Methodological Tools for Investment Risk Assessment for the Companies of Real Economy Sector

Zholonko, Tetiana; Grebinchuk, Olesia; Bielikova, Maryna; Kulynych, Yurii; Oviechkina, Olena

doi:10.3390/jrfm14020078

Cited by 6 publications

(6 citation statements)

References 22 publications

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“…The conditions mentioned earlier also include an effective enterprise management quality system (Alsawafi et al, 2021). Furthermore, the company requires a high or sufficient competitiveness level (Tarigan et al, 2021), as well as its investment attractiveness (Binh et al, 2020;Zholonko et al, 2021). Studies indicating that effective business development depends on the educational and professional potential of the staff include Alhusen and Benna (2021).…”

Section: Discussionmentioning

confidence: 99%

Quality management of the integrated development of Ukrainian light industry enterprises

Boichenko

Klymenko

Шевчук

et al. 2022

JEECAR

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This research aims to form a comprehensive methodological approach to assessing the quality of the integrated development of Ukrainian light industry enterprises as a groundwork for effective managerial decision-making. The methodological research toolkit includes developing an integration map, and modeling and forecasting the results of integrated development. This comprehensive evaluation helps to justify the effectiveness of management decisions and increase the quality of integrated enterprise development, as well as their performance as a whole. Based on the formed map of enterprise integration, groups of enterprises were identified: forwards, strikers, defenders, and outsiders. Using integrated development modeling, the potential quality level of a 1% cost increase in integrated development and the volumes of product sales of the surveyed companies was determined with regard to the group distribution for the period up to 2025. A considerable increase in the efficiency of integrated development is provided for the forward companies. It has been found that a high-quality level of the management of integrated development in light industry enterprises requires a longer period of time compared to other groups of enterprises due to the slow pace of reducing the cost of integrated business development.

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Section: Discussionmentioning

confidence: 99%

Quality management of the integrated development of Ukrainian light industry enterprises

Boichenko

Klymenko

Шевчук

et al. 2022

JEECAR

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“…They also stated that qualitative or index system evaluation methods are often utilized, although they may not take investment risk or policy considerations into account (Liu et al, 2018). Research Zholonko et al (2021) examined investment risk assessment methodological approaches. When assessing investment risks, they underlined the significance of considering the investment project's environment, duration, scale, risk position, profile, risk appetite, repercussions, capacity, and impact results (Zholonko et al, 2021).…”

Section: Literature Review Investment Decision-makingmentioning

confidence: 99%

“…Research Zholonko et al (2021) examined investment risk assessment methodological approaches. When assessing investment risks, they underlined the significance of considering the investment project's environment, duration, scale, risk position, profile, risk appetite, repercussions, capacity, and impact results (Zholonko et al, 2021).…”

Section: Literature Review Investment Decision-makingmentioning

confidence: 99%

Exploring the Interplay of Investment Knowledge, Motivation, Minimum Capital, and Risk Perception in Shaping Students' Interest in Capital Markets

Hasanudin

2023

J. Manaj. dan Kewirausahaan

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The primary objective of this research is to conduct an analysis of the impact of independent variables, specifically Investment Knowledge, Motivation, Minimum Capital, and Risk Perception, on Investment Interest. The study encompasses the 2019 cohort of students enrolled in the Management Study Program, comprising a total of 453 individuals, including both regular students and employees. The selection of the research sample follows a probabilistic approach, utilizing purposive sampling techniques. This method involves the establishment of specific criteria that prospective samples must meet, resulting in a final sample size of 212 students. Data collection was accomplished through the distribution of questionnaires to the student cohort, serving as the primary data collection instrument. The data analysis procedures employed in this study encompass descriptive analysis and inferential analysis, with the latter involving multiple linear regression. Statistical analysis was conducted using the Statistical Product and Service Solution (SPSS) version 23.0 software. The findings of this research underscore the significant and positive influence of Motivation, Minimum Capital, and Risk Perception on Investment Interest. However, it is worth noting that Investment Knowledge, while positively correlated with Investment Interest, did not yield statistically significant results in this context.

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“…However, another shortcoming of the method (i.e., its one-factor nature) cannot be corrected since it is a consequence of the very essence of the method. Article [5] discusses methodological approaches to investing in the company and reducing the negative impact of risks. The algorithm of expressing investment risks through related risks and assessment of these risks was defined.…”

Section: Literature Review and Problem Statementmentioning

confidence: 99%

“…; , ν τ (5) in which the discount factor for unit annuity for n periods at a rate i is defined as follows:…”

Section: Assessment Of the Risk Of Unacceptably Low Profitability Of ...mentioning

confidence: 99%

Development of a systems approach to assessment of investment project risks: risks of unacceptably low project profitability

Vasiliev

Vasilieva

Tupko

2022

EEJET

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A new systems approach to quantitative estimation of financial risks of investment projects was proposed: an integral risk of the project as a whole for all its parameters at once and the risks for each of its parameters separately. At the same time, the very concept of the project risk has been generalized: instead of the conventional risk of unprofitability, a new, more general concept of the risk of unacceptably low project profitability has been introduced. Two levels of the project profitability were considered: a level acceptable to the investor and a realistically achievable level. Corresponding values of design parameters and indices of financial efficiency of the project were found for these levels. Based on the found values, relative margins of investment acceptability and risks of unacceptably low profitability of the project were calculated. A procedure of comprehensive assessment of the risk of unacceptable low profitability of the project for cases of high certainty and partial uncertainty has been developed. Explicit formulas for quantitative risk assessment of unacceptably low profitability of the project have been derived, ranges of values of all risks under consideration have been determined and appropriate recommendations have been given. Explicit formulas for calculating the values of project risks and dynamic points of project acceptability are convenient and useful for software implementation (for example, within the Monte Carlo method). For the Monte Carlo method and the method of scenarios, another alternative approach to assessing the integral risk of unacceptably low project profitability was proposed by the authors based on the direct calculation of unacceptable scenario values of any criterion of the project financial efficiency. A new index of financial efficiency of the project has also been introduced: a discounted period of acceptable return (discounted payback period of the project is its special case).

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Methodological Tools for Investment Risk Assessment for the Companies of Real Economy Sector

Cited by 6 publications

References 22 publications

Quality management of the integrated development of Ukrainian light industry enterprises

Quality management of the integrated development of Ukrainian light industry enterprises

Exploring the Interplay of Investment Knowledge, Motivation, Minimum Capital, and Risk Perception in Shaping Students' Interest in Capital Markets

Development of a systems approach to assessment of investment project risks: risks of unacceptably low project profitability

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