Fraaancesa • Aalto Investment management game (Fall 2021) • Dec 2021
We are rebalancing our portfolio according to our strategy. We are investing in European and Asian stocks to increase diversification. SAP is the largest non-American software company by revenue. The firm is focused on ERP systems. Short term revenue may decline because of a time-consuming migration to the Cloud. This Cloud is expected to drive high long-term performances and competitive positioning. According to experts’ analysis, we believe margins and revenue will follow a growth trend.