Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio

One of the effective special tools used to achieve the least risk and sustainable income of investment in enterprises is the investment portfolio. At the same time, one of the simplest and most effective strategies to minimize investor risk is its diversification.The article presents the results of...

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Autores principales:	D. N. Gavrilina, A. S. Ogareva
Formato:	article
Lenguaje:	EN RU
Publicado:	North-West institute of management of the Russian Presidential Academy of National Economy and Public Administration 2021
Materias:	risk minimization strategy strategic trends diversification securities portfolio metallurgical industry financial analysis Political institutions and public administration (General) JF20-2112
Acceso en línea:	https://doaj.org/article/5fd85e17cd7b4ccfa0d731b8aec2ad69
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spelling	oai:doaj.org-article:5fd85e17cd7b4ccfa0d731b8aec2ad692021-11-12T10:46:15ZStrategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio1726-11391816-859010.22394/1726-1139-2021-9-31-44https://doaj.org/article/5fd85e17cd7b4ccfa0d731b8aec2ad692021-11-01T00:00:00Zhttps://www.acjournal.ru/jour/article/view/1785https://doaj.org/toc/1726-1139https://doaj.org/toc/1816-8590One of the effective special tools used to achieve the least risk and sustainable income of investment in enterprises is the investment portfolio. At the same time, one of the simplest and most effective strategies to minimize investor risk is its diversification.The article presents the results of the performed strategic financial analysis of the effectiveness of diversification of the formed sectoral investment portfolio using the example of large enterprises of the metallurgical industry. The choice of industry was determined by the fact that metallurgy is one of the fastest growing industries in the world economy.The article analyzes the strategic development trends of the metallurgical industry and considers the three largest companies in this industry (“MMK”, “Severstal”, “NLMK”). Their activity was analyzed in dynamics based on financial reporting data presented on company websites.Comparative analysis was carried out on such indicators of financial analysis as current liquidity ratios, equity and financial leverage concentration ratios, as well as interest-to-payment ratios, turnover of reserves and funds in turnover, profitability of the companies under consideration.In the resulting formation of the investment portfolio, correlation coefficients between the returns of the shares of these companies were calculated. It was established that the financial situation, as well as the low correlation coefficient between the assets of the reviewed companies, allow us to form from their shares an industry investment portfolio that minimizes the risks of a potential investor.D. N. GavrilinaA. S. OgarevaNorth-West institute of management of the Russian Presidential Academy of National Economy and Public Administration articlerisk minimization strategystrategic trendsdiversificationsecurities portfoliometallurgical industryfinancial analysisPolitical institutions and public administration (General)JF20-2112ENRUУправленческое консультирование, Vol 0, Iss 9, Pp 31-44 (2021)
institution	DOAJ
collection	DOAJ
language	EN RU
topic	risk minimization strategy strategic trends diversification securities portfolio metallurgical industry financial analysis Political institutions and public administration (General) JF20-2112
spellingShingle	risk minimization strategy strategic trends diversification securities portfolio metallurgical industry financial analysis Political institutions and public administration (General) JF20-2112 D. N. Gavrilina A. S. Ogareva Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
description	One of the effective special tools used to achieve the least risk and sustainable income of investment in enterprises is the investment portfolio. At the same time, one of the simplest and most effective strategies to minimize investor risk is its diversification.The article presents the results of the performed strategic financial analysis of the effectiveness of diversification of the formed sectoral investment portfolio using the example of large enterprises of the metallurgical industry. The choice of industry was determined by the fact that metallurgy is one of the fastest growing industries in the world economy.The article analyzes the strategic development trends of the metallurgical industry and considers the three largest companies in this industry (“MMK”, “Severstal”, “NLMK”). Their activity was analyzed in dynamics based on financial reporting data presented on company websites.Comparative analysis was carried out on such indicators of financial analysis as current liquidity ratios, equity and financial leverage concentration ratios, as well as interest-to-payment ratios, turnover of reserves and funds in turnover, profitability of the companies under consideration.In the resulting formation of the investment portfolio, correlation coefficients between the returns of the shares of these companies were calculated. It was established that the financial situation, as well as the low correlation coefficient between the assets of the reviewed companies, allow us to form from their shares an industry investment portfolio that minimizes the risks of a potential investor.
format	article
author	D. N. Gavrilina A. S. Ogareva
author_facet	D. N. Gavrilina A. S. Ogareva
author_sort	D. N. Gavrilina
title	Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
title_short	Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
title_full	Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
title_fullStr	Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
title_full_unstemmed	Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio
title_sort	strategic assessment of the efficiency of diversification of the industry investment portfolio
publisher	North-West institute of management of the Russian Presidential Academy of National Economy and Public Administration
publishDate	2021
url	https://doaj.org/article/5fd85e17cd7b4ccfa0d731b8aec2ad69
work_keys_str_mv	AT dngavrilina strategicassessmentoftheefficiencyofdiversificationoftheindustryinvestmentportfolio AT asogareva strategicassessmentoftheefficiencyofdiversificationoftheindustryinvestmentportfolio
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Strategic Assessment of the Efficiency of Diversification of the Industry Investment Portfolio

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