Kemerovo, Russian Federation
Kemerovo, Russian Federation
Kemerovo, Russian Federation
Political and economic uncertainty affects the population’s capability to save and invest funds, partially determines their goals. The authors explore different aspects of modern investment. The purpose is to determine the trends of the portfolio investment market development in the Russian Federation to form a behavior model of a private investor in modern economic conditions. The researchers studied the portfolio investment market development in 2019–2021, identified the main reasons for the increased popularity of investment, examined some trends in the portfolio investment market, and studied the dynamics of the brokerage services clients’ number and the number of trust management accounts. The dynamics and causes of changes in the private investors’ individual investment accounts number and their structure are considered. The volume of exchange transactions carried out by professional participants in various markets has been studied, the impact of panic and certain periods of volatility on investor behavior has been determined. Research shows that the mass entry of private investors into the stock market is influenced by the marketing component of brokers’ activities in attracting new clients.
investments, stock exchange, brokerage account, individual investment account, exchange business, securities
1. Egin Yu. A. Formation and optimization of a portfolio of investments of the private investor. Innovations and Investments, 2018, (9): 42-47. (In Russ.) https://elibrary.ru/yhartf
2. Shingareeva D. M. Comparative characteristics between the UITS and ETF. Prospects of their development in Russia. Kontentus, 2019, (4): 40-47. (In Russ.) https://elibrary.ru/oqdikb
3. Blank I. A. Financial risk management. Kyiv: Nika-Tsentr, 2005, 600. (In Russ.)
4. Kizilova E. D. Strategy of investment portfolio management and funds preservation. Ekonomika i sotsium, 2015, (19): 203-206. (In Russ.) https://elibrary.ru/vvjcyh
5. Okulov V. How to evaluate the effectiveness of investment portfolio management. Securities Market, 2007, 40-42. (In Russ.)
6. Kovalchuk A. I., Razumovskaya E. A. The problem of qualification for novice investors. Economy, governance and law basis, 2021, (1): 55-58. (In Russ.) https://doi.org/10.51608/23058641_2021_1_55
7. Korzhov A. I., Tishina V. N. Models of relation risk and profitability in the company’s investment portfolio. Uspekhi sovremennoi nauki i obrazovaniia, 2017, 5(4): 78-82. (In Russ.) https://elibrary.ru/ypbqml
8. Klitina N. A. Securities portfolio optimization depending on the diversification of investments. Financial Research, 2010, (1): 41-51. (In Russ.) https://elibrary.ru/ndtliz
9. Lupandin V. V., Egorov I. S. Application of Markowitz Model for calculating the optimal portfolio. Dostizheniia nauki i obrazovaniia, 2019, (1): 34-35. (In Russ.) https://elibrary.ru/yvnret
10. Zvyagintseva N. A., Kochishvili K. S. Russian securities market: issues of improving competitive relations in the field of brokerage. Baikal Research Journal, 2022, 13(1). (In Russ.) https://doi.org/10.17150/2411-6262.2022.13(1).1
11. Gorovoi I. A. Formation and management of investment portfolio of the company. Economics, 2016, (11): 45-52. (In Russ.) https://elibrary.ru/xcpygt
12. Skripnichenko M. V. Portfolio investments. St. Petersburg: ITMO, 2016, 40. (In Russ.)
13. Gorlovskaya I. G. Financial policy regarding the categorization of individual investors in Russia and the area of protecting their interests. Herald of Omsk University. Series "Economics", 2020, 18(4): 19-35. (In Russ.) https://doi.org/10.24147/1812-3988.2020.18(4).19-35
14. Burenin A. N. Securities portfolio management. Moscow: Sci.-Tech. Society named after Academician S. I. Vavilov, 2007, 404. (In Russ.) https://elibrary.ru/qqnmon
15. Gitman L. J., Joehnk M. D. Fundamentals of investing. Moscow: Delo, 1997, 991. (In Russ.)
16. Egin Yu. A. Assessing the quality of the private investor’s portfolio. Innovations and Investments, 2019, (4): 37-41. (In Russ.) https://elibrary.ru/rshhfg
17. Nechaev K. Yu. Development of the portfolio investment theory. St. Petersburg State Polytechnical University Journal. Economics, 2014, (2): 149-155. (In Russ.) https://elibrary.ru/schrtb
18. Chilenko D. D. Analysis of the current state of the financial derivatives market: problems and development trends. Financial Markets and Banks, 2021, (4): 104-107. (In Russ.) https://elibrary.ru/ahjjtg
19. Tropina Zh. N. ETF as a new investment tool. Vestnik IEAU, 2015, (7): 12-15. (In Russ.) https://elibrary.ru/tmvbnx
20. Shubin K. A. Advantages of international diversification of investment portfolio of a private investor. Perm Financial Review, 2018, (2): 75-98. (In Russ.) https://elibrary.ru/qnkubh
21. Gukasova E. R. Russian financial market: features and development trends in the context of the global economic recession. Financial Markets and Banks, 2020, (6): 3-6. (In Russ.) https://elibrary.ru/siyazb
