THEORETICAL BASES OF PORTFOLIO ANALYSIS AS STRATEGIC MANAGEMENT TOOL OF THE BANKING INSTITUTIONS ACTIVITIES

Author:

Goncharenko Tatyana , Sumy College of Economics and Trade, Sumy, Ukraine

Language: ukrainian

Annotation:

Maintaining the stability of the banking system requires the use of the most effective tools and methods in the management of individual banking institutions. Numerous theoretical and practical studies have shown that strategic management of the bank is the basis for confronting crisis conditions and conditions of uncertainty. That is why today in the domestic banking institutions the issue of developing a clear development strategy and accompanying analysis of environment changes becomes of particular relevance. The article examines one of the methods of strategic management - portfolio analysis, which allows to develop the main strategic guidelines for individual areas of the bank's activities. Studies of the most commonly used matrices of strategic analysis in the world allowed us to consider the main advantages and disadvantages of using them for banking institutions. The results indicate that a combination of individual methods depending on the development goals to achieve the best results.

Key words:

strategic management; portfolio analysis; matrix of the Boston Consultative Group; McKinsey matrix – General Electric; Shell matrix – DРМ, ADL/LC matrix; Ansoff matrix and Abel scheme; Thompson-Strickland matrix

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