and Member of the Executive Committee

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

Albrecht Crux

Partner

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

Manfred Hader

Partner

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

Thomas Knecht

Partner

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

Astrid Latzel

Principal

Berlin, Germany
Phone: +49 30 39927-3591
E-mail:

Patrick Mannsperger

Patrick Mannsperger

Partner

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

Carsten Rossbach

Carsten Rossbach

Partner

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

Regina Schmidt

Partner

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

Stefan Webers

Stefan T. Webers

Partner

Düsseldorf, Germany
Phone: +49 211 4389-2112
E-mail:

Christian Wessels

Christian Wessels

Partner

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

Michael Zollenkop

Michael Zollenkop

Principal

Stuttgart, Germany
Phone: +49 711 3275-7220
E-mail:

Italy

Roberto Crapelli

Roberto Crapelli

Partner and Managing Director

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

Mariano Frey

Partner and President of the Italian offices

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

Japan

Takashi Hirai

Partner

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

Takeshi Hitomi

Principal

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

Satoshi Nagashima

Satoshi Nagashima

Partner

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

Latvia

Uwe Kumm

Partner

Moscow, Russia
Phone: +7 495 287 92 46
E-mail:

Morocco

Laurent Benarousse

Laurent Benarousse

Partner

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

Nigeria

Christian Wessels

Christian Wessels

Partner

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

Portugal

António Bernardo

António Bernardo

Partner and Member of the Supervisory Board

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

Romania

Codrut Pascu

Partner

Bucharest, Romania
Phone: +40 21 30605-00
E-mail:

Russia

Georgy Babilashvily

Georgy Babilashvily

Principal

Moscow, Russia
Phone: +7 495 287 92 46
E-mail:

Uwe Kumm

Partner

Moscow, Russia
Phone: +7 495 287 92 46
E-mail:

Spain

António Bernardo

António Bernardo

Partner and Member of the Supervisory Board

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

Ricardo Wehrhahn

Ricardo Wehrhahn

Partner

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

Switzerland

Carsten Henkel

Partner

Zurich, Switzerland
Phone: +41 43 336-8610
E-mail:

Beatrix Morath

Managing Partner

Zurich, Switzerland
Phone: +41 43 336-8630
E-mail:

Ukraine

Uwe Kumm

Partner

Moscow, Russia
Phone: +7 495 287 92 46
E-mail:

United Kingdom

Robert Thomson

Partner

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

USA

Antonio Benecchi

Antonio Benecchi

Partner

Chicago, USA
Phone: +1 312 662 - 5510
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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