2019•Financial and credit activity problems of theory and practiceOpen access

METHODOLOGICAL APPROACH TO THE REDISTRIBUTION OF INVESTMENT PROJECTS WITHIN A COMPANY ACCORDING TO FORMAL CRITERIA

Алла Василівна Череп, Олександр Череп, Denys Krylov, В. Г. Воронкова

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Abstract

Methodical approach to the selection of investment projects based on indicators to determine the need for implementation and comparison of investment projects, taking into account dynamics of enterprise`s own capital; received loans by the enterprise to provide investment activity; trends of fixed assets` and funds` movement; use of long-term financial and capital investments, as well as the effectiveness of realized financial investments; cash flows from investment activity; changes in receivables and payables; net profit received and the investment project`s value; proceeds from fixed assets` sale; proceeds from dividends received and interest; cost of capital assets `take. Herewith, the redistribution of investment projects according to the specified criterion is proposed to conduct in a definite order, namely: collection and data processing about investment projects` implementation as well as activities of food industry enterprises; analysis of the collected information about investment projects` efficiency and assessment of enterprises` performance efficiency; specification and rationalization of indicators used to assess the need of implementation and investment projects` comparison; setting limits for each investment project; building of equations system in accordance with set limits and selected indicators; calculations and analysis of investment projects; comparisons of the selected investment projects; building of the maximum and minimum value of the investment project. A methodological approach to the redistribution of investment projects within a company has been proposed based on the comparison of several investment projects in accordance with preliminary determined limitations; it is based on the macro- and microenvironments, the condition of the investment market and its indicators, the company’s innovative and investment advancement, the company’s speed of provisioning with the own and borrowed capital, the investment resources, which enables assessment of internal and external environments hazards’ impact. The proposed research and methodological approach allows selecting and implementing an investment project for companies provided incorporation of methods, tools, the project management system balancers and by comparing the investment projects on the basis of certain formal criteria.

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Methodical approach to the selection of investment projects based on indicators to determine the need for implementation and comparison of investment projects, taking into account dynamics of enterprise`s own capital; received loans by the enterprise to provide investment activity; trends of fixed assets` and funds` movement; use of long-term financial and capital investments, as well as the effectiveness of realized financial investments; cash flows from investment activity; changes in receivables and payables; net profit received and the investment project`s value; proceeds from fixed assets` sale; proceeds from dividends received and interest; cost of capital assets `take. Herewith, the redistribution of investment projects according to the specified criterion is proposed to conduct in a definite order, namely: collection and data processing about investment projects` implementation as well as activities of food industry enterprises; analysis of the collected information about investment projects` efficiency and assessment of enterprises` performance efficiency; specification and rationalization of indicators used to assess the need of implementation and investment projects` comparison; setting limits for each investment project; building of equations system in accordance with set limits and selected indicators; calculations and analysis of investment projects; comparisons of the selected investment projects; building of the maximum and minimum value of the investment project. A methodological approach to the redistribution of investment projects within a company has been proposed based on the comparison of several investment projects in accordance with preliminary determined limitations; it is based on the macro- and microenvironments, the condition of the investment market and its indicators, the company’s innovative and investment advancement, the company’s speed of provisioning with the own and borrowed capital, the investment resources, which enables assessment of internal and external environments hazards’ impact. The proposed research and methodological approach allows selecting and implementing an investment project for companies provided incorporation of methods, tools, the project management system balancers and by comparing the investment projects on the basis of certain formal criteria.

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Available abstract

Methodical approach to the selection of investment projects based on indicators to determine the need for implementation and comparison of investment projects, taking into account dynamics of enterprise`s own capital; received loans by the enterprise to provide investment activity; trends of fixed assets` and funds` movement; use of long-term financial and capital investments, as well as the effectiveness of realized financial investments; cash flows from investment activity; changes in receivables and payables; net profit received and the investment project`s value; proceeds from fixed assets` sale; proceeds from dividends received and interest; cost of capital assets `take. Herewith, the redistribution of investment projects according to the specified criterion is proposed to conduct in a definite order, namely: collection and data processing about investment projects` implementation as well as activities of food industry enterprises; analysis of the collected information about investment projects` efficiency and assessment of enterprises` performance efficiency; specification and rationalization of indicators used to assess the need of implementation and investment projects` comparison; setting limits for each investment project; building of equations system in accordance with set limits and selected indicators; calculations and analysis of investment projects; comparisons of the selected investment projects; building of the maximum and minimum value of the investment project. A methodological approach to the redistribution of investment projects within a company has been proposed based on the comparison of several investment projects in accordance with preliminary determined limitations; it is based on the macro- and microenvironments, the condition of the investment market and its indicators, the company’s innovative and investment advancement, the company’s speed of provisioning with the own and borrowed capital, the investment resources, which enables assessment of internal and external environments hazards’ impact. The proposed research and methodological approach allows selecting and implementing an investment project for companies provided incorporation of methods, tools, the project management system balancers and by comparing the investment projects on the basis of certain formal criteria.

Key concepts: Open-ended investment company, Return on investment, Separately managed account, Fixed asset, Finance, Investment (military), Net present value, Business

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