Theoretical foundations of portfolio investment in modern conditions

Authors

E. A. Mamiy
Kuban State University, Russian Federation
A. I. Timchenko
Kuban State University, Russian Federation

DOI

https://doi.org/10.31429/2224042X_2022_66_42

Abstract

In modern conditions of the development of the Russian economy, there is an increasing interest in the stock market as a mechanism for the redistribution of the investors’ monetary resources for investment. The article considers the ways of organizing portfolio investments, presents the main principles of building a passive portfolio, as well as optimization models, the authors have deduced the key properties of the economic security of portfolio investments.

Keywords

sustainable development, SDG, ESG-investing, green financing, ESG-banking, non-financial reporting, closed-cycle economy

Authors Info

E. A. Mamiy

Candidate of Economic Sciences (Ph. D.), Associate Professor, Associate Professor of the Department of Economic Analysis, Statistics and Finance at Kuban State University

A. I. Timchenko

Candidate of Economic Sciences (Ph. D.), Associate Professor of the Department of Economic Analysis, Statistics and Finance at Kuban State University

References

  1. Богл К.Д. Руководство разумного инвестора. Надежный способ получения прибыли на фондовом рынке. М., 2013.
  2. Количество частных инвесторов на Московской бирже: пресс-релиз Московской биржи за ноябрь 2020 года. Официальный сайт. URL: https://www.moex.com/n31494/?nt=106.
  3. Huang C., Litzenberger R. Foundations for Financial Economics. New York, 1988.
  4. Markowitz H. Portfolio Selection // The Journal of Finance. 1952. Vol. 7, № 1. P. 77—90.
  5. PyPortfolioOpt Python Documentation: официальный сайт. URL: https://pyportfolioopt.readthedocs.io/en/latest/.

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Article Details

Issue

2022 · No. 2 (66)

Section

Investments

Publication History

Published 2022-06-07

How to Cite

[1]
Mamiy E.A., Timchenko A.I. Theoretical foundations of portfolio investment in modern conditions // Economics: Theory and Practice. 2022. No 2 (66). С. 42–46. DOI: 10.31429/2224042X_2022_66_42

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Copyright (c) 2025 E. A. Mamiy, A. I. Timchenko

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This work is licensed under a Creative Commons Attribution 4.0 International License.