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The aim of this paper is to examine the interdependence between adult education and the competitiveness and innovative potential of the economy in the conditions of sustainable development. To examine the mentioned, we used a sample of data that includes European countries. The Global Competitiveness Index and its components were taken for research as a numerical display of the country’s competitiveness. For indicators of lifelong learning, the share of persons aged 18–64 years involved in education was taken. The paper applies correlation and regression Pearson analysis of comparative data sections. The non-parametric Kruskal–Wallis test and the Wilcoxon–Mann–Whitney test were applied to verify the data, and Vosviewer software was used for bibliometric and graphical analysis. The research findings indicate a strong correlation between lifelong education and the competitiveness and innovative potential of the economy.

Almost all human activity spheres, from the health care system to the education system, were unprepared for the pandemic. This, in turn, has slowed down the progress in achieving sustainable development goals. The Sustainable Development Goals 4 “Quality Education” and 8 “Decent Work and Economic Growth” were particularly vulnerable. In addition, the widespread concern was caused in the context of the transition to a “knowledge-based economy”. This paper analyzes the readiness of the scientific community to provide preconditions for the acceleration of these SDGs achievements. To do this, a meta-analysis of the academic literature on SDG 4, SDG 8, and the knowledge-based economy during 2015–2021 was conducted. Several special methods and instruments were used, including Scopus, WoS, VosViewer, Publish or Perish, Google Trends, and Google Books Ngram Viewer. The results show the inability of the modern academic community to provide a theoretical and empirical framework for a successful transition to a knowledge-based economy, taking into account the need to achieve sustainability. This is partly due to the relative subject novelty and the lack of academic attention. The challenges posed by the pandemic (lockdowns, unemployment, closing of educational institutions, financial flows reorientation, etc.) together with potential threats (new pandemic, climate change, population displacement, armed conflicts, etc.) necessitate a radical intensification of academic activity in economics to achieve SDGs.

У даній роботі досліджено сутність та основні ознаки поняття «ринок освітніх послуг», «освітня послуга» в розрізі його орієнтації на систему вищої освіти. За допомогою компаративного методу, досліджено основні детермінанти попиту та пропозиції освітніх послуг з точки зору економічної теорії. Дві головні групи факторів економічних категорій визначені як дві окремі таблиці, що наочно демонструють подібність сфери освіти та економіки. Серед ключових показників попиту даного ринку є кількість абітурієнтів (споживачів), що здійснюють свій вибір на основі матеріальних та нематеріальних уподобань. Основними компонентами для побудови моделі пропозиції слугують кількість вищих навчальних закладів (ВНЗ) та спеціальностей, що представлені на ринку. У роботі визначено, що головний вплив на кон'юнктуру ринку вищої освіти здійснюють державні органи влади. На основі даного підходу авторами роботи були розроблені рекомендації щодо управління системою вищої освіти в Україні, зокрема обумовлений як ефективний метод зменшення трудової еміграції в Україні.

The institution of home ownership provides for the functioning of affordable housing for low-income people and new groups in need of social protection, including the reintegration of migrants to new places of residence. The aim of the study is to substantiate the priorities of investments into affordable housing for internally displaced persons promoting their adaptation and social reintegration in the context of administrative-territorial decentralization.The study is based on use of empirical, economic and statistical methods, which in the process of correlation, regression and canonical analysis showed that many indicators that characterize the housing market are closely correlated with the scale and development level of administrative units in Ukraine. To characterize the state and investment attractiveness of the residential real estate market, a set of indicators was used in the modeling: population, the number of employed, household income, regional domestic product, volume of commissioned housing, construction investments, regional human development index, total housing stock, housing prices in the regions of Ukraine and Kyiv. The most significant parameter that affects the volume of housing construction is the amount of investments into per capita housing construction. The article also discusses the housing market situation, which differs in regions or some cities due to the significant differentiation of their development, which affects the ability to obtain affordable housing. The implementation of regional development programs should determine investment priorities of social protection, particularly the possibility of buy-out schemes through the mechanism of leasing of social housing by internally displaced persons. Acknowledgment This research was funded by a grant from the Ministry of Education and Science of Ukraine “Reforming the lifelong learning system in Ukraine for the prevention of the labor emigration: a coopetition model of institutional partnership” (No. 0120U102001).

Стаття присвячена обгрунтуванню доцільності запровадження інноваційних підходів до підвищення ефективності системи фінансового вирівнювання та оперативного управління фінансовими дисбалансами територій в умовах реалізації реформи децентралізації. Проведене дослідження узагальнює результати наукового аналізу дієвості системи горизонтального фінансового вирівнювання як інструменту зменшення міжтериторіальних економічних та соціальних диспропорцій. Предметом дослідження є процеси управління системою фінансового вирівнювання в Україні в період з 2015 року, оскільки саме в цей час розпочалася реформа децентралізації, основою якої є перерозподіл фінансових ресурсів. Наявність низки невирішених практичних, а відтак і теоретико-методологічних завдань в процесі реалізації політики фінансового вирівнювання в Україні в період 2015-2020 років обумовило актуальність дослідження. Методичним інструментарієм дослідження став порівняльний аналіз діючої в Україні системи горизонтального фінансового вирівнювання з точки зору її ефективності щодо забезпечення зменшення міжтериторіальних фіскальних дисбалансів та оцінка ефективності запропонованих авторами інноваційних підходів до управління системою фінансового вирівнювання. Для верифікації отриманих результатів були використані статистичні та економетричні методи дослідження. Результати дослідження засвідчили, що існуючий підхід до фінансового вирівнювання диспропорцій у спроможності місцевих бюджетів України не ефективний та потребує вдосконалення. Розроблено нові управлінські підходи в системі фінансового менеджменту територій, що спрямовані на вдосконалення механізму горизонтального вирівнювання місцевих бюджетів, зокрема, на зменшення кількості місцевих бюджетів, що отримують з державного бюджету базову дотацію, та на підвищення ефективності системи горизонтального вирівнювання з точки зору зменшення фінансових диспропорцій між місцевими бюджетами. З огляду на ці цілі проведено аналіз включення столиці (м. Київ) до загальнодержавної системи фінансового вирівнювання. У дослідженні також обгрунтовано необхідність перманентного моніторингу дієвості фінансового вирівнювання. Для більш чіткого розуміння того, наскільки ефективно функціонує система горизонтального вирівнювання фінансових доходів територій запропоновано здійснювати постійний (щорічний) аналіз показників стандартного відхилення та інших індикаторів, які характеризують її ефективність. Результати дослідження можуть бути корисними як для державних органів, що здійснюють планування та виконання державного бюджету, так і для реалізації локальної фінансової політики органами місцевого самоврядування. The article summarises the results of scientific analysis of the effectiveness of the system of horizontal financial equalisation as a tool for reducing inter-territorial economic and social disparities. The primary purpose of this study is to substantiate innovative approaches to improving the efficiency of the system of financial equalisation and operational management of financial imbalances of territories in the context of decentralisation reform. The subject of the study is the processes of management of the financial equalisation system in Ukraine since 2015, as it was at this time that the decentralisation reform began, the basis of which was the redistribution of financial resources. The presence of several unresolved practical and, therefore, technical and methodological tasks in the process of implementing the financial equalisation policy in Ukraine in the period 2015-2020 has made the research relevant. The comparative analysis of the system of horizontal financial equalisation in Ukraine in terms of its effectiveness in reducing inter-territorial fiscal imbalances and assessing the effectiveness of the authors’ innovative approaches to managing the financial equalisation system became a methodological tool of the study. Statistical and econometric methods were used to verify the obtained results. The results of the study showed that the current approach to financial equalisation of disparities in the local budgets of Ukraine is not sufficient and needs improvement. New management approaches have been developed in the system of financial management of territories aimed at improving the mechanism of horizontal equalisation of local budgets, in particular, at reducing the number of local budgets, which receive essential subsidies from the state budget and improving the efficiency of the horizontal equalisation system in terms of reducing financial disparities between local budgets. Because of these goals, the analysis of the inclusion of the country’s capital (Kyiv) into the national financial equalisation system was carried out. The study also substantiates the need for permanent monitoring of financial equalisation effectiveness. For a better understanding of how effectively the system of horizontal equalisation of fiscal revenues of territories functions, it is proposed to carry out a constant (annual) analysis of standard deviation indicators and other indicators that characterise its effectiveness. The results of the study can be useful both for state bodies planning and implementing the state budget and for implementing local financial policies by local self-governments.

Nowadays in Ukrainian realities decentralization, as a process of expanding and strengthening the rights and powers of administrative-territorial units, contributes to the development of financial innovations, the accessibility of public goods, and improvements in the quality of life of the population.The aim of the article goal is developing the recommendations for improving the financial support of the regions by introducing new tools of influence of communities and local self-governments on the economic growth of territories.Using the methods of factor analysis, regression analysis, and significant components, the article determines the impact of regional economic development on the revenues of local budgets. The empirical findings show the close correlation between budgetary decentralization and industrial capabilities of the regions. A cluster analysis was carried out to identify the asymmetries of regional development in terms of financial capacity. It enabled to distinguish homogeneous groups of areas according to the indicators of their economic development. On this basis the authors substantiated the necessity of entrepreneurial activity stimulating, increasing the number of companies, and promoting a continuous flow of goods (works, services) from the producer to the consumer in different regions of Ukraine.

One of the main conditions for improving the overall competitiveness of the country is the formation of its sustainable logistic potential, since logistics is responsible for promoting the country’s products, both in the domestic and foreign markets. This is also characteristic for agricultural companies of the main countries of agricultural production in the world, which need to manage their logistic business processes effectively. The business processes of logistics sphere include the processes of warehousing, transportation and further distribution of agricultural products between the entities of the agrarian market (warehousing, traders, wholesale and retail trade network, consumers) at the national, as well as international level. Internationalization of agricultural production includes the formation of cooperative industrial relations in the agrarian sphere between the countries in the chain of “production, processing and marketing”, and the management of business processes in the logistics sphere. The latter is characterized by the business process management of the warehousing, transport, distribution areas at the national and international levels and food safety, which represents increasing demand for food in many countries of the world. These are some of the main signs of sustainable logistic development at the national and international levels. A methodical approach to assessing the logistic potential of the main countries of agricultural production in the world is improved; this method is characterized by a set of competitive elements and includes the assessment of logistics management of countries by blocks: product safety, internationalization of production and logistics, management of business processes. The result of this improved method of assessing the logistic potential of the world countries is a developed criterial basis, which allows making effective managerial decisions at the interstate and state levels regarding the logistic development of agrarian productions.

The concept of sustainable development has been considered as the main ideological paradigm of human existence. It is oriented not only on economic but also on social and environmental development. Its main ideas are grouped into Global Sustainable Development Goals (SDGs), which found their implementation at the national level of different countries, including Ukraine. They are also documented in such important political documents, as programs and strategies of the socio-economic development of the regions and the united territorial communities that have been formed due to the decentralization reform. The research paper analyses the number of SDGs which are adapted to the national (Ukraine) and regional (Sumy) levels. During the study, the aggregated ratings of SDGs according to their significance have been proposed. The study results reveal the priority directions of sustainable development of the whole country and its regional development vector. At the country level, the main trends have been highlighted: firstly economic, which involves the development of industry and infrastructure, increase in innovations, energy efficiency and secondly social, which includes improvement of healthcare, a justice system, and education. As for regional development, the main vectors have also been determined as economic growth, which is primarily due to the betterment in the labor market, the development of industry and infrastructure and social improvement, which is related to poverty reduction and improvements in quality of education, cooperation, and partnership. At the local level, the nine Strategies of united territorial communities of Sumy region were analyzed for using the methodology of sustainable development. Their main priorities have been appealed as followings: the openness, security, vitality and environmental sustainability of cities and towns; the strengthening of the global partnership for sustainable development; the establishment of sustainable infrastructure, the promotion of comprehensive and sustainable industrialization and innovation. Key words: united territorial community, sustainable development, strategy, global sustainable development goal, national sustainable development goal, regional development.

Transformation of the mechanism of responsibility redistribution between central and sub-central government resulted in expansion of fiscal decentralization (FD) ideas. The concept of fiscal decentralization in general features was formed at the second half of XX century, however, key ideas appeared far more earlier. Nevertheless, many controversial empirical research results are focused on the identification of fiscal decentralization influence on economic and social development (different empirical researches confirmed its positive, negative or insignificant influence). Thus, because of dynamic change of worldwide socio-economic trends, it becomes crucial to realize up-to-date empirical comprehensive research on fiscal decentralization impact on different aspects of country social and economic development

The world economy is in an unprecedented situation, caused by the COVID-19 pandemic and the health care crisis. It’s currently difficult to predict all the consequences, but there are undoubtful changes in migration flows, unemployment and poverty increase, and their impact on national economies and globally. The paper aimed at analyzing the cases of educational reforms in different countries, revealing new trends in education and learning that may prevent labor migration or mitigate it. To support feasibility of the study, a bibliometric analysis was implemented on the basis of Scopus tools and VOSviewer software. In this paper, the content analysis of several cases in a sphere of educational reform was performed, namely educational systems of some EU countries and their former members (UK, France, Finland) as well as the most developed world economies (USA, China, and Japan). The distance learning is considered as fundamentally necessary in today’s conditions and a milestone of the global educational system development. The paper investigates the essence and distribution of mass online courses as a typical type of distance learning. The case of virtual exchange that was managed and organized by several institutions within the COIL initiative was also analyzed the alternative to traditional learning. The recommendations about the further development of educational systems were made, as well as suggestions about the competitiveness of national economies due to the migration process. Acknowledgment and funding This research was funded by a grant from the Ministry of Education and Science of Ukraine “Reforming the lifelong learning system in Ukraine for the prevention of the labor emigration: a coopetition model of institutional partnership” (No. 0120U102001).

Nowadays, the balanced development of any territorial unit should be based on the concept of sustainable development. As a result of its significant expansion, the goals of sustainable development began to be used at the level of strategic and operational documents, which in the context of decentralization is reflected at the level of individual territorial communities. This article is devoted to bibliometric analysis of the scientific papers from the Web of Science and Scopus, which deals with the topic of sustainable development in local communities as elements of strategic planning. To do this, we used the VOS viewer, Scopus, and Web of Science tools, which made it possible to identify major trends (for example, dynamics by year, country, authors, subject area, etc.) and clusters that visually present the obtained information. The following key parameters were also selected for the analysis: published for 1987-2019 years; the language of the paper – English; papers which contain keywords – sustainable development, local communities, and strategic planning. The results indicate a growing role of the chosen topic, which prevails in environmental and social sciences. The bibliometric analysis revealed 8 clusters (Scopus database) and 11 clusters (Vos database) with the central term “sustainable development”. The term “local communities” is also one of the key ones in the analyzed research, which is confirmed by the number and strength of links. The analyzed trends show that sustainable development is increasingly considered at the local level of territorial communities in the context of their planning and development.

The concept of learning cities and regions is recently becoming widespread both in the European and global theory of regional development acting as a tool for successful local socio-economic development management of a city and region, development of their human potential, the basis of the regional education policy of countries. Analysis of theoretical principles and, particularly, the practice of implementing the concept of learning cities and regions for Ukraine is currently a necessary condition for its sustainable development, full entry into the European and global economy, as well as the educational space. All mentioned above makes relevant the research of theory and practice of the European and world regional education policy on the example of learning cities and regions. The article analyzes the potential of the Composite Learning Index and European Lifelong Learning Index to monitor the progress of lifelong learning as a tool for local development management and proposes the list of indicators and measures – the Ukrainian Lifelong Learning Index – adapted to the Ukrainian education area.

To date, the promotion of local development of the territorial communities by means of the financial policy tools is one of the priority directions of scientific research not only in Ukraine, but also throughout the world. The article presents the results of the study of the impact of the participatory financing (attraction of the financial resources of community members, central and local budgets and the international donors) on the social capital of the territorial communities of Sumy region on the basis of the results of two phases of the project “Community-based Approach to Local Development”, which has been implemented in Ukraine by the United Nations Development Program since 2007. The main purpose of the article is to confirm the hypothesis that the participatory financing contributes to the social mobilization of the community residents, which leads to the activation of the “dormant” potential of collective actions and the desire of people to help themselves, as well as to improve some indicators of social capital. The difference-in-differences method and the multivariate regression analysis were used for the study. According to the results of the study, the characteristics of social capital, such as (anti)paternalism, the presence of traditions in community, involvement in social activities, collective action and cooperation are the most affected by the impact of participatory financing.

The development of a quality lifelong learning system (LLLS) provides the possibility of obtaining education of various forms (institutional, individual, dual), levels (pre-school, full secondary education, higher education, adult education, etc.), types (formal, non-formal, informal), from different providers and for the rest of human life. It is this system that will allow an individual not only to realize the potential and improve the quality of life, but also to balance the labor market, will promote socio-economic development of the community, region, country, etc. However, in order for this system to function effectively, it is necessary to introduce changes to the financial mechanism, which would involve the effective use of the available, and the attraction of additional financial resources. This article investigates the essence of the notion of efficiency and analyzes the basic methods for its measurement. Thus, the main goal of this study is to measure the effectiveness of the existing financial support of the lifelong learning system in regions of Ukraine through stochastic frontier analysis. Calculations are made using the computer programme FRONTIER 4.1. This will allow to develop the further action plan and formulate tasks for regional financial policy for the establishment of public-private partnership and the use of a wider range of tools for the financial support of the LLLS.

The 2030 Agenda for Sustainable Development stipulates the need for economical use of natural resources and the introduction of green technologies to ensure the harmonious reconciliation of economic, social, and environmental development. However, the problems associated with the definition of the country’s sustainable development in conditions of global threats are far from being solved and require further theoretical efforts. So,the purpose of the article is to form a methodological approach to define the country’s sustainable development in conditions of global threats. The methods used in this study are the comparative and statistical analysis , the systematic approach – in creating the mechanism of ensuring the sustainable development of the world in conditions of global challenges. The analysis results show that the methodological approach allows assessing the country’s sustainable development considering global threats, which, in turn, policy adjustments to strengthen sustainable development in global crises. This study concludes that globalization’s process causes various changes; the positive or negative vector of these changes largely depends on the level of sustainable development of the country and the country’s position in the world economy. The higher the country’s sustainable development indicators, the more positive effects of globalization the state receives.

is proved that peculiarities of countries with the social-oriented economy are defined by either sufficient costs for the social sphere maintenance and development, or also by their essential influence on the citizens’ welfare, as evidenced by the human development index, which is calculated on the basis of the citizens’ material situation indicators and social and demographic indicators. Countries with Scandinavian and Western European social and economic development models are in the category with the highest level of human development. It has been revealed that although the state provides great financial support for the social sphere in these countries, financing sources diversification of projects and programs in the educational and medical branches is growing, the insurance medicine and accumulative level of the pension system are being developed. In general, innovative approaches to the financing of social programs are often used. The reasonability to use the integral system of the economy financial control, further improvement of assumptions regarding institutional mechanisms to provide sustainable human development, which are purposefully used by state institutions, is proved. The proposed model and calculations help to prove marginal conditions of the social costs’ regulation of the State and local budgets of Ukraine, oriented to the human development. It is justified, that 10% is an optimal marginal norm of the annual rates regarding the relevant costs growth over the five years. Therefore, the annual decrease of the financing amounts over 10% of the financing amounts from the previous years are not accepted. It is emphasized that the financial management system of the sustainable human development has to be improved taking into account the public development priorities, economic cyclicity, the financial system transformations and the leading experience of the countries with the developed and transformational economy, in the first place in the application of innovative financial instruments of human development. Доведено, що особливості країн з соціально-орієнтованою економікою визначаються як достатнім обсягом видатків на утримання та розвиток соціальної сфери, так і їх суттєвим впливом на добробут громадян, про що свідчить індекс людського розвитку, який розраховується на основі сукупності показників матеріального становища населення та соціально- демографічних індикаторів. У категорії з найвищим рівнем людського розвитку традиційно перебувають країни з скандинавською та західноєвропейською моделями соціально-економічного розвитку. Виявлено, що, незважаючи на значні обсяги державного фінансового забезпечення галузей соціальної сфери в даних країнах посилюється диверсифікація джерел фінансування проектів і програм у освітній та медичній галузі, відбувається розвиток страхової медицини та накопичувального рівня пенсійної системи. Доведено доцільність використання цілісної архітектоніки фінансового регулювання економіки, подальше удосконалення положень щодо інституційних механізмів фінансового забезпечення сталого людського розвитку, які цілеспрямовано застосовуються державними інститутами. За допомогою запропонованої моделі та розрахунків доведено граничні умови управління соціальними видатками Державного та місцевих бюджетів України, що спрямовуються на людський розвиток. Обґрунтовано, що 10% є оптимальною граничною нормою щорічних темпів зростання відповідних видатків на п’ятирічному зрізі. При цьому встановлено недопустимість щорічного зменшення обсягів фінансування більше, ніж на 10% від обсягів фінансування попередніх років. Наголошено, що вдосконалення системи фінансового регулювання сталого людського розвитку має здійснюватися з урахуванням пріоритетів суспільного розвитку, економічної циклічності, перетворень фінансової системи та провідного досвіду країн з розвинутою та трансформаційною економікою.