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

Bohach K. S.; Dudnyk A. V.

Article

Issue:	2025 №2 (90)
Section:	Management
UDK:	005.7:005.33:005.4
DOI:	https://doi.org/10.33271/ebdut/90.101
Article language:	English
Pages:	101-114
Title:	Project management of investment portfolios of a company and its innovation development
Authors:	Bohach K. S., Dnipro University of Technology, Dudnyk A. V., Dnipro University of Technology
Annotation:	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.
Keywords:	Project management, Investment management, Management, Digitalization, Business project, Capital
File of the article:	EV20252_101-114.pdf
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