Services

PORTFOLIO MANAGEMENT

Building and managing a future-proof portfolio is essential for long-term resilience and ongoing strategic guidance. Our structured approach systematically analyzes your current portfolio in light of trends and future opportunities - whether it’s projects, products, innovation initiatives, ventures, startups, or partnerships.

By matching future trends and opportunities with your current portfolio, we provide transparency on its future robustness, identify gaps to be addressed and derive recommended actions.  

What

Portfolio management in action 

Building and maintaining a future-proof portfolio requires: 

  • A solid understanding and unbiased assessment of trends and future opportunities
  • A structured portfolio framework that integrates foresight insights
  • A methodology that allows matching portfolio elements with trends and future opportunities
Portfolio Management-Challenge

We deliver a structured methodology:

  1. Future opportunities: Identify or collect trends and opportunities from foresight activities and assess them
  2. Portfolio analysis: Analyze your current portfolio in light of trends and future opportunities 
  3. Aligned actions: Derive recommended actions for your portfolio elements and gaps
Portfolio Management-Approach
  • Trends and future opportunities enhanced for analysis
  • Customized portfolio analysis framework matching specific requirements and needs
  • Portfolio analysis and recommendations: Analyzed portfolio incl. derived actions for each portfolio element and gap, e.g. start, continue, accelerate or stop activities, ignore, act on or monitor opportunities
Portfolio Management-Outcome
Philipp

Want to know more about Portfolio Mgmt? Talk to Philipp Maron, Manager Foresight, Strategy & Innovation

Example Timeline

Project duration: 4-6 weeks

Week 1-2

Trends & Opportunity Preparation

Week 3

Portfolio Analysis Framework 

Week 4-6

Portfolio Analysis & Recommended Actions

Cases

DRIVING IMPACT THROUGH Strategic Foresight

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E.ON

Strategic Wind-Tunneling to Identify Opportunities and Risks

By assessing E.ON’s strategy against key drivers of change, we facilitated the identification of opportunities and risks.

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Advanced Air Mobility Company

Scenario-Based Strategizing

We supported testing the robustness of their new strategy against potential future developments to secure investors’ commitment to growth plans.
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Multinational Drink Company

Re-evaluate the 10 Year Innovation Strategy

We collaboratively re-evaluated the 10-Year innovation strategy to ensure continued strategic relevance of key innovation areas.