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PORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

Portfolio Management

 

A management service for the benefit of investors; ensuring that following acquisition, the asset is observed positioned and action to produce success, achieve targets and realise potential. The management service entails the execution of key processes, designed to empower investors and executives with the knowledge, understanding of their business whilst also capitalising on the opportunity to improve operations, develop and execute growth potential. These management processes are as follows;

 

  • Intelligence research

  • Inspection and Evaluation

  • Strategy Formulation & Management

  • Programming

  • Project Management

 

Xecology management services are based on the principles of awareness, control and vision. We assist the investor become fully aware of the condition, the Anatomy and the potential of the business; thus gaining the opportunity and position to take control, steer market direction, taking action to affect it’s divisions, departments, competence, production volumes, resulting in expansion, profits, before re-investment and a new strategic position.

INTELLIGENCE RESEARCH

Intelligence Research

 

Separating external and internal, this research is on the environmental factors that are either an influence or a leveragable element. Such factors can include the market within which the business participates in, economies, politics, law and the geographical location.

 

Such intel will include an analysis of macro, micro trends, the threats and opportunities to be considered.

 

This immediately tells us of target markets to aim for.

EVALUATION

Evaluation

 

The business must be surveyed in detail to give a comprehensive picture of the organisation against what it should be doing in each and every area, that should exist with an organisation; how well are those areas performing and what are the responses, affects, from the relative stakeholders.

 

We incorporate a number of different methods in inspection from direct observation, interviews, surveys, stats and any available reports.

PORTFOLIO STRATEGY

Strategy Formulation & Management

 

Knowing where the business sits in terms of its own establishment, it’s resources, level of competence, influence and in relation to the opportunity that lies ahead; gives management and investors the channel on which to drive the business; this is the direction, the focus and the level of effort required to surpass milestone goals and achieve its major target.

 

On strategy formulation; we’re deciphering the route to take, incorporating the target market, the locations, demographics, the emphasis of efforts, resources and the sequence under which required actions are taken and further still, the sequence of markets targeted as some clients are more accessible and some are more applicable and valuable to the business. Therefore, the investor and manager must know how the business is to be steered and how. Even when the business must not change its route, direction or destination; it must nevertheless steer itself through changing environments; businesses must then be realigned.

PROGRAMMING

Programming

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Having successfully determined that he major targets and purpose of the organisation; the asset and its relationship with the investor; the program sets out the micro targets, the sequence and the method for co-ordination; programs must incorporate members of the business, across the organisation. A program is not necessarily exclusive to the section of a business; an element of business function, subject to programming, may require the co-ordination and co-operation of many posts of the business. Xecology knows how to program organisations and establish intra-alignment to the functions and purposes of other departments and divisions.

PROJECT MANAGEMENT

Project Management

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Xecology Project Management, a progressive step forward from programs, narrowing the target and area of focus to address immediate situations and departmental scenes to bring them into alignment and readiness for senior resolutions presented by a pending program.

 

Our formulation of projects is intelligent, thorough, logical, streamlined and supportive, rather than disruptive, to the natural progression of growth and establishment of departments, their sections and the teams that run them.

 

Xecology’s approach to projects is to treat the matter at hand as a matter of urgency and with diligence; the success of a project will contribute directly to the senior, umbrella program above it that would be affecting multiple departments and divisions. Without such a project, the program progress would be hindered.

 

The first step of a project is the identification of situations that exist, possibly previously un-noted, under the radar; this is following an evaluation where not only situations existed previously unidentified but also without organisation of the sequence in which such situations should be addressed and along with it, the order of importance.

 

Xecology applies all its principles to itself, it’s own teams and internal projects; it will ensure the delivery, execution with methodical transparency, informing procedures and with a final measurement and evaluation to determine the resulting affect of the project and thus, the return on investment for the client.

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