DECISION SUPPORTED
Where to invest, maintain, transform, divest or discontinue given the shared synergies and risks?
09 · Allocate
Allocating a portfolio without turning a matrix into a verdict
DECISION QUESTION
Where to invest, maintain, transform, divest or discontinue given the shared synergies and risks?Matrices become exploratory views of a documented multi-criteria model, never an automatic decision.
Decisions supported
What the page really helps to choose.
- 01Allocate resources
- 02Compare the units
- 03Measure the weighted risk
- 04Test the best owner
ORIGINAL ASSET
Allocation under a risk constraint
Splits a budget between four blocks and shows, for each one, the share, the amount, the risk and the level of evidence.
INPUTSTotal budgetBlocksAllocated sharesRiskEvidence
→OUTPUTSAmount per blockWeighted riskRisk and evidence profileCSV case
Decision reference
Move from the subject to the choice that depends on it.
ASSET TO USE
Allocation under a risk constraint: Splits a budget between four blocks and shows, for each one, the share, the amount, the risk and the level of evidence.
NEXT ELEMENT TO EXAMINE
Portfolio synergiesExplore →38 · ORIGINAL ASSET
Allocating a portfolio under a risk constraint
Allocation case
The allocated share, the risk and the level of proof stay distinct. The absolute budget can vary without changing the relative trade-offs.
Download the case ↓7.0risk /10
Profitable core42% · €4,200,000
Adjacent growth28% · €2,800,000
Emerging option18% · €1,800,000
Transformation12% · €1,200,000
Teaching case · simulated data · no real-world market conclusion.
MOVE FROM ANALYSIS TO YOUR DECISION
Produce a testable decision mandate
Go deeper
The next questions to address.
Move from the notion to its application, then to the decision that depends on it.
01
Portfolio synergies
Does grouping activities create demonstrable value greater than their coordination costs?
02Divest or exit
Should a business whose market is declining be maintained, turned around, harvested, divested or closed?
03Brand architecture
Should a new offer carry the parent brand, a sub-brand, an endorsement or a brand of its own, and what is at risk in each case?
01Explicit scope
Unit, horizon and boundaries visible.
02Qualified evidence
Source, date, method and confidence.
03Sensitivity tested
Weights and assumptions that tip the result.
04Review planned
Signal, threshold and owner.
MOVE FROM ANALYSIS TO YOUR DECISION