Ya. V. Kolesnik,

PhD in Economics, Senior Economist,

Statistics and Reporting Department,

National Bank of Ukraine

Statistical Assessment of the Banks’ Competitiveness at the Financial Market: Theoretical and Methodological Aspect

The article is devoted to the vital problem of substantiating theoretical and methodological aspects of statistical assessment of the banks’ competitiveness at the financial market. The growing market competition makes the bankers chose competition methods by relating their business success to the business performance of their competitors, investors, corporate and private clients. The bank product competitiveness is assessed by comparing the economic parameters of an analyzed service with the benchmarking parameters, by group of parameters. A method based on the theory of effective competition is proposed for use as an option of the assessment of the competitiveness of a commercial bank. It enables for applying a universal method that allows for computing the integral coefficient of the competitiveness of a commercial bank by estimating the most important criteria of its operation.

The assessment of the bank competitiveness has to include an analysis of the internal environment, covering quantitative and qualitative characteristics of its operation, and an analysis of external environment. The assessment involves differential and complex methods of assessment. The assessment of the internal environment includes a quantitative analysis of its financial position and a qualitative analysis of its image and competitiveness of its services. The method enables to produce the integral coefficient of competitiveness; it is based on the assessment of the internal and external environment of the banks that are main competitors, by computing a number of criteria. An analysis of the financial position of a bank is the central one, as it aims to produce a quantitative measure of the capacities promoting the development of a bank in future. The main advantage of the proposed method for the assessment of the competitiveness of a commercial bank is its feasibility, because it is based on data from published reports and results of market analyses. The comparative assessment of the operation of banks that are main competitors allows for quick and robust computation of each bank’s position at the financial market, whereas the results of the analysis give good idea of their business conditions and allow for the dynamic assessment of the effectiveness of the national bank system.

Key words: statistical assessment, bank’s competitiveness, indicators of bank’s competitiveness, economic parameters, theory of effective competition.



O. S. Korepanov,

PhD in Economic, Associate Professor,

Associate Professor of the Department of Statistics, Accounting and Audit,

V. N. Karazin Kharkiv National University

Theoretical and Methodological Framework for Constructing Indicators for the Development of “Smart” Sustainable Cities in Ukraine: The Topic “Economy”

The article’s objective is to create a theoretical and methodological framework for constructing indicators of the development of “smart” sustainable cities, in order to build a scientifically grounded information base for elaborating the national strategy for the development of “smart” sustainable cities in Ukraine. A review of the set of standardized indicators for “smart” sustainable cities by ISO 37120:2014 “Sustainable development of communities – Indicators for city services and quality of life” is made, to ensure a complex and integral approach to the sustainable development and viability of territorial communities, which enables for making cross-city comparisons, developing innovative visualizations and conducting individual analysis of development tendencies.

17 broader topics are examined in the article, by which indicators in ISO 37120 are grouped. Special attention is drawn to main and auxiliary indicators of municipal services and quality of life in the topic “Economy”. The nomenclature of these indicators and their computation algorithm by ISO 37120 is given. The essential meaning of the main indicators used for computation of the above mentioned indicators is shown. A preliminary analysis of statistical information structured by ISO 37120, which is collected by cities of the world and displayed by the World Council on City Data on the Open City Data Portal, is made. The main principles and the procedure for certification of cities by ISO 37120, which was first constructed and implemented by the World Council on City Data as the world leader in standardized indicators, are highlighted. After the certification, the cities are included to the Global Cities Registry™.

The cities of the world registered in the Global Cities Registry™ in 2014–2017, which provided complete data on the topic “Economy”, by main and auxiliary indicators, are grouped by the author using various algorithms of cluster analysis. The conclusions on the overall economic development of the city groups are made on the basis of the computed average values of the normalized characteristics of economic indicators. The conclusions are confirmed by visual analysis of a radial diagram of the main and auxiliary indicators on the topic “Economy” for the cities represented in each cluster: Amsterdam, Barcelona, Buenos-Aires, Melbourne, and Los-Angeles.

Key words: World Council on City Data, international standards, Open City Data Portal, standardized indicators, “smart” sustainable city.



S. О. Ishchuk,

Dsc in Economics, Professor,

Head of the Department for Development of Industrial Sphere of the Region and Investment;

L. Yo. Sozanskyy,

PhD in Economics,

Senior Researcher of the Department of Development

of Industrial Sphere of the Region and Investment;

SI “Institute of Regional Research n. a. M. I. Dolishniy of the NAS of Ukraine

Ukraine and the European Union Industry: Comparative Statistical Analysis of Structural Advantages

The signing of the Association Agreement between Ukraine and the European Union (EU) raised the need to increase the competitiveness of domestic industry producers to the level of the EU member states. The choice of ways to improve the domestic industrial sector should be based on the results of relevant analytical assessments.

The purpose of the article is to conduct a comparative statistical analysis of key structural indicators of the industry in Ukraine and EU member states by type of industrial activity. In order to achieve this goal, a methodological approach has been developed that allows for system evaluation of industry pattern and its internal and external efficiency. Using these tools, a comparative analysis of structural advantages of the industry in Ukraine and the EU member states is conducted by share of industry in output, gross value added and exports, and by efficiency measured by share of gross value added in industry output. Similar calculations are made for all types of industrial activities.

The results of the analysis show that Ukraine, in spite of heavy industrial potential and significant natural and human resources, in the period of analysis (2012–2015) had only 19th position among the EU member states by industrial output and the 20th position by value added in industry. The pattern of the Ukrainian industry is typical for countries with economy based on primary commodities. The key problem faced by the Ukrainian industry is its low efficiency: the 28th position by share of value added in output. The above confirms that the cost structure of industrial products is dominated by material and energy components. This signals the need for further restructuring of the industrial sector in Ukraine. Optimization of the domestic industry structure has to cover all industrial sectors and subsectors. A key optimization criterion has to be the socioeconomic efficiency enhancement, which can be achieved through increasing and restructuring the gross value added, with particular emphasis on the share of gross operating profit, mixed income.

Key words: efficiency, export, gross value added, industry, output, structure, type of industrial activity.



M. V. Dubyna,

Postgraduate Student,

National Academy of Statistics, Accounting and Audit

Economic and Statistical Assessment of the Financial Stability of Local Budgets in Ukraine

The need for setting financial and economic stability of local budgets and an adequate degree of financial decentralization determines new requirements to the local budget administration. The article’s objective is to deepen the theoretical and methodological framework for assessment of the financial stability of local budgets.

The existing theoretical and methodological framework for the analysis of processes involved in mobilization of financial resources to local budgets is shown, and the econometric assessment of the current financial stability of local budgets in Ukraine is given. A comprehensive analysis of the financial stability of  local budgets in Ukraine is made, with demonstrating that the efficiency of the financial system in Ukraine is conditional on the financial capacities and financial stabilities of its territories.

It is shown that the share of local budget revenues in the consolidated budget of Ukraine is too low. It is evidence of high centralization of financial resources in the state budget, making local self-governance bodies far less autonomous and independent. A comprehensive analysis of the financial stability of local budgets made by computing an integral index measuring the cumulative impact of integral estimates taken for the analysis: balance, financial autonomy, budget efficiency. The assessment of the financial stability of local budgets shows that the integral index of financial stability was growing in 2012–2016 due to the increasing local revenues of local budgets, although the reliance on financial transfers from the state budget was still very strong. A positive factor is emphasized, which is the legal acts on budget autonomy and financial independence of local budgets, issued during 2016.

Further studies of issues related with strengthening the financial stability of local budgets will be focused on developing instruments for effective management of processes involved in mobilization and use of financial resources of local self-governance bodies.

Key words: financial stability of local budgets, assessment of financial stability, budget stability, local budget revenues, local self-governance.



О. V. Zhurauliou,

PhD in Economics, Associate Professor,

Associate Professor of Department of Foreign Economic Activity;

O. A. Simachev,

Seeker of the Statistics Department;

National Academy of Statistics, Accounting and Audit

Internetization and Global Institutionalization of Economic Systems

The article is devoted to the vital problem of the extension of the concept of globalization to Internetization in the context of the global institutionalization of economic systems.

Historically, the globalization process took various forms, and its meaning changed. This term was used for the first time in English language publications in 1930s. Its meaning was rethought at the end of 20th century in view of the radical structural change and technological achievements that had occurred in 1980s. The concept “globalization”, therefore, started to be used as a reference to “modern” economies and social processes of 20th century, including the exchange of money by use of Internet technologies. However, due to the diversified historic applications, this term can hardly reflect the capacities of electronic and digital technologies related with the information revolution.

Information and communication technologies have the key role in the new economy, especially in changing the structure of international production. The revolution in information and communication opens up immense capabilities for the inclusive development. The significance of time and geographic location has been gradually declining. The time required for connection has shortened to nanoseconds, and the communications are becoming even more extensive and dense. The geographic borders have been increasingly transparent in social, economic and political terms. The new economy, built on the innovation culture, puts emphasis on the creativity; the signs of the new global economy are new ideas, new technologies, new products, new areas and new initiatives.

Transformation in the contemporary global world is continual and related with global processes and challenges faced by the humanity in 21th century. It is demonstrated that industry 4.0 is penetrating into the economic world, and everything gives evidence of the convergence to the smart environment, with all the entities constantly connected to the network. It is proposed to extend the concept of globalization to Internetization.

It is demonstrated that technological transformations, if not supported institutionally, will widen inequality instead of resulting in effective transformations.

Key words: institutionalization, transformation, technological change, Іndustry 4.0, mainstream development.



V. V. Kozlov,

PhD in Technology, Аssociate Рrofessor,

Associate Professor of the Department of Information Technologies;

T. V. Tomashevska,

PhD in Technology, Аssociate Рrofessor

Associate Professor of the Department of Information Technologies;

A. Yu Pashkovska,

PhD in Economics, Senior Lecturer of the Department of Information Technologies;

National Academy of Statistics, Accounting and Audit

Discipline “Information Management” within the System of Economic Education

The level of development of the information system in organizations, the complexity of tasks in the management of information systems leads to the need for the introduction of specialized management – information management. Until now, specialists often use not only different terminology, but also interpret the tasks of information management and their methodology differently. All this determines the relevance of the task of establishing generalized terminology.

As “information management” we will understand the whole complex of issues related to the management of information systems of various areas and levels.

The list of tasks of information management is: 1) formation of the technological environment of information system; 2) development and maintenance of information system; 3) planning in the environment of information system; 4) formation of organizational structure of information system; 5) use and operation of information System; 6) formation of innovation policy; 7) human resources management in the field of information system; 8) management of finance in the field of information system.

One of the problems of information management is the problem of economic efficiency and finance information system. The simplest method in this case is the use of a static evaluation of the economic efficiency of information systems. In this case, it is considered the economy of working time, the wage fund, the reduction of total production costs associated with the reduction of errors in the processing of information. The economic effect of information system implementation is estimated over a short period of time (often a year). Let’s determine the main drawbacks of the static method:

the assessment of the economic effect is most often carried out indirectly, by comparison with the indicators of the implementation of similar information system;

the system stoppages and the “price” of these stoppsages are not taken into account;

the time of Information System creation and implementation are not taken into account in any way;

cash flows are not brought to a comparable level;

no risks, directly or indirectly, are taken into account.

Taking into account the above, it is necessary to switch to more sophisticated methods for assessing information projects that require relevant specialists in the field of information management. Information management becomes the basic technology of organization control activity in all spheres of functioning of the information society. In the light of the above, in the system of modern higher education, attention should be paid to acquiring knowledge and skills of students in ensuring the management of IP and resources.

Thus, the teaching of the discipline “Information management” is important in the process of formation of the education system, since the content of this discipline reflects the trends in the management system of organizations, production and should cover the problems of information provision in various fields of human activity.

Key words: information management, information technology, information systems, economic efficiency, method for static evaluation.



M. V. Lesnikova,

PhD in Economics, Senior Researcher,

Head of Statistics and Analytics Department of Vocational Education,

Institute of Educational Analytics

of the Ministry of Education and Science of Ukraine

Statistical Studies of Problems of the Development of Professional-Technical Education in Ukraine

The national system for workforce training in professional-technical education institutions (PTEI) fulfill less than the third part of its key tasks: supply of the domestic economy with the skilled staff in conformity with the labor market needs, balancing of demand and supply of the workforce with due consideration to priority areas of the economic development. The main source of data on the labor market is statistical information collected by the State Employment Service. According to experts, the State Employment Service does not adequately provide the real picture across the labor market, because it administers mostly vacancies with low salary rates or ones not demanding high professional qualifications.

Considering the above said, modernization of the education statistics on professional-technical education (PTE) is greatly important as a means for regulating interactions between the market of education services and the labor market. As of 01.01.2017, the PTEI network covered 810 education institutions (not including PTEI in Donetsk and Luhansk regions, located in the antiterrorist operation area), with quite even distribution of PTE institutions across the regions. Drawbacks of the professional education system, not properly adapted to future needs of the domestic economy, resulted in low competitiveness of most part of the youth at the labor market due to lack of professional competencies or lack of the required qualifications and skills. The scopes and professional and qualifications structures of professional training in PTEI are, by large, do not correspond with the employers’ needs. The main indicator reflecting the correspondence of the scopes and the professional and qualifications structure of PTEI graduates to the needs of domestic labor market is the integral coefficient of balance between demand and supply of the workforce trained in PTEI.

The key components in the new model for statistical reporting on PTE are as follows: setting the conformity between the nomenclature of definitions (terms) for statistical reporting forms on PTE with definitions (terms) adopted in the Law of Ukraine “On Education”; inclusion of the indicator on PTE costs, by profession (or groups of professions) and source of financing; inclusion of the indicators reflecting the observance of PTE standards for persons with special needs, considering their individual mental, intellectual, physical and sensor abilities. The essential mechanisms for solutions of problems related with PTE development in Ukraine involve building up the institutional framework to implement the new innovative model for regulation of professional training by the principle of public-private-government partnership, i. e. engaging all the resources available with stakeholders and their as more extensive as possible adaptation of foreign (international) approaches and analogues that have proved their durable effectiveness.

Key words: system of professional-technical education, statistics of professional-technical education, labor market, professional structure, method of coefficients, integral coefficient of balance between demand and supply of workforce, vacancies, unemployed.



L. P. Perkhun,

PhD in Pedagogical, Associate Professor,

Associate Professor of Department of Economic Cybernetics,

National Academy of Statistics, Accounting and Audit

Studying the workforce in the professional qualification context: the US experience

The article examines the American experience of studying the workforce in the professional context. Statistical analysis of employment by occupation will reveal both trends in change in typical tasks of individual workplaces and objective knowledge, skills and competencies of workers in different sectors of the economy and the risks of their inconsistency with formal qualifications.

The results of statistical analysis of employment by occupation can be used to elaborate and adjust strategies for the development of the economy of the state or its individual sectors (for the development of the economy at federal, state and industry level), educational institutions, to choose a future profession, to determine career development tools, and to choose the business location.

Comparative analysis of the contents of the normative documents on the classification of professions of the United States and Ukraine showed the need to develop a new version of the normative document for the classification of occupations in the professional context on the basis of the existing Classifier of professions and the Directory of Qualification Characteristics.

The results of the statistical study of the workforce in terms of professions are displayed on the official BLS. However, more interesting and useful for a common user is a specially created OnLine O*NET service. On request for the chosen profession, the complete information (“summary”) is provided: the title and the code of the profession, the nomenclature of professional tasks, the sample of reported job titles, the nomenclature of typical tasks of the activity, the necessary knowledge, professional skills, technology skills, abilities; work activities; the description of the work context, the required level of education; educational institutions and certification centers where you can get training or further training in the chosen profession; necessary personal qualities; related occupations; wages & employment trends (for each State and each type of industries); job openings on the web. There is no similar service in Ukraine.

In order to create an effective system for studying the workforce in Ukraine professionally and to use convenient services for the results obtained, the efforts of scientists, practitioners and IT specialists need to be combined.

Key words: labor, profession, qualification, typical tasks of activity, professional tasks.



N. O. Rynhach,

DSc in Public Administration,

Leading research fellow;

M. Yu. Ogay,

PhD in Statistics, Senior researcher;

Ptoukha Institute for Demography and Social Studies

of the National Academy of Sciences of Ukraine

V. V. Havrylova,

Municipal enterprise “Regional Health Center”

Sources of Information on the Healthy Lifestyle, Prevention and Treatment of Cardiovascular Diseases: Supply, Selection Criteria, Population Truth

The article is devoted to the analysis of the choice of ways to find sources of information about a healthy lifestyle and prevention and treatment of cardiovascular diseases (CVD) by people of working age. The aim is to identify and characterize the preferences of residents of the Dnipropetrovsk region regarding the selection of channels for obtaining medical information, the degree of trust in them, as well as the need for additional sources based on the results of a two-stage sociological study.

The method of in-depth interviews (N 20) and the method of personalized formal interviews (N 2000) have been used. The survey among the representative sample of the population of working age was carried out according to a specially developed methodology of qualitative and quantitative research stages and data collection tools. The research was conducted in 2017 on request of the Dnipropetrovsk Regional State Administration with the financial support of the World Bank.

It is shown that the most popular source of knowledge on the prevention and treatment of cardiovascular diseases and healthy lifestyle are medical professionals: almost half of the polled (46.0%) reported receiving the necessary information from them, mainly from a family doctor or a district doctor (32.8%); twice less than cardiologists (16.0%); sometimes from doctors of other specialization and other medical workers (10.5%). The criterion for selecting a source is trust in him, while the overwhelming majority entrusts it to medical workers.

The expediency of developing a special Internet resource devoted to the issues of preserving and strengthening the health of the population, reducing the risk factors, prevention, diagnosis and treatment of CVD and other diseases has been proved.

Key words: inform source, healthy lifestyle, prevention and treatment of cardiovascular diseases, high blood pressure (hypertension), sociological research, interviewing.



O. B. Hamkalo,

PhD in Economics,

Assistant of the Department of accounting and audit,

Ivan Franko National University of Lviv

Non-Financial Reporting as a Tool for Measuring the Social Activity of Domestic Enterprises

The research is devoted to the peculiarities of the formation of non-financial reporting as one of the tools for measuring the social activity of enterprises.

The financial stability and successful business of enterprises is conditional on non-financial indicators and business orientation, ranks, reputation, openness and social responsibility. Non-financial reporting or a CSR report is an effective tool for measuring the performance of enterprises, a basis for the development and implementation of various strategic projects and programs. Information from non-financial reporting allows for assessing the effectiveness of management at an enterprise by economic, environmental and social component, their interdependence and contribution in achieving the main goal, and for subsequent goal setting and more effectively management of change. It means that the report in question serves as the main platform for communicating the results and impacts (positive or negative) of sustainable development. It shows the real effort of an enterprise in creating social, environmental and economic benefits.

However, domestic enterprises do not have sufficient experience in the field of socially responsible business and need to create their own internal concept of corporate social responsibility considering international trends, which determines the relevance of this study.

Various international non-financial reporting standards are analyzed; it is demonstrated that the most popular mechanism for regulating non-financial reporting is the Global Reporting Initiative (GRI), which defines a set of indicators measuring the social, ecological and economic component of the economic activity of enterprises. The mechanism for making up a non-financial report by phase of the enterprise development is built. The use of the proposed mechanism in making up non-financial reporting will enable to set up an effective link between the enterprise and the stakeholders, and to determine the strategic directions of the enterprise's activities in the context of its development.

Key words: non-financial reporting, reporting standards, stages of enterprise development, social responsibility, instrument.



O. I. Pylypenko,

DSc in Economics, Associate Professor,

Dean of the Accounting and Statistical Faculty,

National Academy of Statistics, Accounting and Audit

Audit of the system of human resources management as a guarantee of the realization of the concept of economic security of the enterprise

The problem of realization of the concept of company’s economic security requires the regulation of the basic security, while the key resource that provides the greatest reserves for improving the efficiency of modern management system is human resource. In a dynamic environment, it is important to address the economic challenges associated with improving the information support of human resources management audits to increase the level of protection of enterprises from information leakage through employees. The aim of the study is to develop the main tasks of audit of the human resources management system at the enterprise in order to implement the concept of economic security of the enterprise. It is proved that the results of the audit of the human resources management system contribute to the assessment of the compliance of the personnel policy with the requirements of international norms and legislative acts of Ukraine, the development of a program to improve the management of personnel, taking into account its medium and long-term strategy based on the balance of social and economic efficiency, the interests of hired workers and employers. The factors that should be analyzed during the audit of human resources management at the enterprise are identified, which account for the development of a coherent picture of the tasks of audit of human resources in the context of the implementation of the concept of economic security of the enterprise. Conclusions: one of the effective ways to implement the concept of economic security at the enterprise is to conduct an audit of human resources in the enterprise, which allows to identify the imbalance factors of the field of activity on the level of their condition and development, identify the criteria for social risks and, based on their analysis, give the management of the company options for improving the situation. The results of the study substantiated the feasibility of using the human resources management system's social audit scheme, presented by the study of 11 factors that affect the efficiency of human resources management and economic security of the enterprise as a whole.

Key words: human resources, human resources audit, economic security, concept of economic security.



E. V. Halytska,

PhD in Economics, Professor,

Professor of the Department of Finance;

O. K. Primierova,

PhD in Economics, Associate Professor,

Associate Professor of the Department of Finance;

S. V. Siemikolenova,

 PhD in Economics, Associate Professor,

Associate Professor of the Department of Finance;

National University “Kyiv-Mohyla Academy”

Life path and scientific work by William Petty

The article is devoted to the scientific and practical activities of the prominent representative of the school of political arithmetic W. Petty. He was a well-known English economist, physician, inventor of copying equipment, doctor of physics, professor of astronomy, founder of English classical political economy, statesman, one of the founders of the Royal Society of London.

In the article the biography of W. Petty is outlined and his role in the formation of scientific statistics is considered. The main works of the scientist such as: “Political arithmetic”, “A Treatise of Taxes and Contributions”, “Verbum Sapienti posthum”, “Political anatomy of Ireland” are analyzed. The views of the scientist on a wide range of socio-economic problems of the time and directions of their solution are considered.

W. Petty’s contribution to the development of methodological foundations of statistical science is determined. The article emphasizes the historic merit of the scientist in creating the basis of the statisticaleconomic method of research. The focus was made on W. Petty’s application of the methods of collecting, processing, systematization and generalization of statistical information. W. Petty first calculated the magnitude of the national wealth of England and Wales and made calculations of the national income, as well as differentiated these concepts and paid attention not only to the monetary form, but also material. In essence, from these calculations we can speak about the emergence of the foundations of the modern system of macroeconomic national accounting.

It was also a great achievement of W. Petty that he identified his main task of studying the laws of social phenomena. He was the first to raise the issue of the necessity of establishing a state statistical service and outline outlined its main activities. His achievements of the scientist concerning forecasting and comparative characteristics of the population of large cities of Europe are also considered.

The article reflects the thoughts and statements of the descendants of W. Petty, well-known researchers in the history of statistics, who highly appreciated the role and contribution of the scientist in the formation of statistical science.

Key words: W. Petty, statistics, statistical method, statistical observation, statistical regularities, grouping method, average values, national wealth, national income.



© SSC of Ukraine, 1998-2018
Date of the Last modifications:

Except where otherwise noted, content on this site is licensed under a
Creative Commons Attribution 4.0 International license