Economy, finances, management: topical issues of science and practical activity

SCIENTIFIC JOURNALS OF VINNITSA NATIONAL AGRARIAN UNIVERSITY

Issue №: 1 (71)

Published: 2025.05.14

DOI: 10.37128/2411-4413-2025-1

Description:
The journal deals with the issues of efficiency of functioning of the national economics and organizational forms of management of the national economy. Attention is paid to the problems of marketing, management and efficiency of production and economic activity of agrarian enterprises. The issues of public administration and administration, accounting and taxation, banking and insurance, forecasting and modeling of economic processes, foreign economic activity, commodity flows of economic entities and their infrastructure support.

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MULTIDIMENSIONAL ASSESSMENT OF INVESTMENT BANKING EFFICIENCY: INTEGRATING QUANTITATIVE AND QUALITATIVE APPROACHES

DOI: 10.37128/2411-4413-2025-1-1

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SHLONCHAK Vasyl – PhD in Economics, Senior Financial Analyst, EcoDigital AG (6300, Zug, Switzerland, 43, Baarerstrasse Str., e-mail: vasilevs353@gmail.com).

Annotation

It is substantiated that assessing the effectiveness of banks’ investment activities requires a nuanced understanding of both quantitative indicators and qualitative variables that influence strategic and operational decisions. A key challenge lies in the inherent disconnect between the complexity of investment processes often shaped by behavioral and institutional factors and the rigid structure of traditional quantitative models. Most conventional methods prioritize short-term performance and fail to adequately reflect the dynamics of the economic environment or the specificities of financial institutions. This underscores the need for a more balanced analytical framework that integrates quantitative modeling with qualitative assessments and captures the multidimensional nature of bank operations in conditions of increased economic turbulence.

This research aims to establish a theoretical foundation for developing a universal methodology for evaluating the effectiveness of banks’ investment activities. The study seeks to enhance the methodological tools for such analysis by accounting for multidimensionality, risk exposure, and the specific characteristics of the banking sector amid financial and macroeconomic instability.

A critical review of existing approaches to assessing the effectiveness of banks’ investment activities was conducted, their advantages and limitations were analyzed, relevant quantitative and qualitative parameters of effectiveness were identified, and an integrative methodology based on DEA, RAROC, and integral assessment was proposed. The study confirms that the effectiveness of investment strategies significantly depends on the accurate identification of relevant variables and the appropriateness of the analytical approach. Advanced modeling tools provide a higher degree of forecasting precision, support strategic risk analysis, and enhance decision-making quality.

The proposed theoretical and methodological approach allows for a more consistent treatment of risk profiles, behavioral factors, and institutional constraints. The integration of short-term and long-term perspectives within a unified evaluation model enhances adaptability to market volatility and improves the relevance of strategic recommendations. By reducing subjectivity and capturing systemic importance, the framework supports more resilient and informed investment decisions in the banking sector.

Keywords: investment banking efficiency, DEA, RAROC, integral assessment, risk profile, economic volatility

List of references

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7. Bezrodna, O.S. (2012). Iierarkhichna klasyfikatsiia bankivskykh stratehii [Hierarchical classification of banking strategies]. Ekonomika i orhanizatsiia upravlinnia – Economics and management organization, 1, 128–136 [in Ukrainian].

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11. Kryklii, O.A., & Podvihin, O.S. (2012). Porivniannia osnovnykh pidkhodiv do otsinky ekonomichnoi efektyvnosti bankiv [Comparison of the main approaches to assessing the economic efficiency of banks]. Molodizhnyi naukovyi visnyk UABS NBU: Seriia: Ekonomichni nauky – Youth Scientific Bulletin of the UABS NBU: Series: Economic Sciences, 2, 76–83 [in Ukrainian].

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About the journal

Topics of the journal:

С1 Economics and International Economic Relations (by specialization)

D1 Accounting and Taxation

D2 Finance, Banking, Insurance and Stock Market

D3 Management

D4 Public Management and Administration

D5 Marketing

D7 Trade

J3 Tourism and Recreation

Keywords: economics , international economic relations , accounting , taxation , finance , banking , insurance , stock market , management , public management and administration , marketing , trade , tourism and recreation

Key information:

ISSN (print): 2411-4413

DOI: 10.37128

All-Ukrainian scientific and production journal “Economics, finance, management: topical issues of science and practical activity” is a peer-reviewed open-access journal that publishes original research, theoretical articles and reviews on a wide range of economic and business issues. The articles, which have scientific and scientific-practical significance, highlight theoretical and methodological aspects of the development of agrarian sector of economy and related industries, the results of fundamental and applied research.

The purpose of the journal is to highlight the results of fundamental and applied research in the field of economic sciences, aimed at developing modern approaches to managing economic processes, financial support for enterprise activities and increasing the efficiency of economic systems. The publication is focused on creating a scientific environment for the exchange of research results between scientists, higher education students and practitioners in economic sphere, as well as on the dissemination of modern scientific and methodological approaches to solving current economic and management problems. The journal contributes to the development of the research in the field of enterprise economics, finance, accounting, auditing, management, marketing, entrepreneurship, trade, tourism and recreation, public management and administration, economic development and international economic relations, which meets the modern needs of the socio-economic development of the state.

The journal’s objectives are:

• publishing the results of fundamental and applied research in the fields of economics, international economic relations, finance, management, public administration, accounting, marketing, tourism and recreation, and entrepreneurship;

• promoting the development of modern methods of managing enterprises and organizations, increasing the efficiency of using financial and material resources;

• supporting the research aimed at improving the economic mechanisms of enterprise functioning, developing innovative activity, and increasing the competitiveness of economic structures;

• ensuring the scientific exchange of research results between higher education institutions, scientific institutions, and business entities;

• developing methods of economic analysis, forecasting, and modeling of socio-economic processes;

• disseminating of modern approaches to financial management, accounting, taxation, and control of economic activity;

• promoting the development of interdisciplinary research related to the economic support of the development of agrarian sector of economy and rural areas;

• integration of scientific research results into the international scientific space and increasing the level of scientific communication.

Publisher: Vinnytsia National Agrarian University

Link to the journal on the publisher’s website: ”Economics, finance, management: topical issues of science and practical activity”

Frequency of issue: 4 times a year.

Language of publication: Ukrainian, English.

Editor-in-Chief: Inna Honcharuk

State registration: Decision of the National Council of Ukraine on Television and Radio Broadcasting No. 1337 and No. 1178. Media identifier – R30-05171. Publisher registration number (EDRPOU) 00497236.

Publisher’s ROR: https://ror.org/05m3ysc06 Publisher’s DOI prefix: 10.37128 ISSN (print): 2411-4413

Publisher DOI prefix: 10.37128 ISSN (print): 2411-4413

The scientific journal is included in category "B" of the List of scientific professional publications of Ukraine, in which the results of dissertations for the degree of Doctor and Candidate of Sciences in the specialties C1 (051) - Economics, D1 (071) - Accounting and Taxation, D2 (072) – Finance, Banking, Insurance and Stock Market, D3 (073) – Management, D5 (075) – Marketing, D7 (076) – Entrepreneurship and Trade, (241) – Hotel and Restaurant Business, D4 (281) – Public Management and Administration (Order of the Ministry of Education and Science of Ukraine dated March 17, 2020 №409)

History of journal:

Founded in 1997 under the name ”Bulletin of Vinnytsia State Agricultural Institute”. In 2010-2014 it was published under the name “Collection of Scientific Papers of Vinnytsia National Agrarian University”. Since 2015 “Economics, finance, management: current issues of science and practical activity” (Certificate of State Registration of Mass Media No. 21154-10954 PR dated 12/31/2014).