Roman Myniv, PhD (Economics), Associate Professor, Associate Professor of Management Department, Stepan Gzhytskyi National University of Veterinary Medicine and Biotechnologies Lviv, Lviv, Ukraine

ORCID ID: 0000-0002-7673-0283
e-mail: muniv@ukr.net

Zalevskyi Yurii, Postgraduate student of Management Department , Stepan Gzhytskyi National University of Veterinary Medicine and Biotechnologies Lviv, Lviv, Ukraine

e-mail: rendikane@gmail.com

Methodological Aspects of Evaluating the Investment Activity of Territorial Communities

Abstract. Introduction. At the current stage of decentralization reform, questions of investment development efficiency in regions and territorial communities have gained significant importance. They serve as a substantial catalyst for economic growth without the need for rigid regulatory measures. They take into account the diversification of the economy, address issues of social injustice and ecology, and contribute to enhancing the efficiency of management and increasing employment opportunities for the population. Therefore, a comprehensive approach is necessary to assess investment activities at the regional level and determine a set of indicators that directly characterize the effective development of investment processes in territorial communities.

Purpose. The aim of the research is to clarify conceptual approaches to the methodology of evaluating the investment activity of territorial communities and develop a system of indicators for assessing the investment activity of territorial communities, as well as the procedure for calculating their integrated value based on various parameters of assessing the level of socio-economic development, taking into account the impact of the crisis. The analysis is based on scientific works of domestic and foreign scholars in the specified field.

Results. Conceptual views on the methodology of evaluating the investment activity of the region have been considered. A set of indicators has been proposed for assessing investment processes in territorial communities from various aspects, including the manifestation of crises and risks. The step-by-step procedure for constructing an integrated indicator to assess the level of investment activity development in a territorial community has been described. A system of indicators for assessing the conditions, processes, outcomes, and effects of the investment activity of territorial communities has been provided.

Conclusion. A system of indicators for assessing the investment activity of territorial communities has been developed, along with a mechanism for calculating the integrated value. This system will allow for the evaluation of the results of the investment process in regions of Ukraine and individual territorial communities based on various parameters. It will also enable the assessment of the level of socio-economic development, taking into account the impact of crisis phenomena.

Keywords: investment activity; territorial community; analysis and evaluation; analysis methodology.

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