Translate Portfolio Roles Into Capital Allocation Guidelines

One of our clients, an international energy company, which classifies business units as development, growth, anchor, or harvesting businesses, depending on their position in the market life cycle. Each portfolio role has its own performance requirements, and businesses are managed based on specific sets of financial indicators. More important, the role of each business determines its guidelines for capital allocation. For example, coal power generation is classified as a mature harvesting business and its capex is limited to mandatory investments, effectively shrinking its asset base. This frees up money for investments in the renewables segment, which is considered a growth business and as such is allowed to invest up to three times its own cash flow from operations.

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