Statistical assessment of project economic priority in company's investment management

Abstract

The issues of formation and management of the company's investment portfolio in the conditions of the global deficit of financial resources caused by the COVID-19 pandemic are discussed. Symptoms-factors influencing the level of priority of investment projects, which is considered as a latent, hidden feature, are determined. The possibility of estimating this latent feature with the help of multidimensional statistical methods and models, in particular, on the basis of taxonomy methods, principal components method is substantiated. Concrete examples of application of these specified tools in the course of investment management of the Ukrainian company PJSC "Yantar" are given. It is proved that the simultaneous implementation of both studied investment projects of the company, i.e. the whole analyzed portfolio of real investments is optimal from the standpoint of the set conditions. If the company's financial conditions are such that only the sequential implementation of the planned actions is possible, then first it is necessary to implement an investment related to the improvement of the line for packaging finished products, and only then - a project to replace obsolete equipment in production.