Modern aspects of financial and investment analysis and risk assessment

Nataliia Slobodian


Introduction. The effectiveness of enterprises in the long-term period, ensuring their development and increasing competitiveness is primarily determined by the level of their investment activity. At the current stage, the issues of interaction and relationship of investment and financial analysis are particularly relevant, since in their combination it is possible to form a complex of constituent elements to ensure the selection and justification of new management decisions regarding the financial and investment activities of the enterprise and new concepts and methods of risk assessment.

Goal. The purpose of the article is to generalize methodical approaches to the analysis of financial and investment decisions in the conditions of a growing uncertain economic situation and risk assessment methods, highlighting their advantages and disadvantages.

Method (methodology). The following methods were used during the research: abstract-logical and monographic methods were used in the process of theoretical generalization and formulation of conclusions; the method of system analysis, induction and deduction was used in the systematization of methodical approaches to risk assessment.

The results. The method of assessing the risks of financial and investment activity is summarized, the components of investment risk are highlighted, and the ways of minimizing risks at the current stage are shown. The methods of preventing financial risks of investment projects, which are used in financial management, are given.

Conclusions. In the conditions of the post-war recovery of the economy of Ukraine, investment in industry and other areas, further development of the methodology for evaluating the effectiveness of investments, the development and application of information and analytical support for financial and investment decisions, taking into account own, corporate and market risk, is necessary.


financial and investment activities; risks of investment projects; risk assessment methods; risk management methods

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Science Works Journal "Ekonomichnyy analiz"

ISSN 1993-0259 (Print)  ISSN 2219-4649 (Online) DOI: 10.35774/econa

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