Portfolio Diversification and Profitability of Deposit Taking Savings and Credit Cooperative Societies in Kiambu County, Kenya

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Date
2025-04
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Kenyatta University
Abstract
Deposit taking Sacco‟s in Kiambu County have all along played a very important role in the enhancement of the economy‟s GDP since their times of establishment. Just like other enterprising organizations, profitability is the bottom line of savings and credit cooperative societies. However, various profitability metrics of these entities in Kenya having been dropping of fluctuating. Therefore, it is important to examine the causative factors of the decline in profitability of DT-SACCOS. This study was done to evaluate the portfolio diversification and its effect on profitability of DT-SACCOS. The study aimed at determining the influence of loans and advances its effect on profitability of DT-SACCOS, real estate investments its effect on profitability of DT SACCOS, financial investments its effect on profitability of DT-SACCOS, and cash equivalents on the profitability of DT-SACCOS in Kiambu County, Kenya. The Modern portfolio theory, the Keynesian theory and the rent theory of profit were the theories applied in this study to understand the relationship between the portfolio diversification and the profitability of DT Saccos Kiambu County. A mix of descriptive and explanatory research designs was adopted. The 13 DT-SACCOS in Kiambu County constituted the accessible target population of the study .The census method was adopted to collect data since the target population was small. Secondary data pertinent to these DT-SACCOS was obtained from their respective audited financial statements and reports through desk analysis. The collected data covered the period from 2013 to 2022, a ten year period of operation of the Sacco‟s. The STATA Version 10 was used for analysis. Various descriptive statistics were used to analyze the collected data such as frequencies, percentages, mean and standard deviation. Correlation, simple linear, and panel regression analyses constituted the inferential statistics. Diagnostic tests that were conducted before undertaking inferential statistical analysis included linearity, normality, homoscedasticity, multicollinearity, and autocorrelation tests. The outcome of the analysis was presented in graphical formats. Various ethical issues were put into consideration throughout the research process. The study found out that loans and advances had a positive significant effect on the profitability of DT- Saccos in Kiambu County, real estates had a positive effect on the profitability of DT- Saccos in Kiambu County, financial investments had a positive significant effect on the profitability of DT- Saccos in Kiambu County and finally cash and cash equivalents had a positive significant effect on the profitability of DT- Saccos in Kiambu County. The study therefore concluded that loans and advances positively influenced the profitability of DT SACCOS, Real Estates as well positively affected the profitability of the DT Saccos, Financial investments also positively influenced the profitability of the DT Saccos and finally Cash and Cash equivalents positively influence the profitability of the DT Saccos in Kenya. The study recommended that the DT Saccos in Kiambu County should increase their investment in Loans and advances, put up more real estate investments, increase their financial investments and also add more to their cash and cash equivalent investments in order to improve on their profitability within Kiambu County. Further studies should also be conducted and using both primary and secondary data to examine how the same factors impact the Sacco‟s return on investments through incorporating different financial performance measures.
Description
A Research Project Submitted to the School of Business, Economics and Tourism in Partial Fulfillment of the Requirements for the Award of the Degree in Master of Business (Finance), Kenyatta University April, 2025 Supervisor: 1.Vincent Shiundu Mutswenje
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