Stages of development of the company's investment strategy

1. stages of development of the company's investment strategy

STAGES OF
DEVELOPMENT OF THE
COMPANY'S
INVESTMENT STRATEGY
BALTABEK OLZHAS
MANAGEMENT 17-1

2. .

Real investment – investment of capital in the
creation of real economic assets related to operating
activities and solving socio-economic problems of an
economic entity. Real investments include investments in
fixed assets, inventory, and intangible assets (scientific
and technical, intellectual products, etc.). A strategic
investment center is an independent structural unit of an
enterprise that specializes in performing certain functions
or areas of investment activity and ensures the effective
economic activity of certain strategic zones of the
enterprise. Strategic goals of investment activity –
parameters of the company's strategic investment
position that allow managing investment activity in the
long term and evaluating its results.
.

3. /

Success in business depends onthe
correctness and validity of the chosen
strategy of economic and investment
activities.

4. THE CONCEPT OF INVESTMENT STRATEGY AND ITS ROLE IN THE DEVELOPMENT OF THE ENTERPRISE

Investment strategy- the concept of
development of investment activity.
In modern economic conditions, an investment
strategy is one of the determining factors for the
successful and efficient development of an enterprise.

5. .

Investment strategy:this is a system of long-term goals of an
enterprise's investment activity,which are determined by the
General objectives of its development and investment
ideology,this is the choice of the most effective ways to
achieve these goals.

6. The investment strategy acts as a master plan for the investment activity of the enterprise, defining:

THE INVESTMENT STRATEGY ACTS AS A MASTER PLAN FOR
THE INVESTMENT ACTIVITY OF THE ENTERPRISE, DEFINING:
•1). priorities of investment activities
•2). forms of investment activity
•3). the nature of the formation of investment resources of the
enterprise
•4) sequence of stages of implementation of long-term investment
goals of the enterprise
•5). limits of possible investment activity of the enterprise in the
directions and forms of its investment activity6). a system of forming
criteria by which the company models, implements and evaluates its
investment activities.

7. The process of developing an investment strategy requires the allocation of objects of strategic management of the enterprise.

THE PROCESS OF DEVELOPING AN INVESTMENT
STRATEGY REQUIRES THE ALLOCATION OF OBJECTS OF
STRATEGIC MANAGEMENT OF THE ENTERPRISE.
These include:
1. enterprises in General
2. 2. strategic management zones
3. 3. strategic center.A strategic business zone is an
independent business segment within an enterprise
that operates in a number of related industries
United by a common demand or commonality of
raw materials and technologies used.A strategic
investment center is an independent structural unit
of an enterprise that specializes in performing certain
functions or areas of investment activity and ensures
effective economic activity of certain strategic
business zones.

8. What does the developed investment strategy provide?

WHAT DOES THE DEVELOPED INVESTMENT STRATEGY
PROVIDE?
provides a mechanism for implementing long-term
General and investment goals for the upcoming
economic and social development of the
enterpriseallows you to really evaluate the investment
opportunities of the enterpriseallows you to maximize
the investment potential and actively maneuver
investment resourcesprovides an opportunity to quickly
implement new investment opportunities that
inevitably arise in the process of changing factors of
the external market investment environment

9. /

•5. allows you to predict possible options for the
development of the external investment environment
and reduce the impact of negative factors on the
company's activities
•6. provides a clear relationship between strategic,
tactical (current) and operational management of
investment activities
•7. reflects the company's advantages in a competitive
environment8. determines the appropriate investment
policy in the implementation of the most important
strategic investment decisions.

10. Types of investment strategies :

TYPES OF INVESTMENT STRATEGIES :
•1.The strategy of effectiveness of the owner
•2. Speculative strategy.
•3. A strategy for active management.
•4. The strategy of flexible response.
•5. The strategy of market timing.
•6. Strategy as a way to realize the economic potential of the
enterprise
•7. Strategy as a way to use the competitive advantages of
the enterprise.

11. THE FORMATION OF STRATEGIC PURPOSES OF INVESTMENT ACTIVITY.

The strategic goals of an enterprise's investment
activity are (described in a formalized form) the
desired parameters of its strategic investment position,
which allow it to conduct this activity in the long term
to evaluate its results.Strategic goals can be classified
according to the following criteria (see table):

12. .

The main (main) goals are related to:improving the
level of welfare of the owners of the enterprisemaximizing
its market value.
Goals should provide:- selection of the most
effective areas of real and financial investment- increase
in the level of investment profitability- growth of income
from investment activities- changes in the industry and
regional focus of investment activities- reducing the level
of investment risks and. t. p.
Auxiliary goals combine all other economic and
non-economic goals and contribute to the achievement
of the main and main goals.
.

13. Auxiliary goals (supporting) should be expressed in target strategic standards. For example:

AUXILIARY GOALS (SUPPORTING) SHOULD BE
EXPRESSED IN TARGET STRATEGIC STANDARDS.
FOR EXAMPLE:
• level of industry diversification of real or financial investmentslevel of
regional diversification of real or financial investmentsratio of internal
and external investments of the enterprisethe maximum level of
liquidity of real investment objects or a portfolio of financial
investments

14. When forming standards, it is important to:

WHEN FORMING STANDARDS, IT IS IMPORTANT TO:
-correctly identify desirable and undesirable, but possible
trends in the development of individual indicators of
investment activity- take into account objective limitations
in achieving the standards (for example, the size of the
enterprise, the amount of investment resources, etc.).Thus,
the strategic goals of a small enterprise are usually limited to
real investment and are subordinated to the tasks of
economic development and renovation of retiring fixed
assets and intangible assetsLarge enterprises can allow the
implementation of financial investment, diversification of
investment activities in the industry and regional sections.

15. For enterprises, it is always objective to match the needs of ensuring the operational process with the amount of available

FOR ENTERPRISES, IT IS ALWAYS OBJECTIVE TO MATCH
THE NEEDS OF ENSURING THE OPERATIONAL PROCESS
WITH THE AMOUNT OF AVAILABLE INVESTMENT
RESOURCES.
This gives rise to the concept of "critical mass of
investment".
"critical mass of investments»
describes the minimum amount
of investment activity that allows
the company to generate net
operating profit.