Linking the Value Chain to Portfolio Management

Linking the Value Chain to Portfolio Management

The Value Chain was outlined by Professor Michael Porter back in the 1980s, including in his ground-breaking book ‘Competitive Advantage’.  Meanwhile, charities have long been conducting portfolio management of beneficiary groups, funder groups and portfolio management of their surplus funds via professional investment firms managing diversified asset classes of investments on their behalf. Options theoryContinue Reading Linking the Value Chain to Portfolio Management

Strategy, charities and the ‘markets’ they operate in

Strategy, charities and the ‘markets’ they operate in

There are many noble causes in the charity sector. However, like it or not, fundraising charities operate (with scarce resources) in competitive markets for; funder grants and donations, the war for (staff) talent and even who human beneficiaries approach to help themselves. Often there are low barriers to imitation for new charity competitors. Some competitionContinue Reading Strategy, charities and the ‘markets’ they operate in