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Development of identification criteria of the investment strategy of machine-building enterprises

Abstract

Development of identification criteria of the investment strategy of machine-building enterprises

Romanovich M.A.

Incoming article date: 17.04.2015

The article is devoted to the development of identification criteria of the investment strategy of machine-building enterprises using the data of the accounting (financial) statements. The type of investment strategy to determine it is proposed to use a combination of three criteria, including the share of spending on modernization of the payments of the organization, the share of the upgrade costs in the cost of fixed assets and the share of portfolio investments in the payments of the organization. the author identified seven types of investment strategies engineering enterprises, depending on the combinations of values of these criteria. The advantage of such approach is that interested external users of financial information about the activities of enterprises, including potential investors, will be able to assess the type of the current investment strategy of the enterprise, and its possible change. These results can be used in the development of programs for the development of investment activity at the regional level.

Keywords: type of investment strategy, criteria of identification, accounting and reporting, payments on investment transactions