Methodology of step-by-step design of investment project portfolio
DOI:
https://doi.org/10.34185/1562-9945-2-151-2024-15Keywords:
design methodology, project portfolio, life cycle, cycle phase, hierarchy analysis method.Abstract
Forming a portfolio of projects is a key task of managing an organization. Analysis of the life cycle of the project portfolio shows that the phase of project portfolio selection is the most important. Until now, the problems of this phase have not found an optimal solution. Therefore, the authors propose a methodology for the step-by-step design of a portfolio of investment projects. The first stage is the formation of a portfolio of projects based on mathematical programming and modeling methods. The second stage is the evaluation of the effectiveness of the selected projects by the method of analysis of hierar-chies. The third stage is the distribution of investors' funds between the projects of the project portfolio on the basis of playing with nature. The evaluation of the effectiveness of three projects was carried out using the method of hierarchy analysis. The criteria are indicators of efficiency: indicator of scientific and technical efficiency, economic indica-tor, social indicator and indicator of ensuring information security. Each criterion has 4 subcriteria. The results of the calculation determined the following efficiency of the pro-jects: the first (44.36%), the second (22.95%) and the third (32.70%). Therefore, it is nec-essary to distribute resources between projects in such proportions. It has been proven that the design of a portfolio of investment projects is a complex process, and it must be carried out in stages, using modern mathematical decision-making methods and tech-nologies for each of them.
References
Saati T. Decision making. Hierarchical analysis method. Moscow: Radio and Communication, 1993. 314 p.
Badyul M. G., Kramarenko V. A. Application of the method of analysis of hierar-chies in design and construction. Construction, materials science, mechanical engi-neering. 2013. No. 70. P. 27-35.
Syerikov A. V., Bilotserkivskyi O. V. The method of analyzing hierarchies in deci-sion-making: teaching. manual Kharkiv: BURUN BOOK, 2006. 144 p.
Sinyuk V. G., Shevyrev A. V. The use of information and analytical technologies in making management decisions: training. manual Moscow: Exam, 2003. 160 p.
Mykhalev A. I., Alpatov A. P., Baklan I. V. Structural synthesis of project manage-ment systems: training. manual, edited by A. I. Mykhalev. Dnipropetrovsk: IC "Sys-tem Technologies", 2013. 144 p.
Ershova N.M. Models and methods of decision-making theory: teaching. manual Dnipro 2016. 246 p.
Development of the design method of the enterprise for the release of new prod-ucts / N. Ostanina et al. Technology audit and production reserves. 2017. Vol. 1, no. 2(39). P. 61-68. URL: https://doi.org/10.15587/2312-8372.2018.123580 (date of ac-cess: 26.03.2024).
Ershova N. M., Ostanina A. O. Certificate of copyright registration for the scien-tific work "Methodology of enterprise design for the production of new products", No. 76491 dated 02.01.2018.
Downloads
Published
Issue
Section
License
Copyright (c) 2024 System technologies
This work is licensed under a Creative Commons Attribution 4.0 International License.
