Journal of Applied Economic Research
ISSN 2712-7435
Assessment of the Balanced Functioning of Hierarchical Socio-Economic Systems
R.A Zhukov
Financial University under the Government of the Russian Federation (Tula Branch), Tula, Russia
Abstract
Balance is one of the properties of the system, and the problems associated with the assessment of balance, the choice of indicators, methods and tools that allow you to make informed management decisions in this area in the future are still open. The aim of the study is to develop and test a methodology for assessing the balance of the functioning of hierarchical socio-economic systems on the basis of the case of the regions of the Central Federal District of Russia. The hypothesis is that the proposed methodology can be effectively applied to study the balance of complex systems along with existing methods in the framework of a new theory of economic systems. The method consists in the formation of special indicators – the coefficient of harmony and the adjusted index of system balance, which allow us to assess the degree of balance of subsystems within the accepted space-time classification. The first of them takes into account the spread of generalized (integral) performance indicators that characterize the object, environment, process and project subsystems. The second one is the intensity of the relationships between them. The integral indicator is calculated by means of a special procedure for convolution of partial results (actual and normative). The norm is determined by a model of the relationship between performance and significant factor characteristics. The peculiarity of the proposed method is the possibility of its use at different levels of management. It also provides a reasonable comparison of the results of the functioning of various subsystems and elements by eliminating the influence of units of measurement and the scale effect; the mutual influence of the considered elements and subsystems is taken into account; the specific conditions of their operation are taken into account. The case of the regions of the Central Federal District is used to carry out a comparative analysis of the results of assessing the balance of subsystems using the volume of gross domestic product by region by type of economic activity for 2007-2018,. The conclusion is made about the possibility of using, along with the index of system balance, the coefficient of harmony. The practical results of the study can be used by government authorities to make decisions and develop measures aimed at ensuring the sustainable development of the regions of the Central Federal District.
Keywords
socio-economic system; hierarchy; classification; integral indicator; analysis; assessment; harmony coefficient; system balance index
JEL classification
C10, C43, P25, R11, R15References
1. Kornai, J. (1998). The System Paradigm. William Davidson Institute Working Papers Series No. 278. William Davidson Institute at the University of Michigan, 26 p.
2. Bertalanffy, L. (1962). General System Theory – A Critical Review. General Systems, Vol. VII, 1–20.
3. Tatarskin, A.I., Davankov, A.Iu., Pryakhin, G.N., Sedov, V.V., Shumakov, A.Iu. (eds.) (2016). Upravlenie sbalansirovannym razvitiem territorialnykh sistem: voprosy teorii i praktiki [Managing the balanced development of territorial systems: Theory and practice]. Chelyabinsk, Chelyabinsk University.
4. Bashirova, A.A. (2010). Formirovanie strategii regional'nogo razvitiia s pozitsii ekologo-ekonomicheskoi sbalansirovannosti (Formation of strategy of regional development from positions of ecologo-economic equation). Ekonomicheskie nauki (Economic Sciences), No. 11 (72), 87–90.
5. Belousova, S.V. (2015). Sistema upravleniia obshchestvennym sektorom v svete teorii upravleniia sotsialno-ekonomicheskimi sistemami (Public sector management system in the light of the theories of socio-economic systems). Voprosy upravleniia (Management Issues), No. 6 (37), 135–146.
6. Kuklina, E.A., Starikova, O.V. (2016). Ustoichivoe razvitie regionov Rossii i regional'naia bezopasnost' v kontekste new normal (Sustainable Development of Regions of Russia and Regional Security in the Context of New Normal). Vestnik UrFU. Seriia ekonomika i upravlenie (Bulletin of Ural Federal University. Series Economics and Management), Vol. 15, No. 3, 401–419. DOI: 10.15826/vestnik.2016.15.3.021.
7. Kutsenko, E.I. (2012). Osnovnye tendentsii ustoichivogo razvitiia regional'noi sotsio-ekologo-ekonomicheskoi sistemy (The main trends of sustainable development of the regional socio-ecological-economic system). Izvestiia Orenburgskogo gosudarstvennogo agrarnogo universiteta [Bulletin of Orenburg State Agrarian University], No. 1, 157–161.
8. Tretyakova E.A., Osipova, M.Iu. (2016). Sochetanie staticheskogo i dinamicheskogo podkhodov v otsenke ustoichivogo razvitiia regional'nykh sotsial'no-ekonomicheskikh sistem (Combination of static and dynamic approaches to assessing sustainable development of regional socio-economic systems). Vestnik Permskogo universiteta. Seriia: Ekonomika (Perm University Herald. Economics), No. 2 (29), 79–92. DOI: 10.17072/1994-9960-2016-2-79-92.
9. Chernova, E.S. (2017). Matematicheskoe modelirovanie zadachi ustoichivogo sotsio-ekologo-ekonomicheskogo razvitiia regiona s primeneniem statisticheskikh dannykh (na primere Kemerovskoi oblasti) (Mathematical modeling of the sustainable socio-environmental and economic development of a region using statistical data: The Kemerovo oblast case study). Regionalnaia ekonomika: teoriia i praktika (Regional Economics: Theory and Practice), Vol. 15, No. 8, 1552–1564. DOI: 10.24891/re.15.8.1552.
10. Kozena, M., Striteska, M., Svoboda, O. (2011). Dynamic Balanced Scorecard: Model for Sustainable Regional Development. WSEAS Transactions on Environment and Development, Vol. 7, No. 7, 211–221.
11. Corona, B., Shen, L., Reike, D., Carreón, J.R., Worrell, E. (2019). Towards sustainable development through the circular economy – A review and critical assessment on current circularity metrics. Resources, Conservation & Recycling, Vol. 151, 104498. DOI: 10.1016/j.resconrec.2019.104498.
12. Miola, A., Schilts, F. (2019). Measuring sustainable development goals performance: How to monitor policy action in the 2030 Agenda implementation? Ecological Economics, Vol. 164, 106373. DOI: 10.1016/j.ecolecon.2019.106373.
13. Raskin, P.D., Electris, C., Rosen, R.A. (2010). The Century Ahead: Searching for Sustainability. Sustainability, Vol. 2, Issue 8, 2626–2651. DOI: 10.3390/su2082626.
14. Sun, X., Liu, X., Li, F., Tao, Y., Song, Y. (2017). Comprehensive evaluation of different scale cities sustainable development for economy, society, and ecological infrastructure in China. Journal of Cleaner Production, Vol. 163, 329–337. DOI: 10.1016/j.jclepro.2015.09.002.
15. Siranova, M., Radvansky, M. (2018). Performance of the Macroeconomic Imbalance Procedure in light of historical experience in the CEE region. Journal of Economic Policy Reform, Vol. 21, Issue 4, 335–352. DOI: 10.1080/17487870.2017.1364642.
16. Endovitsky, D.A., Babicheva, N.E., Lyubushin, N.P. (2018). Ispolzovanie resursoorientirovannogo podkhoda v otsenke sistemnoi sbalansirovannosti ekonomiki (Using a resource-oriented approach to assess the economy''s system-wide balance). Ekonomicheskii analiz: teoriia i praktika (Economic Analysis: Theory and Practice). Vol. 17, No. 12, 1298–1309. DOI: 10.24891/ea.17.12.1298.
17. Pikhart, Z. (2018). Cyclical-Adjusted External Balance of Goods and Services in the Czech Republic. Statistika: Statistics and Economy Journal, Vol. 98, Issue 2, 103–112.
18. Yutian, S., Hicks, J., Basu, P.K., Sharma, K. Bandara, Y., Murphy, T. (2017). Balancing Act: Adjustment OF China's Economy TO Secure Sustainable Growth. Singapore Economic Review, Vol. 62, No. 5, 1097–1114. DOI: 10.1142/S0217590815501003.
19. Tretyakova, E.A., Mirolyubova, T.V., Myslyakova, Iu.G., Shamova, E.A. (2018). Metodicheskii podkhod k kompleksnoi otsenke ustoichivogo razvitiia regiona v uslovii ekologizatsii ekonomiki (Methodical Approach to the Complex Assessment of the Sustainable Region Development in the Condition of Greening the Economy). Vestnik UrFU. Seriia ekonomika i upravlenie Vestnik UrFU. Seriia ekonomika i upravlenie (Bulletin of Ural Federal University. Series Economics and Management), Vol. 17, No. 4, 651–669. DOI: 10.15826/vestnik.2018.17.4.029.
20. Palash, S.V. (2017). Strukturnaia sbalansirovannost' ekonomiki: gosudarstvennye programmy promyshlennogo razvitiia v Rossiiskoi Federatsii (Structural balance of the economy: government programs for industrial development in the Russian Federation). Nauchno-tekhnicheskie vedomosti SPbGPU. Ekonomicheskie nauki (St. Petersburg State Polytechnical University Journal. Economics), Vol. 10, No. 1, 53–72. DOI: 10.18721/JE.10105.
21. Zhu, X., Zhao, Z, Yan, R. (2019). Coupling Coordinated Development of Population, Marine Economy, and Environment System: A Casein Hainan Province, China. Journal of Coastal Research, Special Issue No. 98, 18–21. DOI: 10.2112/SI98-005.1.
22. Kutyshkin, A.V., Orlova, D.S. (2019). Diagnostika ustoichivosti razvitiia regionalnykh sotsialno-ekonomicheskikh sistem na primere Khanty-Mansiiskogo avtonomnogo okruga – Iugry (Diagnostics Of The Sustainable Development Of Regional Socio-Economic Systems On The Example Of The Khanty-Mansiysk Autonomous Okrug – Yugra). Vestnik Iuzhno-Uralskogo gosudarstvennogo universiteta. Seriia: Kompyuternye tekhnologii, upravlenie, radioelektronika (Bulletin of the South Ural State University. Computer Technology, Automatic Control, Radio Electronics), Vol. 19, No. 2, 103–116. DOI: 10.14529/ctcr190209.
23. Dreyer, J.K., Schmid, P.A. (2017). Growth effects of EU and EZ memberships: Empirical findings from the first 15 years of the Euro. Economic Modelling, Vol. 67, 45–54. DOI: 10.1016/j.econmod.2016.09.007.
24. Sayaria, N., Saria, R., Hammoudehb, S. (2018). The impact of value added components of GDP and FDI on economic freedom in Europe. Economic Systems, Vol. 42, Issue 2, 282–294. DOI: 10.1016/j.ecosys.2017.03.003.
25. Charfeddine, L., Mrabet, Z. (2017). The impact of economic development and social-political factors on ecological footprint: A panel data analysis for 15 MENA countries. Renewable and Sustainable Energy Reviews, Vol. 76, 138–154. DOI: 10.1016/j.rser.2017.03.031.
26. Lin, B., Benjamin, I.N. (2018). Causal relationships between energy consumption, foreign direct investment and economic growth for MINT: Evidence from panel dynamic ordinary least square models. Journal of Cleaner Production, Vol. 197, 708–720. DOI: 10.1016/j.jclepro.2018.06.152.
27. Zhenhua, W., Guangsheng, Z. (2016). Industrial policy, production efficiency improvement and the Chinese county economic growth. Proceedings of Rijeka Faculty of Economics: Journal of Economics and Business, Vol. 34, No. 2, 505–528. DOI: 10.18045/zbefri.2016.2.505.
28. Makarov, V.L., Aivazian, S.A., Afanasyev, M.Iu., Bakhtizin, A.R., Nanavian, A.M. (2016). Modelirovanie razvitiia ekonomiki regiona i effektivnost prostranstva innovatsii (Modeling the development of regional economy and an innovation space efficiency foresight). Foresight, Vol. 10, No. 3, 76–90. DOI: 10.17323/1995-459X.2016.3.76.90.
29. Kleiner, G.B., Rybachuk, M.A. (2019). Sistemnaia sbalansirovannost ekonomiki Rossii. Regionalnyi razrez (System Balance of the Russian Economy: Regional Perspective). Ekonomika regiona (Economy of Region), Vol. 15, No. 2, 309–323. DOI: 10.17059/2019-2-1
30. Kleiner, G.B. (2016). Ekonomika. Modelirovanie. Matematika. Izbrannye Trudy [Economics. Modelling. Mathematics. Selected Works]. Moscow, TsEMI RAN.
31. Kleiner, G.B., Rybachuk, M.A. (2017). Sistemnaia sbalansirovannost' ekonomiki [System balance of an economy]. Moscow, Nauchnaya Biblioteka.
32. Zhukov, R.A. (2019). Sotsio-ekologo-ekonomicheskie sistemy: teoriia i praktika [Socio-economic systems: Theory and practice]. Moscow, INFRA-M. DOI: 10.12737/monography_5b7516626665a8.43347695.
33. Kleiner, G.B. (2015). Gosudarstvo – region – otrasl' – predpriiatie. Karkas sistemnoi ustoichivosti ekonomiki Rossii. Ch. 2 (State — Region — Field — Enterprise: Framework of Economics System Stability of Russia Part 2). Ekonomika regiona (Economy of Region), No. 3, 9–17. DOI: 10.17059/2015-3-1.
34. Zhukov, R.A. (2018). Model of Socio-Ecological and Economic System: the Central Federal District Regions of the Russian Federation. Statistika: Statistics and Economy Journal, Vol. 98, Issue 3, 237–261
About Authors
Zhukov Roman Aleksandrovich
Candidate of Physics and Mathematics Sciences, Associate Professor, Department of Mathematics and Informatics, Financial University under the Government of the Russian Federation (Tula Branch), Tula, Russia (300012, Tula, Oruzheynaya Street, 1-a); ORCID 0000-0002-2280-307X; e-mail: pluszh@mail.ru
For citation
Zhukov R.A. Assessment of the Balanced Functioning of Hierarchical Socio-Economic Systems. Journal of Applied Economic Research, 2021, Vol. 20, No. 1, 84-109. DOI: 10.15826/vestnik.2021.20.1.004
Article info
Received November 15, 2020; Revised December 20, 2020; Accepted January 18, 2021
DOI: http://dx.doi.org/10.15826/vestnik.2021.20.1.004
Download full text article:
~2 MB, *.pdf
(Uploaded
19.03.2021)
Created / Updated: 2 September 2015 / 20 September 2021
© Federal State Autonomous Educational Institution of Higher Education «Ural Federal University named after the first President of Russia B.N.Yeltsin»
Remarks?
select the text and press:
Ctrl + Enter
Portal design: Artsofte
Contact us
Rector's Office
Rector, Dr. Victor Koksharov
Tel. +7 (343) 375-45-03, e-mail: rector@urfu.ru
Vice-Rector for International Relations, Dr. Maxim Khomyakov
Tel. +7 (343) 375-46-27, e-mail: Maksim.Khomyakov@urfu.ru