ANALYSIS OF METHODOLOGICAL TOOLS OF ENTERPRISE INVESTMENT PORTFOLIO
Journal Title: Проблеми і перспективи розвитку підприємництва - Year 2014, Vol 1, Issue 2
Abstract
The paper describes the main models and methods of forming the company investment portfolio. The aim of the article is to identify and analyze features of models of portfolio choice and to develop forming mechanism of the investment portfolio structure under risk conditions. Methodological basis for the preparation of the article were get from the works of famous Ukrainian, Russian and Western economists on the subject of the investigation. It was proposed the mechanism based on the analysis of methodological tools of investment portfolio formation. The main stages are the following: selection of the optimal number of assets, definition of risk and risk-free return of assets, definition of your own risk and market portfolio, determination of the sensitivity of investment before unanticipated changes, creation of the balance between profits and risk of the investment portfolio. The proposed mechanism of the investment portfolio structure formation allows investors to consider their priorities in terms of risk. The investor can achieve necessary rate of return which he wants to invest in an particular item, the necessary level of risk that he accepts and allowed consideration between these two categories. The research results can be used by enterprises in the formation of the investment portfolio in foreign and domestic markets.
Authors and Affiliations
Ksenia Popkova
Keywords
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- EP ID EP100317
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