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Services
Capital Allocation and Portfolio Optimisation
Many organisations are having to rethink their investment strategies due to external drivers such as regulatory requirements, environmental, social and governance (ESG) concerns and internal pressures around cost reduction and increasing asset maintenance requirements.
Our Offering
With extensive experience across asset intensive organisations, we understand the challenge of competing priorities when it comes to investing in assets versus proceeding with strategic investments. Our Capital Allocation and Portfolio Optimisation service is designed to address these top pain points identified by asset-intensive clients in their investment decision making processes.
Our methodology focuses on four key elements to drive value:
- Align strategy and investment planning – Designing a holistic capital allocation process through a value framework approach that is integrated with strategy to translate strategic priorities for the business into specific investment guidelines and value drivers for the portfolio.
- Optimise asset investment – Developing a capability to optimise asset investment strategies with integration to wider systems and tools supporting decision-making against competing priorities
- Optimise portfolio & delivery – Developing a capability to run scenario modelling of the portfolio through multi-criteria analysis. The modelling considers business rules and constraints to produce optimum portfolio combinations that minimise risk and maximise value and return on investment.
- Transform the operating model – Designing the capabilities to enable the translation of business strategy into practice, ensuring that each layer of the operating model (people, process, governance, data, systems) is aligned and operates in an integrated way.
Get in touch with one of our Capital Allocation and Portfolio Optimisation Leaders to find out more.
