4)
the zone of low quality characterized by the presence of performances-
indicators of the quality of the formation (use) of the investment potential of the
overwhelming majority (over 50% of all indicators) of indicators with negative trends
in the dynamics of their values;
5)
the unsatisfactory quality zone characterized by stable and / or growing
negative trends in dynamics for all performances-indicators of the assessment of the
quality of the formation (use) of the investment potential (100% values are
characterized by stable negative and / or negative trends in the dynamics of their
values).
Thus, the zonal ranking of the level of quality of formation and use of investment
potential different in the status of investment institutes in the financial market, in a
generalized form, positions as the degree of potential opportunities of one or another
institution to carry out investment activities, and the degree of implementation of these
opportunities.
Phasing of formation the investment strategy of various financial market
institutions. The resulting values of the zonal ranking of the quality of the formation
and use of investment potential of the performance-institute, which relates to a certain
group of investors in the financial market, make it possible to determine not only the
kind but also the type of investment strategy of a particular institute. It should be noted
that scientists present different stages in the process of formation and implementation
of an investment strategy, both in terms of content and number. Thus, the emphasis on
the appropriateness of separation in the process of formation and implementation of
the investment strategy of corporate and institutional investors among scholars [7; 8;
9; 10] is done at such stages as:
- definition of the period of realization of the investment strategy;
- research of factors of external investment environment and conditions of the
investment market;
- definition of strategic goals of investment activity;
- evaluation of the results of the developed investment strategy.
However, given that the development of an investment strategy is a multi-faceted
process characterized by a system of formalized criteria, which assesses and
implements the investment opportunities of the institute-investor, modeling a
promising investment position and ensuring its achievement, we consider it necessary
in developing an investment strategy for the mandatory inclusion of investment
opportunities the institute-investor, and, consequently, assess the level of quality of the
formation and use of its investment potential. Based on this assertion, in developing an
investment strategy, we believe it is necessary to adhere to such a phasing.
Stage 1. Determination the period of implementation investment of the institute-
investor’s investment strategy. The initial stage of developing an investment strategy
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