I
Portfolio strategy
A portfolio review had become a debate about individual business plans.
The full account
Chief Strategy Officer · Europe · Global perspective
Making the choices that shape the next enterprise.
I help leadership teams make choices about the future of the enterprise.
₹6,200 Cr
Portfolio reshaped
Exits, entries and partnerships
4
New growth businesses
Incubated to independent scale
15
Strategic partnerships
Across three continents
2030
Strategy horizon
Approved by the board, funded and tracked
Strategy should make a consequential choice clearer. I examine assumptions, alternatives and capability demands, then help the organisation connect its chosen direction with capital, ownership and a disciplined plan to learn.
Matteo Ferraro
Chief Strategy Officer
Areas of stewardship
Selected work
I
A portfolio review had become a debate about individual business plans.
The full accountII
A growth opportunity depended on assumptions the organisation had not tested.
The full accountIII
Strategic priorities were being added without changing budgets or leadership attention.
The full accountIn the boardroom
Independent Director
Strategy & Investment (Chair)
2022 — Present
Fellow and Advisory Board Member
Scenario Council
2019 — Present
In the words of others
Turned our strategy from an annual document into a set of decisions we actually made.
Thinks in decades and acts in quarters. Exactly what a board needs.
The journal
An enterprise can approve individually persuasive business plans without creating a coherent portfolio.
Read the essayA set of future narratives is useful when it changes how a leadership team acts today.
Read the essayPriorities that do not change budgets, leadership attention or capability investment may remain statements of intent.
Read the essayRecognition
On record
Capital & Governance Quarterly · 2025
“Making the portfolio choices most boards postpone”
The Boardroom Review · 2024
“Scenarios the board can actually use”
The Leadership Ledger podcast · 2023
“Episode 115 — Strategy is a choice, not a deck”
An invitation
For board, advisory and leadership conversations where enterprise strategy matters.
office@matteoferraro.example