Abstract

As a part of the study, the problems of forming the investment strategy of energy companies were considered. Possible ways of choosing the most rational forms of investment in the assets and a comprehensive assessment of the strategy’s effectiveness were proposed. A methodology for the qualitative and quantitative assessment of the investment strategy for the development of an enterprise has been developed by analyzing the Cobb-Douglas production function. In the paper, when solving specific problems, general economic methods of analysis, probabilistic and statistical methods, the method of expert assessments, and methods of system and comparative analysis were used. The practical application of the proposed assessment methodology is considered on the example of comparing two options for the investment strategy of an enterprise operating in the field of energy processing.

Highlights

  • The current macroeconomic situation cannot be called favorable for the expansion of investment activities of enterprises

  • The actual volume of funds of enterprises used for investment purposes has decreased in recent years due to their difficult financial situation, including the growth of unprofitable industries [1]. This indicates the low professionalism of managers in assessing the macroeconomic and market situation, as well as the lack of a well-thought-out investment strategy for participants in the investment process, which would cover a strategic period of five years or more, which can lead to low competitiveness of enterprises

  • Investment strategy belongs to the class of functional strategies and is an essential element of the strategic planning of the enterprise

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Summary

Introduction

The current macroeconomic situation cannot be called favorable for the expansion of investment activities of enterprises. It requires managers to have a scientific approach to managing the investment activities of companies, whose methodological support is still at a low level. The actual volume of funds of enterprises used for investment purposes has decreased in recent years due to their difficult financial situation, including the growth of unprofitable industries [1]. This indicates the low professionalism of managers in assessing the macroeconomic and market situation, as well as the lack of a well-thought-out investment strategy for participants in the investment process, which would cover a strategic period of five years or more, which can lead to low competitiveness of enterprises

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