2692-2967ISSN (Online)
2770-0216ISSN (Print)
Volume 3 , Issue 2 , PP: 124, 2021 | Cite this article as | XML | Html | PDF | Full Length Article
Ahmed M. Ali 1 * , Ahmed Abdelhafeez 2 , Shimaa S. Mohamed 3
Doi: https://doi.org/10.54216/AJBOR.030205
The advent of Industry 4.0 has propelled a transformative shift in business paradigms, prompting the strategic integration of business intelligence (BI) for sustainable portfolio management. This study addresses the need to discern optimal strategies in clustering investor portfolios within this dynamic landscape. Leveraging the Gap Statistic Algorithm and Silhouette Coefficient, a systematic methodology was employed to cluster investors based on diverse portfolio attributes, including asset allocation, risk profiles, and historical performance metrics. A feature correlation map elucidated attribute interdependencies, while summary statistics provided a comprehensive snapshot of the investor dataset. Results from the Gap Statistic Algorithm revealed an optimal cluster count, guiding the segmentation of investors into distinct clusters. Subsequent validation using the Silhouette Coefficient affirmed the coherence and quality of the clusters derived. The findings underscore the efficacy of BI-driven approaches in effectively clustering investors based on portfolio characteristics within Industry 4.0, facilitating nuanced insights into investor behaviors and preferences. Conclusively, this research illuminates pathways for informed decision-making in sustainable portfolio management, emphasizing the pivotal role of BI tools in optimizing investor segmentation strategies for contemporary industrial landscapes.
Business Intelligence, Sustainable Portfolio Strategies, Industry 4.0, Portfolio Management, Strategic Decision-Making, Sustainable Business Practices, Sustainable Development Goals.
[1] Govindan, Kannan, Mohammad Fattahi, and Esmaeil Keyvanshokooh. 2017. “Supply Chain Network Design under Uncertainty: A Comprehensive Review and Future Research Directions.” European Journal of Operational Research 263 (1): 108–41.
[2] Smith, Dana K, and Michael Tardif. 2009. Building Information Modeling: A Strategic Implementation Guide for Architects, Engineers, Constructors, and Real Estate Asset Managers. John Wiley \& Sons.
[3] Meskendahl, Sascha. 2010. “The Influence of Business Strategy on Project Portfolio Management and Its Success—A Conceptual Framework.” International Journal of Project Management 28 (8): 807–17.
[4] Moss, Larissa T, and Shaku Atre. 2003. Business Intelligence Roadmap: The Complete Project Lifecycle for Decision-Support Applications. Addison-Wesley Professional.
[5] Elbashir, Mohamed Z, Philip A Collier, and Michael J Davern. 2008. “Measuring the Effects of Business Intelligence Systems: The Relationship between Business Process and Organizational Performance.” International Journal of Accounting Information Systems 9 (3): 135–53.
[6] Wang, Gang, Angappa Gunasekaran, Eric W T Ngai, and Thanos Papadopoulos. 2016. “Big Data Analytics in Logistics and Supply Chain Management: Certain Investigations for Research and Applications.” International Journal of Production Economics 176: 98–110.
[7] Bansal, Pratima, and Mark R DesJardine. 2014. “Business Sustainability: It Is about Time.” Strategic Organization 12 (1): 70–78.
[8] Chen, Hsinchun, Roger H L Chiang, and Veda C Storey. 2012. “Business Intelligence and Analytics: From Big Data to Big Impact.” MIS Quarterly, 1165–88.
[9] Johnson, Michael D, and Fred Selnes. 2004. “Customer Portfolio Management: Toward a Dynamic Theory of Exchange Relationships.” Journal of Marketing 68 (2): 1–17.
[10] Turban, Efraim. 2011. Decision Support and Business Intelligence Systems. Pearson Education India.
[11] Luftman, Jerry, and Tom Brier. 1999. “Achieving and Sustaining Business-IT Alignment.” California Management Review 42 (1): 109–22.
[12] Teece, David, Margaret Peteraf, and Sohvi Leih. 2016. “Dynamic Capabilities and Organizational Agility: Risk, Uncertainty, and Strategy in the Innovation Economy.” California Management Review 58 (4): 13–35.
[13] Chesbrough, Henry W, and Melissa M Appleyard. 2007. “Open Innovation and Strategy.” California Management Review 50 (1): 57–76.
[14] Maltz, Elliot, and Ajay K Kohli. 1996. “Market Intelligence Dissemination across Functional Boundaries.” Journal of Marketing Research 33 (1): 47–61.
[15] Eckerson, Wayne W. 2010. Performance Dashboards: Measuring, Monitoring, and Managing Your Business. John Wiley \& Sons.
[16] Ernst, Holger. 2003. “Patent Information for Strategic Technology Management.” World Patent Information 25 (3): 233–42.
[17] Wheelen, Thomas L, J David Hunger, Alan N Hoffman, and Charles E Bamford. 2018. Strategic Management and Business Policy: Globalization, Innovation, and Sustainability. pearson.
[18] Zhou, Kaile, Chao Fu, and Shanlin Yang. 2016. “Big Data Driven Smart Energy Management: From Big Data to Big Insights.” Renewable and Sustainable Energy Reviews 56: 215–25.
[19] Grover, Varun, Roger H L Chiang, Ting-Peng Liang, and Dongsong Zhang. 2018. “Creating Strategic Business Value from Big Data Analytics: A Research Framework.” Journal of Management Information Systems 35 (2): 388–423.
[20] Emerson, Jed. 2003. “The Blended Value Proposition: Integrating Social and Financial Returns.” California Management Review 45 (4): 35–51.
[21] Stead, Jean Garner, and W Edward Stead. 2014. Sustainable Strategic Management. Routledge.
[22] Sher, Peter J, and Vivid C Lee. 2004. “Information Technology as a Facilitator for Enhancing Dynamic Capabilities through Knowledge Management.” Information \& Management 41 (8): 933–45.
[23] Piccoli, Gabriele, and Blake Ives. 2005. “IT-Dependent Strategic Initiatives and Sustained Competitive Advantage: A Review and Synthesis of the Literature.” MIS Quarterly, 747–76.
[24] Lee, In, and Kyoochun Lee. 2015. “The Internet of Things (IoT): Applications, Investments, and Challenges for Enterprises.” Business Horizons 58 (4): 431–40.
[25] Demirkan, Haluk, and Dursun Delen. 2013. “Leveraging the Capabilities of Service-Oriented Decision Support Systems: Putting Analytics and Big Data in Cloud.” Decision Support Systems 55 (1): 412–21.
