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Strategic investment decisions: insights from a case study

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Detalhes bibliográficos
Resumo:The inherent difficulty of making strategic investment decisions poses significant risks that need to be mitigated. At the same time, decisions on strategic investments should be framed and justified in the company's strategic choices. In this context, one of the biggest problems known may be the excessive reliance on financial tools in evaluating investment projects. In response to this concern, some mechanisms and procedures have been developed and applied that allow the integration of strategic and financial analyzes at the level of strategic investment decision making. Examining a particular case study of a company of the automotive industry, this paper sought to understand to what extent the strategic analysis influences and relates to the business investment policy of the company. The study developed is of an exploratory nature, resorting to semi-structured interviews for data gathering. The main conclusion reached is that the evaluations supported only in financial tools are not satisfactory for the decision making proving the importance of the pre-decision mechanisms and the strategic constraints in the final decision making.
Autores principais:Cunha, Jorge
Outros Autores:Afonso, Paulo; Leite, Marisa
Assunto:Strategic investment Investment appraisal Strategy Case study
Ano:2018
País:Portugal
Tipo de documento:comunicação em conferência
Tipo de acesso:acesso aberto
Instituição associada:Universidade do Minho
Idioma:inglês
Origem:RepositóriUM - Universidade do Minho
Descrição
Resumo:The inherent difficulty of making strategic investment decisions poses significant risks that need to be mitigated. At the same time, decisions on strategic investments should be framed and justified in the company's strategic choices. In this context, one of the biggest problems known may be the excessive reliance on financial tools in evaluating investment projects. In response to this concern, some mechanisms and procedures have been developed and applied that allow the integration of strategic and financial analyzes at the level of strategic investment decision making. Examining a particular case study of a company of the automotive industry, this paper sought to understand to what extent the strategic analysis influences and relates to the business investment policy of the company. The study developed is of an exploratory nature, resorting to semi-structured interviews for data gathering. The main conclusion reached is that the evaluations supported only in financial tools are not satisfactory for the decision making proving the importance of the pre-decision mechanisms and the strategic constraints in the final decision making.