How to Develop the Strategic Portfolio Design for Leading Industrial Enterprises Holding Company

Abstract

The new CEO of one of the worldwide leading industrial enterprises and service companies tasked me with the development of the new Strategic Portfolio Design for the Group. The business activities of XYZ AG, which is based in Germany, are the investment in industrial enterprises and service companies. Currently there are investments in the areas of pharmaceuticals, logistics, fashion, electricity supply and packaging. Sales in 2017 amounted to around €1.3 billion. XYZ AG employs a total of 8,500 employees. The earnings situation in the Group as a whole is stable, although the situation in the individual situation in the individual business units varies considerably.

Keywords: portfolio management, portfolio strategy, portfolio design, portfolio company, holding company

JEL Classification: G1, G10, G11, M00, M1, G19