Improving the formation of financial and investment strategies of the enterprise
Students Name: Habriel Borys Orestovych
Qualification Level: master (ESP)
Speciality: Economics
Institute: Institute of Economics and Management
Mode of Study: full
Academic Year: 2021-2022 н.р.
Language of Defence: англійська
Abstract: Any enterprise must imagine its future prospects, set activity goals, and determine and justify ways to achieve them [1-5]. These tasks are solved in the process of developing enterprise strategies. The process of such development is complex and requires the owners, specialists and managers of economic entities to possess relevant knowledge and skills. It is also necessary to take into account the presence of a significant number of types of enterprise strategies, including production, sales, technical, social, etc. Each of them corresponds to a certain component of the company’s activity or a certain type of their resources. Among the types of activities of enterprises, an important place is occupied by their financial and investment activities. As you know, financial activity is aimed, first of all, at attracting the necessary amounts of financial resources by enterprises, while investment activity involves the investment of funds and other investment items in certain tangible and intangible assets. Thus, it can be argued that the financial and investment activities of business entities are closely interconnected. This provides grounds for combining these types of activities into financial and investment activities. Accordingly, it is expedient to single out this type of strategies of enterprises as their financial and investment strategy. It is important to note the fact that the financial and investment strategy of the enterprise, in turn, can be divided into certain types based on different grouping characteristics. Therefore, enterprises must choose a certain combination of financial and investment strategies. In turn, this choice must be properly justified, such that it ensures high results of financial and investment activities of economic entities at an acceptable level of its riskiness. This work contains four chapters. The first chapter examines the economic essence of the company’s financial and investment strategies, the main features of their choice; the basic principles and generalized sequence of the processes of development of financial and investment strategies of companies are revealed; characteristic features of the process of selecting strategic goals of financial and investment activities are presented. In the second section, the general performance indicators of the investigated enterprise are analyzed; an assessment of its current financial condition was carried out; an evaluation of the features of the financial and investment activities of the economic entity was carried out. In the third chapter, the mechanisms of influence of various factors on the choice of the best types of financial and investment strategies of business entities are investigated; assessment of the factors that determine the direct influence on the formation of the portfolio of financial and investment strategies of the company under study; a portfolio of its best financial and investment strategies was formed. In the fourth section of the work, the strategy of using the profit of the researched organization is chosen; a model for choosing a rational structure of sources of financing for the company’s investment activity was built; the strategy of financing the implementation of investment activities of the studied business entity is substantiated. The purpose of this master’s thesis is to justify the financial and investment strategies of an economic entity. The subject of the research is the theoretical, methodical and practical principles of forming financial and investment strategies of a business entity. The scientific novelty of the presented work consists in improving the processes of distribution of the company’s profit on the basis of coordination of the most important (key) interests of its owners. The scientific novelty of this qualification work lies in the improved processes of distributing the net profit of an economic entity based on the coordination of the key interests of its 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 95 pages. Key words: financial and investment strategy, enterprise, formation, investment, management. References. 1. Chen, S.-G. & Lin, Yi-K. (2008). 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