Strategic Investment Instruments for Managing the Financial Assets of an Enterprise

Abstract

The article considers theoretical and applied aspects of investment capital management, the strategic investment instruments for increasing the equity of companies have been studied. The structuring of strategic investment instruments in the financial asset management system of business units is presented. A system of integrated evaluation of stock investment instruments of issuing companies with the definition of multipliers of efficiency of economic indicators has been formed. The assessment of the main corporate actions of enterprises through the analysis of financial components: stocks, bonds, project financing, financial leasing, obtaining loans from other businesses and government agencies. Due to this, the efficiency of corporate governance is traced by reducing the administrative and organizational costs of managing a minority stake. The following financial instruments were also analyzed: squeeze-out, buyback and offer. Investing in the renewal, modernization, equipping of fixed assets of enterprises is one of the main components of the production activities of business units. Therefore, financial leasing and lending operations are one of the activators of the investment direction of business structures. The international aspect of the leaders of the buyback program. The parameters of influence on the complex research at an estimation of stock investment instruments are given. The dynamics of growth of bond issue by enterprises, capital investments by sources of financing are reflected. Positive and negative factors of influence at realization of investment instruments in management of financial assets of the enterprises are offered. The investment instruments are reviewed according to the degree of risk, which allows forming financial assets of business structures, optimizing their strategic financial portfolio, increasing capitalization in the stock market. The study states the fact that integrating alternative investment instruments into management activities, companies independently, modeling the riskiness of each factor, form the structure of their own investment portfolio, which allows them to effectively carry out financial and economic activities in the strategic perspective.

Analysis of modern tools of investment in renewable energy of Ukraine

“…Євтухова у своїх дослідженнях зазначає, що вибір стратегічного інвестиційного інструменту потребує зважування співвідношення ступеню ризику, «оскільки є прямий зв'язок між рівнем дохідності та умовами реалізації певних інвестиційних рішень. Рішення щодо використання певних інвестиційних інструментів завжди залежить від корпоративних дій підприємства-емітента» [6]. Тому для ефективного здійснення фінансово-господарської діяльності у стратегічній перспективі компанії інтегрують інструменти залучення інвестицій, самостійно моделюючи ризиковість кожного інструменту, формуючи таким чином власний інвестиційний портфель.…”