Investment strategy test

Question 1. The investment strategy is:

A) a mechanism for the implementation of long-term capital investments;

B) the system of long-term goals of the investment activity of the enterprise, determined by the general objectives of its development and investment ideology;

C) a set of organizational, technical and methodological measures for the implementation of promising investment projects and programs.

Question 2. Ensuring access to the "critical mass of investments" occurs in the following period of the enterprise life cycle:

A) "youth";

B) "childhood";

C) "early maturity".

Question 3. Founder of modern investment theory:

A) James Tobin;

B) Harry Markowitz;

C) J.M. Keynes.

Question 4. One of the parameters of the strategic investment level of the enterprise is:

A) favorable investment climate;

B) stage of the enterprise life cycle;

C) the level of strategic thinking of the owners and investment managers of the enterprise.

Question 5. The investment climate is:

A) a set of optimal conditions for the implementation of investment and economic processes;

B) a favorable investment environment for making financial and real investments;

C) a set of legislative, socio-economic, financial, political and geographical factors inherent in a given country (region, industry), which have a significant impact on the investment activity of real and potential investors.

Task 2

Question 1. One of the principles of developing an investment strategy is:

A) Taking into account the basic strategies of the enterprise's operating activities;

B) availability of settlement and financial documents required for long-term investments;

C) the ability to analyze the investment opportunities of the enterprise.

Question 2. The static method for evaluating investments is:

A) the method for calculating the internal rate of return;

B) discounting cash flows;

C) method for calculating the payback period of investments.

Question 3. The basis for making strategic investment decisions are:

A) training and qualification of investment managers;

B) acceptable relationship with the competitive environment;

C) availability of free financial resources.

Question 4. The process of developing an enterprise investment strategy begins with:

A) analysis of the external environment;

B) determining the general period for the formation of the investment strategy;

C) assessing the level of investment risks.

Question 5. One of the requirements for a strategic investment goal is:

A) reality;

B) the possibility of assessment;

C) stability.

Task 3

Question 1. What is a prerequisite for investment:

a) investment of funds in the project;

b) receiving income in excess of the invested amount;

c) the acquisition of any tangible assets.

Question 2. What is the main purpose of investment:

a) making a profit;

b) increasing the value of the firm.

Question 3. What is the real investment:

a) acquisition of a controlling stake in an enterprise;

b) the acquisition of an enterprise as a single property complex.

Question 4. How investments are classified in relation to the investment object:

a) material investments;

b) net investment;

c) financial investments;

d) real investments;

e) intangible investments;

f) gross investment.

Question 5. What is the net present value of the project:

a) total net profit from the project;

b) the difference between the total discounted cash flow and discounted investments.

Task 4

Question 1. What relates to own sources of investment financing:

a) proceeds from the issue of bonds;

b) proceeds from the issue of shares.

Question 2. What type of institutional financing reduces the risk of bankruptcy:

a) by issuing shares of the enterprise;

b) by allocating the project to a separate balance sheet.