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Running Header: PORTFOLIO MANAGEMENT

Portfolio Management:
Headlam Group PLC Case Study
Firstname Lastname
Institutional Affiliation

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HEADLAM PLC’S POTFOLIO MANAGEMENT STRATEGIES

Introduction to portfolio management
Portfolio management evaluates the strengths, weaknesses, threats and opportunities
for/facing a given organization, for this case, a centrally operated and owned group of
businesses. Through the evaluation, it guides decision making for the best courses of action. It is
applicable with business that has varied projects that require be approving or declining. The
selected projects must prove to be of benefit to the organization. The portfolio is the list of the
many projects that need to be decided on. Portfolio management goes past selection, and guides
decisions such as assets allocation, diversification, and rebalancing (Kranner, Stoughton, &
Zechner,2015).This paper looks into a UK based company that operates in other European
markets and how it handles its projects through portfolio management.
Headlam Group PLC
Headlam PLC Group is a UK based multinational organization. The company deals with
floor covering products, from carpets to tile and many other ides. The company was established
back in the year 1992, and has since them had various projects in progress. The company has
been successful beyond expectations, having shifted from a privately owned company carpets
seller, to a multi-product floor covering multinational company, traded publicly. The decisions
are mainly made by the board of governors with more influence from the members of the board
who are part of the board. This company has been well researched, and the author of this paper
has a clear understanding of how portfolio management has found use in the company through a
critical analysis (Headlam PLC Group, 2015).
Headlam and portfolio management
Headlam’s ETRs

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HEADLAM PLC’S POTFOLIO MANAGEMENT STRATEGIES

Considering ETRs (Exchange traded Funds) and mutual traded funds, portfolio
management presents two models, which are the passive management. Passive management
focuses on indexing, were a market index is tracked (Mansini, Ogryczak, & Speranza,
2015).This is not applied at headlam PLC. The company has a passive management model. The
group of businesses are publicly traded with a team of managers actively managing funds to try
beat market returns. To achieve this, the company has its decision being based on decisions,
mostly made by the competent board of directors, and smaller decisions being made by different
level managers. Research is employed in the decisions, for instance, the company has a research
centre situated in London that researches on best practices in processing, selling and distributing
resources. There is a general active management of the company’s closed-end funds (Headlam
PLC Group, 2015).
Assets allocation at headlam
Assets allocation at headlam PLC is done in a manner that strongly suggests that the
company has enlightened portfolio managers. In portfolio management there is a long term mix
of assets. The portfolio manager must be aware that there is a variation in assets, and that the
varied types of assets do not move in harmony. It is also vital to have an understanding of the
fact that some of the assets are more volatile than others. There is a risk associated with similar
assets, since they be very slow moving and remain unused for long. To minimize the risk and
increase returns, the assets are brought in with knowledge of their volatility (Headlam PLC
Group, 2015).
Headlam group PLC has a policy that ensures that the company is in business. The
company has to purchase asset...