Project management of investment portfolios of a company and its innovation development

Methods. To study the features of the use of project management in foreign investment management, the method of analysing literary sources and summarizing the information obtained was used. To describe the processes of investment portfolio formation in the work, the following methods were used: comparison, generalization, synthesis, and critical analysis to examine scientific works on investment and strategic management, determining the trends of research and practical approaches to managing an investment portfolio; economic and mathematical modeling to determine asset ratios when forming portfolios according to various investment strategies; methods of mathematical statistics to identify interdependencies between prices of financial instruments and their numerical characteristics; observation and systematic analysis to define the reasons for the uncharacteristic behavior of some financial instruments during the study; and methods of induction and deduction to form conclusions in the study process. Results. The paper presents the results of the US financial markets’ study from the perspective of attracting investment resources for the development of the Ukrainian economy. Special attention is paid to the possibilities of using project management methods in the implementation of innovative projects for the development of enterprises. Novelty. The application of AI in investment planning enables firms to gain a competitive edge through access to advanced technologies and adaptability in business models. These capabilities support strategic responses to dynamic stock market trends. Key tasks for investment managers include selecting long-term asset management models, analysing return deviations, and assessing correlations between assets and investment tools, project management competencies. Practical value. The article highlights the urgent need for Ukraine to transition toward an innovation-driven industrial model in response to the destruction of its legacy production base during the war. It emphasizes the creation of project offices and the development of investment and innovation strategies as essential tools for attracting and effectively managing foreign investments. The practical value lies in offering a roadmap for postwar economic recovery through international capital engagement, modern technological integration, and strategic portfolio formation tailored to the volatile global financial environment.

Authors

Institutions

Publication Details

Journal
Economic Bulletin of Dnipro University of Technology
Published
2025-06-30
DOI
https://doi.org/10.33271/ebdut/90.101
Primary Topic
Economic and Business Development Strategies
Type
article
Field-Weighted Citation Impact
0.00
Controls
|||
ALL TIME
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
article

Project management of investment portfolios of a company and its innovation development

Kyrylo Bohach, Alla Dudnyk
Economic Bulletin of Dnipro University of Technology
Economic and Business Development Strategies
article

Project management of investment portfolios of a company and its innovation development

Kyrylo Bohach, Alla Dudnyk
article en

Abstract

Methods. To study the features of the use of project management in foreign investment management, the method of analysing literary sources and summarizing the information obtained was used. To describe the processes of investment portfolio formation in the work, the following methods were used: comparison, generalization, synthesis, and critical analysis to examine scientific works on investment and strategic management, determining the trends of research and practical approaches to managing an investment portfolio; economic and mathematical modeling to determine asset ratios when forming portfolios according to various investment strategies; methods of mathematical statistics to identify interdependencies between prices of financial instruments and their numerical characteristics; observation and systematic analysis to define the reasons for the uncharacteristic behavior of some financial instruments during the study; and methods of induction and deduction to form conclusions in the study process. Results. The paper presents the results of the US financial markets’ study from the perspective of attracting investment resources for the development of the Ukrainian economy. Special attention is paid to the possibilities of using project management methods in the implementation of innovative projects for the development of enterprises. Novelty. The application of AI in investment planning enables firms to gain a competitive edge through access to advanced technologies and adaptability in business models. These capabilities support strategic responses to dynamic stock market trends. Key tasks for investment managers include selecting long-term asset management models, analysing return deviations, and assessing correlations between assets and investment tools, project management competencies. Practical value. The article highlights the urgent need for Ukraine to transition toward an innovation-driven industrial model in response to the destruction of its legacy production base during the war. It emphasizes the creation of project offices and the development of investment and innovation strategies as essential tools for attracting and effectively managing foreign investments. The practical value lies in offering a roadmap for postwar economic recovery through international capital engagement, modern technological integration, and strategic portfolio formation tailored to the volatile global financial environment.

Economic Bulletin of Dnipro University of Technology(90)
Dnipro University of Technology (UA)
Openalex Percentile: Top 74%
Economic and Business Development Strategies
AI Navigator

Ask Laika to Summarize, Analyze, and Connect papers live on the map.

Summarize Papers & Methodologies

Extract key findings, datasets, and comparative methods across publications.

Benchmark Rankings & Visual Analytics

Rank top research institutions, authors, funders, topics, and journals by Field-Weighted Citation Impact (FWCI) and paper volume with instant charts.

Connect Distant Disciplines

Bridge topological clusters on the map to find hidden collaborative intersections.