Development of strategies for financial and investment activity of the enterprise
Students Name: Strepko Iryna
Qualification Level: magister
Speciality: Business Economics
Institute: Institute of Economics and Management
Mode of Study: part
Academic Year: 2022-2023 н.р.
Language of Defence: англійська
Abstract: I. Z. Strepko, Ya. V. Yukhman (Supervisor). Development of strategies for financial and investment activity of the enterprise. Master’s thesis. – Lviv Polytechnic National University, Lviv, 2022. The paper examines the justification of strategies of financial and investment activities of an economic entity [1-3]. This work contains four chapters. The first chapter describes the economic essence of the company’s financial and investment strategies, the peculiarities of choosing these strategies. The main principles and sequence of the development of strategies for financial and investment activity of companies are outlined. Characteristic features of the selection of key strategic goals of the implementation of financial and investment activities are highlighted. In the second section, the general indicators of Gama LLC are analyzed. An assessment of the financial condition of "Gama" LLP was carried out. Separate indicators of the financial and investment activities of Gama LLC were evaluated. In the third chapter, the factors affecting the choice of strategies of financial and investment activity are investigated. Factors influencing the selection of a rational portfolio of strategies for financial and investment activity of Gama LLC were evaluated. The final portfolio of strategies for financial and investment activity of Gama LLP has been created. In the fourth chapter, the strategy of directing the profit of "Gama" LLP was selected. A model for establishing a rational structure of sources of financial support for the investment activities of the "Gama" firm has been developed. The strategy of financing the implementation of investment activities of LLC "Gama" has been chosen. The object of research in this qualification work is the limited liability company "Gama". At the same time, the subject of the study is the methodical and theoretical-applied principles of substantiating the selection of strategies for the financial and investment activity of an economic entity. The theoretical basis of this work was a number of domestic legislative and regulatory acts; monographs, textbooks, various thematic articles; accounting and statistical reporting materials of "Gama" company. The practical importance of the proposals developed in this work will consist in providing the managers and specialists of the "Gama" enterprise with scientifically based recommendations on: the distribution of its net profit; selection of a portfolio of the best financial and investment strategies; calculation of the balanced structure of funding sources for relevant projects. In order to solve the tasks, we used the following methods of research of economic phenomena: generalization - with the aim of forming a justified combination of strategies of financial and investment activity of the company under study; economic and mathematical modeling - in order to optimize the amount of those investment resources that should be invested in the development of the studied economic entity; systematic analysis - in order to carry out a detailed assessment of the current financial state of the subject under investigation; economic analysis - for the purpose of analyzing the key financial and economic indicators of the enterprise; surveying - for the purpose of surveying company owners. This work structurally includes: an introduction, which, among other things, substantiates the relevance of the topic, four chapters, as well as conclusions and a list of sources. The main material of the completed work is presented on 87 pages. Key words - investments, financial and investment activity, evaluation, strategy, financing. List of used literary sources. 1. Chen, S.-G. & Lin, Yi-K. (2008). An evaluation method for enterprise resource planning systems. Journal of the Operations Research Society of Japan, (51(4)), 299–309. 2. Detemple, J. & Kitapbayev, Y. (20180. Optimal Investment under Cost Uncertainty. Risks, (6 (1)), 5. 3. Emelyanov, A., Kurylo, O. & Vysotskij, A. (2013). Structuring expenses of industrial enterprises in the evaluation process of its production and sales potential. Ekontechmod. An international quarterly journal, (4), 11?17.