A Portfolio Approa

نویسندگان

  • Victor Martinez-de-Albeniz
  • David Simchi-Levi
چکیده

The purpose of this paper is to develop a general framework for supply contracts in which portfolios of contracts can be analyzed and optimized. We focus on a multi-period environment with convex supply contracts, convex spot market costs and convex inventory holding costs. We characterize the optimal replenishment policy for a portfolio consisting of long-term and option contracts and show that this policy has a simple structure. Specifically, we show that every source of supply is managed using a modified base-stock policy. We also provide structural properties that allow to efficiently design an optimal portfolio. In particular, we derive conditions to identify dominated contracts, and show the relationship between the amount of capacity reserved and the base-stock levels. Finally, we present computational results, that illustrate the sensitivity of the optimal portfolio to several of the parameters involved in the model. Our experiments also indicate that portfolio contracts not only increase the manufacturer’s expected profit but can also reduce its financial risk.

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تاریخ انتشار 2003