Strategic Planning
End-To-End Picture for Investment Analysis
The desktop solution for strategic planners and financial analysts to evaluate the financial and risk impact of corporate strategy and investment decisions
Strategic Planning is an integrated planning model that allows you to develop a fundamental market view and assess its impact on specific portfolios:
- Develop zonal market prices
- Test market uncertainty
- Conduct sensitivity analyses portfolio strategies
- Support long-term resource planning
- Generate financial statements by business unit
- Load aggregation
- Customer profitability
It is a chronologically correct simulation tool that allows you to quickly assess market prices, transmission constraints, generation assets, contracts and load requirements within a Strategic Planning framework. It is the fastest and most flexible solution available in the energy industry to develop multi-region zonal market prices, perform stochastic analysis, generate forward prices and use this information later for specific portfolio evaluations, risk analytics or evaluating strategic alternatives.
Strategic Planning seamlessly integrates with other Ventyx modules such as Capacity Expansion to provide the end-to-end picture for investment analysis including project specific pro-formas and earnings-per-share impact.
Market Analysis
Strategic Planning allows financial and utility analysts to produce fast and comprehensive market fundamental analysis. Easily linked to the market leading North American database of generating units, it can be used to identify key market trends and drivers, answering key questions such as:
- What will happen to the electricity market if gas prices fall?
- When will spark spreads recover?
- What is the impact of increased renewable obligations?
- What is the impact of new environmental legislation?
Portfolio and Investment Analysis
Debt and equity analysts use Strategic Planning to asses the impact on cash flow from changing market prices, how existing or potential debt or equity portfolios will perform under alternative scenarios. It is an ideal tool for investment screening, allowing in-house analysis of investment opportunities.
Create “tornado charts” which visually depict which risk factors have the largest impact on the bottom line
Utility Strategic Planning
Corporate strategy or development departments use Strategic Planning for the assessment of alternative portfolio strategies. This can take the form of a strategic resource plan or an internal strategic assessment of portfolio options. Renewables, DSM, emissions, mothballing, betterment projects and transmission can be evaluated providing a high level view on how alternative strategic choices impact the overall company and their stakeholders.
Risk Assessment
Risk Assessment is key to all decision making. Strategic Planning provides both the estimation of risk and a decision framework to allow the user to quickly assess alternative viable strategies. The Latin HyperCube technology allows the estimation of comprehensive risk analysis very quickly.
