Akademik Veri Yönetim Sistemi
International Conference on Business and Technology (ICBT), İstanbul, Türkiye, 6 - 07 Kasım 2021, cilt.487, ss.793-802, (Tam Metin Bildiri)
The purpose of the study is to develop methodological approaches to the analysis of financial investments of trade enterprises. The information base of the article is presented by scientific works of domestic and foreign scientists. The research is based on scientific methods, among which it is expedient to distinguish: analysis and synthesis, comparison, idealization and abstraction, as well as systematization and generalization-during the formulation of conclusions as a result of the study. It has been found that the largest share in the structure of the total number of economic entities of Ukraine is occupied by trade enterprises; it is expedient to direct renewal reforms to them in order to achieve the maximum economic effect. The analysis of statistical information in general shows transformational shifts; however, in the conditions of a pandemic, the positive dynamics have an insignificant (insufficient) level or are absent at all. This confirms the need to manage the financial investments of trade enterprises as a mechanism for obtaining a return on investment in securities-stocks, bonds, contributions, etc. In the course of the research it was proposed to define the concept of risk as the level of financial losses. Methods of risk assessment have been considered: a technique based on the analysis of the sensitivity of the market conditions; methodology based on the analysis of the probable distribution of profitability. The stages of investment portfolio formation are determined, among which are the following: formation of goals taking into account priority; selection of a financial institution according to the following criteria: the reputation of the enterprise, availability of information, types of portfolios offered by the enterprise, the profitability of portfolios, types of financial instruments; choosing a bank that will maintain an investment account.