UDC 330.322:336.71; JEL G20, G21, O22
Tyazhkorob, I., & Holub, R. (2018). Investytsiynyy konsaltynh u rozvytku investytsiynoho biznesu bankiv Ukrayiny [Investment consulting in the development of investment business of banks of Ukraine]. In Sotsial'no-ekonomichni problemy suchasnoho periodu Ukrayiny [Socio-Economic Problems of the Modern Period of Ukraine]: Vol. 130 (2) (pp. 48-62). Retrieved from http://ird.gov.ua/sep/doi/sep2018.02.062. [in Ukrainian].
Sources: 9

Authors



Tyazhkorob Iryna Volodymyrivna

Doctor of Economics, Associate Professor

Associate Professor of the Department of finance, banking and insurance of the Lviv Institute of the University of Banking

Contacts: ira.tyazhkorob@gmail.com

Webpages:

Holub Roksolana Rostyslavivna

Ph.D. of Economics

Associate Professor of the Department of finance, banking and insurance of the Lviv Institute of the University of Banking

Contacts: or.golub@gmail.com

Webpages:

Resume

It is noted that in the developed countries of the world, consulting is an important tool of market infrastructure. The investment direction of banking business allows developing diversification processes at the level of the banking system, diversifying the assets of banks, and improving the structure of liabilities. Investment consulting activity allows flexible adaptation of banking business to changes in the market situation, making the banking business more stable. It is noted that in the Ukrainian banking market, the need to allocate investment consulting services is due to the extraordinary complexity of the investment area, the variety of investment instruments, the rapid change in the investment situation, the availability of investment risks, high profitability of investment business in comparison with classic banking. A monographic analysis of the concept of «investment consulting» was conducted. In modern scientific publications, the concept of «investment consulting» is considered as independent professional services, as a means of clarifying, assisting and supporting investment, as a tool for managing property, capital, resources or the search tool for investors and business partners, as a kind of intellectual or informational analytical activity in the sphere of investment and as a system of measures to stimulate investment. The procedure of preparation and conducting of investment consulting is determined. The procedure for preparing and conducting investment consulting involves the implementation of procedures for setting tasks, developing and agreeing specifications, conducting research with a consultant, preparing final products (analytical, methodological, consulting, training) and counseling. Based on the study of the theoretical foundations of Western management, it has been established that financial, legal, and investment monitoring is facilitated by the creation of appropriate analytical services and research centers in financial institutions. The emphasis is placed on the fact that the use of flexible organizational management systems will facilitate integration of the investment business-direction into the bank’s structure. Such management systems of the bank’s activities are modular, divisional and other modern forms of their combination. It is noted that the presence in the banking structures of a highly professional team of specialists, in particular, economists, mathematicians, lawyers, programmers, will enable the provision of qualitative and operational investment consulting services.

Keywords:

investment consulting, consulting services, investment business, development, bank

References


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