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Zarządzanie i Finanse
|
2013
|
vol. 1
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issue 1
537-552
PL
Opracowanie ma za zadanie wskazać na ile przeciętne wynagrodzenie w sektorze przedsiębiorstw w gospodarce polskiej jest kształtowane pod wpływem wyników ekonomicznych podmiotów. Podstawą dla oceny stopnia zależności będą wybrane wielkości opisujące sektor przedsiębiorstw, do których zaliczono: wskaźnik rentowności sprzedaży, wskaźnik pokrycia kosztów, wskaźnik rentowności obrotu brutto, wskaźnik płynności finansowej I oraz wskaźnik płynności finansowej II. Powyższe wielkości stanowią zmienne objaśniające wobec wynagrodzenia przeciętnego. W badaniu przed statystyczną weryfikacją zależności zastosowano met odę Hellwiga jako metodę na optymalizację doboru zmiennych do modelu ekonometrycznego postaci liniowej. Hipoteza, która została zweryfikowana w opracowaniu brzmi: Wskaźniki finansowe stanowiące o kondycji sektora przedsiębiorstw w znacznym stopniu przyczyniają się do kształtowania przeciętnej płacy.
PL
Celem artykułu jest analiza zróżnicowania regionów Polski pod względem innowacyjności i przedsiębiorczości. Przy doborze zmiennych diagnostycznych posłużono się wskaźnikami zawartymi w Regionalnym Indeksie Innowacji z raportu Komisji Europejskiej. Do badań wykorzystano dane GUS. Korzystając z metody analizy wielowymiarowej obliczono wskaźnik innowacyjności i przedsiębiorczości dla badanych obiektów. Badaniem objęto rok 2012 i 2014. Dokonano podziału regionów Polski na grupy podobieństw ze względu na badany wskaźnik.
EN
The aim of the article is to analyze the diversity of Polish regions in terms of innovation and entrepreneurship. In the selection of diagnostic variables, indicators included in the Regional Innovation Index from the European Commission's report were used. The Central Statistical Office of Poland (GUS) data were used for the study. Using the multidimensional analysis method, the indicator of innovation and entrepreneurship for the studied objects was calculated. The study covered the years 2012 and 2014. The regions of Poland were divided into groups of similarities due to the indicator being studied.
PL
We współczesnych realiach turbulentnego otoczenia, niezależnie od sektora, funkcjonowanie podmiotów gospodarczych obwarowane jest licznymi trudnościami. Obecnie w największym stopniu przyczynił się do tego wybuch wirusa SARS-CoV-2. Wstrząs wywołany pandemią COVID-19 uwypuklił wiele problemów gospodarki finansowej jednostek samorządów terytorialnych, narastających na przestrzeni ostatnich dziesięcioleci. Dotychczasowe badania dotyczące problematyki pandemii COVID-19 w głównej mierze odnoszą się do zagadnień prezentowanych w skali makro. W związku z tym celem niniejszej publikacji jest przybliżenie problematyki związanej z zarządzaniem finansami jednostek samorządów terytorialnych. Na bazie rozważań teoretycznych omówiono aspekty efektywnego zarządzania finansami jednostek samorządów terytorialnych, które mają odzwierciedlenie w zdolności do rozwoju. Z kolei część empiryczna została opracowana przy użyciu metody desk research. Ponadto niniejszy artykuł wzbogacono o wybrane metody statystyczne, tj. metodę TOPSIS oraz metodę Hellwiga. Przeprowadzona analiza wskazuje, iż w największym stopniu skutki pandemii odczuły jednostki samorządów terytorialnych o charakterze turystycznym. Autonomiczność determinowana wysokimi dochodami własnymi w poprzednich latach wpływa negatywnie na obecną sytuację finansową omawianych jednostek samorządów terytorialnych.
PL
Artykuł prezentuje wyniki badań konkurencyjności gmin województwa lubelskiego przy wykorzystaniu metod wielowymiarowych. W pracy wykorzystano dwie metody: wzorca rozwoju Hellwiga oraz analizę skupień Warda. Badania wykazały przydatność tych metod w strategicznym zarządzaniu gminą. Metoda Wzorcowa Hellwiga pozwala na dokonanie klasyfikacji gmin pod względem konkurencyjności, a metoda analizy skupień Warda okazała się pomocna do klasyfikacji gmin według podobieństwa względem przyjętych zmiennych.
EN
Streszczenie (jęz. angielski) - The paper presents an attempt to use both quantitative and qualitative veriables to analyze complex phenomena. First part of the paper focuses some normalisation methods that often occur in empirical works regarding their characteristics. Special attention concerns zero unitarization method due its adequacy in normalising both quantitative and qualitative veriables. The latter part of the paper presents the metod of quantification and normalization chosen qualitative variables. The whole procedure of normalization, construction of synthetic variable and ranking is illustrated by empirical example. Results of research on the competitiveness of communes in Lubelskie voivodeship consented with the use of multi dimensional methods are presented in the article. Two methods: Hellwig development pattern and Ward aggregation analysis were used in the work. The Hellwig pattern method enable the classification of communes according the level of competitiveness while Ward aggregation analysis is helpful for classification of communes according variables used in research Results of research on the competitiveness of communes in Lubelskie voivodeship consented with the use of multi dimensional methods are presented in the article. Two methods: Hellwig development pattern and Ward aggregation analysis were used in the work. The Hellwig pattern method enable the classification of communes according the level of competitiveness while Ward aggregation analysis is helpful for classification of communes according variables used in research The aim of the study was to show the analogy in the changes in the structure of household expenses in the chosen EU countries and Poland between1988 and 2009. The direction and pace of the changes in the budgets of Polish households can be predicted by using the principle of analogy. Classification of the objects has been carried out based on the modified kmeans method. Three classes of similarities have been distinguished. The structure of Polish households budgets from 2004 – 2008 has turned out the most similar to the structure of the expenses of Portuguese households from 1988 – 2005. In this work we analyzed the changes of the structure of value of agriculture products’ exports in Poland during 1980 – 210 in comparison to other EU countries. In this comparative analysis we chose those EU countries whose largest fraction of exports is constituted by agriculture products: Germany, France, Great Britain, Netherlands, Spain and Italy. To study the changes of the structure of export of agriculture products during those 31 years we used multidimensional analysis methods: Gini index and GCCA – Grade Correspondence Cluster Analysis. To visualize the differentiation of structures of export of agriculture products we used overrepresentation maps (prepared in GradeStat). Analysis was based on 9 groups of agriculture products in million USD: live animals (S2-00), meat and preparations (S2-01), dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), cereals and cereal preparations (S2-04), vegetables and fruit (S2-05), suger, suger preparations and honey (S2-06), coffee, tea, cocoa, spices, and manufactures thereof (S2-07), feeding stuff for animals (not including unmilled cereals (S2-08), miscellaneous edible products and preparations (S2-09). The completed studies have shown a large differentiation of the structure of export of agriculture products in all researched countries. However, the largest differentiation was present in Poland. A significantly high dynamic of growth was observed within three groups of products: dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), vegetables and fruit (S2-05). The participation of those groups in the country’s export has been steadily growing. On the other hand, the participation of until now standard groups of agriculture products (unprocessed: live animals (S2-00) and meat and preparations (S2-01)) has been decreasing. In this work we analyzed the changes of the structure of value of agriculture products’ exports in Poland during 1980 – 210 in comparison to other EU countries. In this comparative analysis we chose those EU countries whose largest fraction of exports is constituted by agriculture products: Germany, France, Great Britain, Netherlands, Spain and Italy. To study the changes of the structure of export of agriculture products during those 31 years we used multidimensional analysis methods: Gini index and GCCA – Grade Correspondence Cluster Analysis. To visualize the differentiation of structures of export of agriculture products we used overrepresentation maps (prepared in GradeStat). Analysis was based on 9 groups of agriculture products in million USD: live animals (S2-00), meat and preparations (S2-01), dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), cereals and cereal preparations (S2-04), vegetables and fruit (S2-05), suger, suger preparations and honey (S2-06), coffee, tea, cocoa, spices, and manufactures thereof (S2-07), feeding stuff for animals (not including unmilled cereals (S2-08), miscellaneous edible products and preparations (S2-09). The completed studies have shown a large differentiation of the structure of export of agriculture products in all researched countries. However, the largest differentiation was present in Poland. A significantly high dynamic of growth was observed within three groups of products: dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), vegetables and fruit (S2-05). The participation of those groups in the country’s export has been steadily growing. On the other hand, the participation of until now standard groups of agriculture products (unprocessed: live animals (S2-00) and meat and preparations (S2-01)) has been decreasing. In this work we analyzed the changes of the structure of value of agriculture products’ exports in Poland during 1980 – 210 in comparison to other EU countries. In this comparative analysis we chose those EU countries whose largest fraction of exports is constituted by agriculture products: Germany, France, Great Britain, Netherlands, Spain and Italy. To study the changes of the structure of export of agriculture products during those 31 years we used multidimensional analysis methods: Gini index and GCCA – Grade Correspondence Cluster Analysis. To visualize the differentiation of structures of export of agriculture products we used overrepresentation maps (prepared in GradeStat). Analysis was based on 9 groups of agriculture products in million USD: live animals (S2-00), meat and preparations (S2-01), dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), cereals and cereal preparations (S2-04), vegetables and fruit (S2-05), suger, suger preparations and honey (S2-06), coffee, tea, cocoa, spices, and manufactures thereof (S2-07), feeding stuff for animals (not including unmilled cereals (S2-08), miscellaneous edible products and preparations (S2-09). The completed studies have shown a large differentiation of the structure of export of agriculture products in all researched countries. However, the largest differentiation was present in Poland. A significantly high dynamic of growth was observed within three groups of products: dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), vegetables and fruit (S2-05). The participation of those groups in the country’s export has been steadily growing. On the other hand, the participation of until now standard groups of agriculture products (unprocessed: live animals (S2-00) and meat and preparations (S2-01)) has been decreasing. In this work we analyzed the changes of the structure of value of agriculture products’ exports in Poland during 1980 – 210 in comparison to other EU countries. In this comparative analysis we chose those EU countries whose largest fraction of exports is constituted by agriculture products: Germany, France, Great Britain, Netherlands, Spain and Italy. To study the changes of the structure of export of agriculture products during those 31 years we used multidimensional analysis methods: Gini index and GCCA – Grade Correspondence Cluster Analysis. To visualize the differentiation of structures of export of agriculture products we used overrepresentation maps (prepared in GradeStat). Analysis was based on 9 groups of agriculture products in million USD: live animals (S2-00), meat and preparations (S2-01), dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), cereals and cereal preparations (S2-04), vegetables and fruit (S2-05), suger, suger preparations and honey (S2-06), coffee, tea, cocoa, spices, and manufactures thereof (S2-07), feeding stuff for animals (not including unmilled cereals (S2-08), miscellaneous edible products and preparations (S2-09). The completed studies have shown a large differentiation of the structure of export of agriculture products in all researched countries. However, the largest differentiation was present in Poland. A significantly high dynamic of growth was observed within three groups of products: dairy products and birds’ eggs (S2-02), Fish, crustacean and molluscs, and preparations thereof (S2-03), vegetables and fruit (S2-05). The participation of those groups in the country’s export has been steadily growing. On the other hand, the participation of until now standard groups of agriculture products (unprocessed: live animals (S2-00) and meat and preparations (S2-01)) has been decreasing. The paper presents an investigation within the subject of fuzzy methodology concerning some phenomena, which is the consequence of their fuzzy nature. In order to illustrate some fuzzy procedures and their results an empirical example is included. The paper presents the forecast of agrarian structure of voivodships up to 2020 according to typological groups. The data were taken from Statistical Yearbook of Agriculture edited by Central Statistical Office. The forecast was based on the method of structures’ forecasting proposed by Nowak. Then, on the basis of fuzzy classification method, the prediction of spatial differentiation of the structure under investigation up to 2020 was evaluated. The forecast presents what kind of changes in agrarian structure of voivodships will take place if the direction and rate of changes within the period of 2002 – 2009 remain stable. Investments of local communes are intentional expenditures of capital aimed at increase in tangible and intangible benefits of the commune. All effective expenditures born by the commune on construction and reconstruction of its wealth are treated as funds positively influencing its development and well-being of citizens. The paper was intended to assess the level of dispersion, i.e. concentration of expenditures on investments born by 19 cities acting as counties in Silesian voivodship. The fundamental measure used in research was concentration coefficient proposed by Karol Kukuła and the basis for calculations was data presented in budget usage collected by Regionalna Izba Obrachunkowa in Katowice. The regression theory involves methods and tools of exact description of relations between various types of phenomena. Since many years, it is used for the economic and econometric models formulation, however, as the analyze of literature indicates, regression is understood in different ways. This article is a reflection on the application of quantitative methods in economics processes modeling, with particular emphasis on the relations between them, expressed by regression. The regression theory involves methods and tools of exact description of relations between various types of phenomena. Since many years, it is used for the economic and econometric models formulation, however, as the analyze of literature indicates, regression is understood in different ways. This article is a reflection on the application of quantitative methods in economics processes modeling, with particular emphasis on the relations between them, expressed by regression. The article shows the practical application of the Analytic Network Process in solving decision problems from the field of management. The ANP Model proposed in this paper includes all kinds of dependencies and feedback between decision-making elements in the area of manufacturing management, reflecting the complexity of the problem and actual compounds that occur both between the agents within the company as well as in its surroundings. The paper emphasises the possibility of using experts’ opinion, who gave importance (specifying the validity) of decision-making elements using pairwise comparisons, allowing the identification of factors and the evaluation of their impact on the increase in the volume of production. The article shows the practical application of the Analytic Network Process in solving decision problems from the field of management. The ANP Model proposed in this paper includes all kinds of dependencies and feedback between decision-making elements in the area of manufacturing management, reflecting the complexity of the problem and actual compounds that occur both between the agents within the company as well as in its surroundings. The paper emphasises the possibility of using experts’ opinion, who gave importance (specifying the validity) of decision-making elements using pairwise comparisons, allowing the identification of factors and the evaluation of their impact on the increase in the volume of production. Entering into European Union and financial markets crisis left their stamps on Polish economy. Land market was influenced by these changes the most significantly since December 5, 1989, when new regulations concerning free transactions in land appeared. In the nineties farmland was treated as an additional superfluous ballast, however, together with Polish accession to EU it became one of the most popular alternative investments bringing profiteers huge profits in short term. Unfortunately, financial crisis trundling on the real estate market sadly revised investors’ optimistic plans. Abortive investments in too expensive lands without possibility of being transformed into building terrains became problems to people without appropriate knowledge and skills who had wanted to earn quickly. Currently, despite of spreading fashion of land purchase, the market has been weakened significantly. It can be admitted that finally the farmers instead of profiteers are interested in land purchase, which is the beginning of situation stabilization and the first sign of market maturity. Calculus of variations and optimal control theory are on one hand side intensively developing mathematical theories on the other at the center of both of them lies investigating of extremal problems. In connection with extremal problems there naturally arise questions important for mathematics and applications: 1) does there exist a solution of the problem? 2) is the solution unique? 3) how to really find the solution? For problems with constrains, a general principle was proposed by Lagrange. This idea can be generalized far beyond the limits of the problems that he considered. In the paper we present unified formulation of problems of calculus of variations and optimal control in connection with Lagrange principle. There is a 5:1 ratio between the number of households and business entities. This ratio is considered “quantum satis”. The purpose of this paper is to estimate level of local government unit’s financial independence in eastern Poland. For this purpose it was used multidimensional statistical analysis allowing to describe complex effect with help of one variable, so called value of synthetic variable (Hellwig’s method, additive aggregation function). The purpose of this paper is to estimate level of local government unit’s financial independence in eastern Poland. For this purpose it was used multidimensional statistical analysis allowing to describe complex effect with help of one variable, so called value of synthetic variable (Hellwig’s method, additive aggregation function). A number of recent papers on the management of the stock portfolio describes the advantages of the naïve diversification. The naïve strategy performs similarly to the ones which use sophisticated mathematical models. In this paper the strategy is presented which statistically significantly overperforms the naïve strategy. The aim of the paper was to make an attempt to assess the influence of belonging to selected population groups on the size of flows between different states of economic activity, as well as to determine the nature of unemployment found in the various population groups, especially among the rural population. The research showed that the changes in economic activity are mainly affected by structural factors, but in some population groups it is possible to improve the employment situation through actions towards an improvement of the prosperity on the market of goods and services. The aim of the paper was to make an attempt to assess the influence of belonging to selected population groups on the size of flows between different states of economic activity, as well as to determine the nature of unemployment found in the various population groups, especially among the rural population. The research showed that the changes in economic activity are mainly affected by structural factors, but in some population groups it is possible to improve the employment situation through actions towards an improvement of the prosperity on the market of goods and services. Dynamic development of organic farming in Poland is observed since 2004. At that time were introduced the subsidies to organic agricultural production for farms with the certificate of conformity and were in the course of the changes. The aim of this study is to present the dynamics of growth of the number and size of organic farms and the number of organic ecological factories in Poland in the years 2004-2010 and the designation of the forecasts for the next three years. To designate the forecasts of investigated phenomena it was used extrapolation of models of development trends method. In this paper we discuss the development of the rural population in Poland over the past 60 years and the latest demographic projections of Central Statistical Office. The main objects of our attention are the demographic processes in rural-urban cross-section. Poland belongs to the less urbanized countries in Europe. Among Polish neighbors, a lower proportion of urban population is only in Slovakia. However, in the past, differences in the level of urbanization between Poland and other European countries were much higher. In the years 1950-1990 the percentage of urban population in Poland increased from 35 to 62%. However, since 1990. share of rural population has ceased to fall and in the last few years have seen a decline in urbanization even in our country. The main reason for the change is a systematic change in the directions of rural-urban migration. More and more urban population moves to the village. Quite interestingly, this process began much earlier than the changed political system in Poland. Since 1975. decreases systematically negative balance of net rural-urban migration. Since 2000. more and more of the population migrates to the country than comes out. We also pay attention that a similar phenomenon of the growing importance of the share of rural population also occurs in other countries. However, while Poland is following the European countries also in the sphere of customary transformation, the village population seems to be the mainstay of traditional family values. In this paper we discuss the development of the rural population in Poland over the past 60 years and the latest demographic projections of Central Statistical Office. The main objects of our attention are the demographic processes in rural-urban cross-section. Poland belongs to the less urbanized countries in Europe. Among Polish neighbors, a lower proportion of urban population is only in Slovakia. However, in the past, differences in the level of urbanization between Poland and other European countries were much higher. In the years 1950-1990 the percentage of urban population in Poland increased from 35 to 62%. However, since 1990. share of rural population has ceased to fall and in the last few years have seen a decline in urbanization even in our country. The main reason for the change is a systematic change in the directions of rural-urban migration. More and more urban population moves to the village. Quite interestingly, this process began much earlier than the changed political system in Poland. Since 1975. decreases systematically negative balance of net rural-urban migration. Since 2000. more and more of the population migrates to the country than comes out. We also pay attention that a similar phenomenon of the growing importance of the share of rural population also occurs in other countries. However, while Poland is following the European countries also in the sphere of customary transformation, the village population seems to be the mainstay of traditional family values. In this article, the problem of optimization of crop production was formulated as nonlinear generalized transportation problem. As a solution the author proposed generalized quasi-basis method. The illustrative example completes the presentation. The study exemplifies an application of the multidimensional comparative analysis aiming at quantification of international competitiveness of the agri-food economy. The international competitive position was equated to a form of a synthetic measure. The coefficients trends allowed quantifying perspectives of equalization of international competitiveness levels between countries. The empirical investigation identified six patterns of the observed interdependences. Convergence should not be expected in the whole set, but in subgroups of objects. In the light of the Central Statistical Office data from 2010, farm equipment is shows very high differentiation in spatial aspect across Poland. The paper presents an attempt to construct ranking of voivodships with respect to the level of farm equipment. On the basis of zero unitarization method different variables are compared and used to form the synthetic variable. In consequence, three groups of districts were distinguished: of high, moderate and low level of farm equipment. This work is devoted to discussions on application of relative measures of accuracy of the ex-post forecasts. The authors showed that when the variable has a very large amplitude of seasonality indicators the average absolute forecast error (MAPE) can not be used. Theoretical study are illustrated on the example of thermal energy production. This work is devoted to discussions on application of relative measures of accuracy of the ex-post forecasts. The authors showed that when the variable has a very large amplitude of seasonality indicators the average absolute forecast error (MAPE) can not be used. Theoretical study are illustrated on the example of thermal energy production. The analysis of monthly prices of broiler chicken livestock in years 1991 - 2011 in this paper was presented. Decomposition of price time series was performed using method Census II/X11. Price of broiler chicken livestock characterize stable an stronger in recent years seasonality. In 2011 the seasonal index was ranged from 107,3% in August to 92,2% in December. In the range of six month more than half of price variability (51,4%) is a result of long period changes, 44,9% of variability is shaped by seasonal fluctuations and only 3,7% is made by irregulars fluctuations. In this paper, the rankings of the food industry sector companies listed on the Warsaw Stock Exchange were made on the basis of Taxonomic Attractiveness Measure of Investment. The following groups of variables were included in this study: liquidity ratios, profitability ratios, debt ratios, activity ratios, market-based ratios. Then analyzed whether the positions in the rankings of investigated companies remained stable over the period 2009-2011. In this paper, the rankings of the food industry sector companies listed on the Warsaw Stock Exchange were made on the basis of Taxonomic Attractiveness Measure of Investment. The following groups of variables were included in this study: liquidity ratios, profitability ratios, debt ratios, activity ratios, market-based ratios. Then analyzed whether the positions in the rankings of investigated companies remained stable over the period 2009-2011. The article focuses on trade between Japan and Poland, in 2000-2010 years, using the SITC (Standard International Trade Classification), identifying trends occurring among one of classification group: Food and live animals. Analysis of exports and imports between Japan and Poland shows big changes in trade with Japan and the large growing difference in the trade balance. Furthermore the imported and exported groups of products show market differences and demand in Japan. The paper presented classification of voivodships due to the selected financial data business accommodation and catering department. For this purpose it was used the multidimensional statistical analysis allowing describe complex effect with help of one variable, so called value synthetic variable. Among the factors that impact the absorption of European Union funds in Polish agriculture, natural, demographic, technical and organisational conditions of the development of agriculture can be differentiated. The basic objective of the article is to identify and quantify the factors, which significantly impact the territorial differentiation of the absorption of European Union Funds in Polish agriculture within the framework of the “Modernisation of agricultural holdings” Rural Development Programme for 2007-2013. Among the factors that impact the absorption of European Union funds in Polish agriculture, natural, demographic, technical and organisational conditions of the development of agriculture can be differentiated. The basic objective of the article is to identify and quantify the factors, which significantly impact the territorial differentiation of the absorption of European Union Funds in Polish agriculture within the framework of the “Modernisation of agricultural holdings” Rural Development Programme for 2007-2013. The wage effects of student numbers on particular fields of study in Poland are analyzed. It is found that any of the fields of study, i.e. humanitarian, business and economics, technical or natural sciences, contributes to an increase in wages on the macroeconomic level, but the whole effect is smaller for studies in economics, which could be an outcome of too high interest in that kind of education. On the other side, our results for technical studies could be viewed as an argument in favor of an excess labor market demand for engineers compared to their supply by the educational system.
PL
Celem opracowania jest analiza poziomu wdrażania zrównoważonego rozwoju w podregionach pięciu województw Polski Wschodniej. W opracowaniu wykorzystano podstawowe narzędzia monitoringu tejże koncepcji, którymi są wskaźniki zrównoważonego rozwoju pogrupowane według obszarów: społecznego, gospodarczego i środowiskowego. Efektem jest opracowanie rankingu podregionów Polski Wschodniej w roku 2013 wraz z wyszczególnieniem rankingów podregionów w poszczególnych obszarach zrównoważonego rozwoju. Analiza ma charakter ilościowy i jakościowy. Do jej przeprowadzenia wykorzystano dane dotyczące z poziomu NTS3 za rok 2013, pozyskane z Banku Danych Lokalnych GUS. Z grupy 97 wskaźników wybrano 34, które są istotne z punktu widzenia tematu badania. Do przeprowadzenia porządkowania liniowego podregionów województw Polski Wschodniej w aspekcie wybranych wskaźników została użyta – ze względu na wielokryterialność badania – metoda wzorcowa Hellwiga. Praca zawiera również analizę wybranych wskaźników mających wpływ na miejsce podregionów w rankingu.
EN
The aim of the paper is to analyse the level of implementation of sustainable development in the subregions of the five voivodeships of Eastern Poland. The author uses basic tools for the monitoring of this concept of development, i.e. indicators of sustainable development grouped according to social, economic, and environmental areas. The result is the creation of a ranked list of the subregions of Eastern Poland in 2013, along with the ranking lists of subregions in specific areas of sustainable development. The analysis has both a quantitative and qualitative aspect. To conduct the study, data for NTS3 level from the Local Data Bank, a database of the Central Statistical Office of Poland for the year 2013 were used. Out of the total number of 97 indicators, 34 were selected as relevant. Because of the multi-criteria nature of the research, in order to perform the linear ordering of the subregions of Eastern Poland in terms of the chosen indicators, the Hellwig method was used. The paper also contains an analysis of selected indicators affecting the subregions' positions on the ranked list.
PL
Celem pracy jest rozstrzygnięcie, czy metoda Hellwiga jest użyteczna w odniesieniu do konstruowania modeli szeregów czasowych i w jakim zakresie jest ona konkurencyjna wobec innych metod, na przykład wykorzystujących kryteria informacyjne Schwarza i Akaike. Okazuje się, że metoda Hellwiga w pewnych, często w praktyce ekonometrycznej występujących przypadkach, nie prowadzi do wyboru odpowiedniego modelu.
EN
We check if Hellwig method is useful in building time-series models and if it performs better than other statistical methods, including Akaike and Schwarz information criteria. We find that the Hellwig method often leads to incorrect model specifications.
PL
Jakość życia postrzega się najczęściej jako stopień zaspokojenia przez ludzi potrzeb o różnorodnym charakterze. Zainteresowanie jakością życia w życiu publicznym obserwuje się zawsze. Wynika to z faktu, iż jakość życia dotyczy wszystkich ludzi i w ogólnym ujęciu jest utożsamiana ze szczęściem, zadowoleniem, satysfakcją z życia. Jednocześnie jest to kategoria, którą warunkuje wiele czynników zarówno osobistych, jak i społecznych, w tym m.in.: zdrowie, warunki życia, środowisko przyrodnicze w miejscu zamieszkania, aktywność zawodowa i obywatelska, bezpieczeństwo publiczne, działalność kulturalna i rekreacyjna, edukacja, relacje społeczne. Dodatkowo, jest trudna do oceny z uwagi na subiektywny i obiektywny aspekt jej pomiaru. Celem artykułu jest ocena jakości życia mieszkańców polskich województw według kluczowych jej obszarów. W przedmiotowym opracowaniu pomiar poziomu jakości życia przeprowadzono dla 2016 roku i obejmuje on obiektywną ocenę jakości życia w polskich województwach, z uwzględnieniem aspektu subiektywnego. Wykorzystano tu taksonomiczną metodę Z. Hellwiga dla oceny poziomu jakości życia, która pozwoliła na diagnozę zróżnicowań międzywojewódzkich. Jakość życia w polskich regionach, w świetle badań, jest znacząco zróżnicowana. Uwidacznia się podział województw na Polskę Wschodnią o niższym poziomie jakości życia i Polskę Zachodnią o wyższym poziomie jakości życia. Przeprowadzona analiza pozwoliła wyodrębnić grupy regionów o najwyższym, wysokim, średnim i najniższym poziomie jakości życia.
EN
The quality of life is often perceived as an extent of fulfiling a variety of needs by people. The quality of life has always been in the centre of public interest. The reasons are that life quality concerns all people, and is generally equated with happiness, contentment and satisfaction with life. At the same time, this concept is determined by many conditions, both personal and social, including, among others, health, living conditions, natural environment, professional life and civic participation, public safety, cultural and recreational activities, education, and social relations. Additionally, the category is difficult to measure as both subjective and objective aspects of measurement are involved. The aim of the paper is to assess the quality of life of inhabitants of Poland’s provinces according to its key areas. Measurements covered the year of 2016 and included an objective assessment of the quality of life in the provinces. However, the subjective aspect was also accounted for. Hellwig’s taxonomic method was used for the assessment of life quality. The method made it possible to identify differences between the provinces in this respect. The quality of life in Polish regions in the light of the research is significantly diversified. The division of provinces into Eastern Poland with a lower quality of life and the Polish West with a higher quality of life is visible. The analysis performed allowed to distinguish the regions with the highest, high, low and very low level of the quality of life.
PL
Celem opracowania jest analiza wskaźników zrównoważonego rozwoju obejmujących wyłącznie ład gospodarczy oraz opracowanie rankingu państw Unii Europejskiej ze względu na wartość tychże wskaźnikóww latach 2010 i 2014. W badaniach została wykorzystana metoda Hellwiga oraz analiza skupień. Efektem opracowania jest ranking zrównoważonego rozwoju w ramach ładu gospodarczego krajów unijnych dla roku 2010 i 2014 oraz analiza czynników mających wpływ na zmiany pozycji poszczególnych państw w sporządzonych rankingach. W ramach przeprowadzonej analizy skupień dokonano charakterystyki podobieństw i różnic państw Unii Europejskiej w zakresie dwudziestu trzech badanych cech.
EN
The main aim of the paper is to perform an analysis of those indicators of sustainable development which are relevant for economic governance and to develop a ranking of the European Union countries according to the value of these indicators in the years 2010 and 2014. In the research, 28 member states of the European Union are analysed, using Hellwig's method and cluster analysis. The outcome of the research is a ranking EU countries in terms of their sustainable development under the framework of economic governance for the years 2010 and 2014 and an analysis of the indicators which influence the positions of individual states in the presented rankings. As part of the conducted data cluster analysis, the similarities and differences of the EU states are described on the basis of twenty-three studied attributes.
PL
Turystyka jest jedną z wiodących gałęzi gospodarki w woje¬wództwie podkarpackim. Atrakcyjność turystyczną można określić jako stopień, w jakim warunki istniejące na danym obszarze zachęcają turystów do przyjazdu. W celu określenia potencjału turystycznego gmin, autor zastosował metodę Hellwiga i poddał ocenie wielokryterialnej przestrzeń turystyczną gmin. Celem przeprowadzonych badań było stworzenie rankingu gmin pod względem atrakcyjności turystycznej.
EN
Tourism is one of the leading industries in the Podkarpackie Vivodeship. Tourist attractiveness can be defined as the extent to which conditions in the relevant area encourage tourists to come. In order to determine the tourism potential of municipalities, the author has applied the Hellwig method and multicriteria evaluation of tourist are in municipalities. The aim of the study was to establish the ranking of municipalities in terms of attractiveness for tourists.
RU
Целью обследования является разработка рейтинга 18 городов на основе признаков касающихся фондов и активности в области культуры. Исчисления были проведены для 18 воеводских городов а также для городов Торунь и Гожув Велькопольски. В исчислениях был использован метод образца развития Гельвига. Статья состоится из двух частей — теоретической и эмпирической. В теоретической части обсуждается растущая роль сектора культуры в современной экономике. Были представлены отрасли культуры состаля-ющие сектор культуры, а также проблемы финансирования культуры в национальной экономике.
PL
Celem badania jest sporządzenie rankingu 18 miast na podstawie cech odnoszących się do zasobów i aktywności w zakresie kultury. Obliczenia przeprowadzono dla 18 miast wojewódzkich oraz Torunia oraz Gorzowa Wielkopolskiego. W obliczeniach tych wykorzystano metodę wzorca rozwoju Hellwiga. Artykuł składa się z części teoretycznej i empirycznej. Część teoretyczną poświęcono rosnącej roli sektora kultury we współczesnej gospodarce. Opisano dziedziny zaliczane do sektora kultury oraz zarysowano problemy związane z finansowaniem kultury w gospodarce narodowej.
EN
The aim of the study is to draw up a ranking of 18 cities on the basis of characteristics related to resources and activities in the field of culture. Calculations were performed for 16 provincial (voivodship) cities and Toruń and Gorzów Wielkopolski. In this calculation method was used Hellwig development pattern. The article consists of two parts: theoretical and empirical. Theoretical part is devoted to the growing role of the cultural sector in the modern economy. The fields included in the cultural sector as well as problems with the financing of culture in the national economy are described.
PL
Edukacja jest dziedziną niepodlegającą ujednoliceniu w Unii Europejskiej. Systemy edukacji w krajach UE różnią się między innymi w zakresie: źródeł finansowania, sposobów realizacji edukacji podstawowej, udziału w systemie kształcenia i szkoleń, funkcjonowania szkolnictwa wyższego. Głównym celem prezentowanego badania jest porównanie systemów edukacji w krajach członkowskich UE przy zastosowaniu statystycznych metod porządkowania liniowego obiektów. W niniejszym badaniu przyjęto pogląd o niższej efektywności pojedynczych wskaźników charakteryzujących edukację. W badaniu skoncentrowano się na syntetycznej ocenie edukacji w krajach UE; w tym celu wykorzystano wzorcową metodę klasyfikacji Hellwiga. Takie podejście umożliwiło zbudowanie rankingu i poznanie dystansu dzielącego Polskę od najlepszego (wzorcowego) sytemu edukacji.
EN
Education is a field which is not subject to unification in the European Union. Education systems in the EU countries differ, among others, in terms of: sources of funding, provision of basic education, participation in the education and training system, and functioning of higher education. The main aim of the present study is to compare education systems in EU Member States using statistical methods of linear ordering of objects. The study posits lower effectiveness of individual indicators that characterize education. It is focused on a synthetic evaluation of education in EU countries using Hellwig’s modelling method. This approach makes it possible to prepare a ranking and to determine the distance separating Poland from the best (model) education system.
PL
W artykule przedstawiono wykorzystanie metod analizy wielowymiarowej za pomocą, których został zbadany potencjał innowacyjny Polski. Z wielu czynników wpływających na rozwój oraz utrzymanie potencjału gospodarczego wybrano 5 cech. Na podstawie wybranych cech dokonano badania metodą unitaryzacji zerowanej oraz metodą Hellwiga. Badanie wykazało, że wybór metody do analizy wielowymiarowej ma niewielki wpływ na grupowanie poszczególnych obszarów na terenie Polski. Rankingi różniły się w przypadku regionów najsłabiej rozwiniętych.
EN
The article will outlined the application of multidimensional analysis by which the innovative potential of Poland will be examined. From numerous factors influencing the development and maintenance of economic potential, 5 features were distinguished. On the basis of distinguished features the examination was made by the use of zero unitarization method as well as Hellwig’s method. The examination showed that the choice of method for multidimensional analysis has little effect on grouping of particular woj. of Poland. Rankings differed in the case of the least developed regions.
EN
The aim of the paper is to measure the standard of living in the powiats of Lubuskie voivodship and to group them according to this criterion. The analyses were carried out for the data from 2017 obtained from the Statistical Office in Zielona Góra and the Local Data Bank of Statistics Poland. The author used selected indicators describing the standard of living in 10 areas that determine the living conditions of communities in the Lubuskie powiats. The standard of living was measured using Hellwig’s synthetic taxonomic measure. The study demonstrated that what distinguished the groups of powiats (extracted by the measure) to the largest extent, were economic factors. However, cities with powiat status, where infrastructural, environmental and social factors were more important, proved an exception to this rule.
PL
Celem artykułu jest dokonanie pomiaru poziomu życia w powiatach województwa lubuskiego i pogrupowanie powiatów ze względu na to kryterium. Analizy przeprowadzono dla danych z 2017 r. pozyskanych z Urzędu Statystycznego w Zielonej Górze oraz Banku Danych Lokalnych Głównego Urzędu Statystycznego. W badaniu wykorzystano wybrane wskaźniki charakteryzujące poziom życia w 10 obszarach, które dotyczą warunków funkcjonowania społeczności lubuskich powiatów. Poziom życia zmierzono z wykorzystaniem syntetycznej miary taksonomicznej zaproponowanej przez Hellwiga. Wskazano, że główne czynniki cechujące grupy powiatów wyróżnione na podstawie zastosowanej miary mają charakter ekonomiczny. Wyjątek stanowią miasta na prawach powiatu, w przypadku których większe jest znaczenie czynników infrastrukturalnych, środowiskowych i społecznych.
PL
Wiedza i innowacje stanowią podstawowy nośnik procesów rozwoju. Potwierdza to reorientacja polityki Unii Europejskiej na lata 2014–2020, w ramach której zdynamizowanie budowy gospodarki wiedzy i innowacji, dążenie do efektywnego wykorzystania proinnowacyjnych zasobów oraz wzmacnianie systemów innowacji postrzegane jest jako podstawowy wymiar oddziaływania gospodarczego. Celem artykułu jest identyfikacja i ocena poziomu innowacyjności Polski na tle krajów Unii Europejskiej w latach 2011 i 2016. Do oceny potencjału innowacyjnego wykorzystano nakłady na działalność badawczo-rozwojową (B+R), zatrudnienie w tego rodzaju działalności oraz wskaźniki odnoszące się do efektów działalności innowacyjnej w postaci ochrony własności intelektualnej i przemysłowej. W wyniku badań zidentyfikowano grupy krajów o najwyższym, wysokim, niskim i bardzo niskim poziomie innowacyjności. Na tle krajów UE pokazano pozycję innowacyjną Polski, która znalazła się w 2016 roku w grupie państw o niskim poziomie innowacyjności. Ponadto w badaniach wykorzystano syntetyczny wskaźnik Summary Innovation Index (SII), na podstawie którego Polska znalazła się w obu badanych latach w grupie umiarkowanych innowatorów zajmując 23. i 24. pozycję.
EN
From a longer time perspective, both the development and competitiveness of individual EU member states are substantially related to enhanced innovativeness. Observation of changes in the level of innovativeness makes it possible to evaluate the effectiveness of the pro-innovation policy, and to identify the areas in which relevant action is required to be taken. The aim of the paper is to identify and assess Poland’s innovativeness level and changes taking place in this respect. That was done against the background of the EU member states and covered the years of 2011 6and 2016. To that end, Summary Innovation Index (SII) and the Hellwig’s development pattern method were employed. The resultant analysis made it possible to identify changes in the development of Poland’s innovativeness and compare that with other EU countries.
PL
Za jedną z bardziej obiektywnych ocen atrakcyjności turystycznej regionu uważa się metodę bonitacji punktowej, ponieważ pozwala ona na grupowanie cech posiadających różne miana oraz łączy cechy ilościowe i jakościowe. W ocenie atrakcyjności turystycznej obszarów można również zastosować taksonomiczną metodę miary rozwoju Hellwiga. Głównym celem opracowania jest porównanie przydatności metody Hellwiga i metody według bonitacji punktowej do oceny atrakcyjności turystycznej na przykładzie województwa podkarpackiego.
EN
Valorisation by point bonitation method is considered as one with a more objective assessment for assesment of region tourist attractiveness, because it allows the breakdown of characteristics with different titers and combines both quantitative and qualitative features. In the assessment of the attractiveness of the tourist areas, the Hellwig taxonomic method of measuring development can also be used. The main purpose of this article is comparison of usefulness of the Hellwig taxonomic method and valorisation by point bonitation method to tourism attractiveness evaluation based on podkarpackie voivodeship example.
PL
Artykuł prezentuje wielowymiarową analizę porównawczą rozwoju społeczno-gospodarczego powiatów województwa podlaskiego w latach 2006 i 2013. Ocena sytuacji powiatów została przeprowadzona w czterech wyróżnionych obszarach, takich jak: demografia, podmioty gospodarcze i rynek pracy, gospodarka oraz warunki społeczne. Objęła ona analizę wskaźnikową obszarów tematycznych oraz konstrukcję rankingów powiatów z wykorzystaniem dwóch metod, tj.: metody wzorcowej Hellwiga oraz metody TOPSIS. Przedstawiono także dynamikę rozwoju powiatów w roku 2013 w stosunku do roku 2006, jak również dokonano porównania metod pod kątem występowania różnic w rankingach.
EN
The aim of this paper is to conduct a multidimensional analysis of the socio-economic development of the counties of Podlaskie Voivodeship in 2006 and 2013. The level of the counties' development was measured in four selected dimensions: demographics, business entities and job market, economy, and social conditions. These areas were investigated using the indicator-based analysis and the construction of the counties' rankings created by means of two methods: Hellwig's development pattern and TOPSIS. The author compares the circumstances of the development between 2006 and 2013. Finally, the effectiveness of the methods was evaluated based on the differences between the rankings.
PL
Celem opracowania jest zbadanie występowania efektu konwergencji rozwoju ekonomicznego gmin województwa podkarpackiego. W pracy dokonano podziału gmin na miejskie, miejsko-wiejskie i wiejskie dla określenia w której grupie gmin efekt konwergencji jest najmocniejszy. Dla realizacji tak postawionego celu artykułu niezbędnym było wyznaczenie wskaźnika poziomu rozwoju społeczno-gospodarczego analizowanych JST (Jednostek Samorządu Terytorialnego). Do analizy wskaźnika poziomu rozwoju społeczno-gospodarczego wyznaczonego metodą Hellwiga zastosowano podejście sigma i beta konwergencji. Dla oszacowania synte-tycznego miernika rozwoju Hellwiga wykorzystano zmienne o charakterze ekonomicznym, społecznym, technicznym i ekologicznym. Badania dotyczą lat 2007-2012.
EN
The main purpose of the paper is to study the occurrence of the convergence effect of Podkarpackie Province communes economic development. The study divided the communes in urban, urban-rural and rural to define in which group of communes convergence effect showed greater rate. To realization such established purpose of this article it was necessary to determine the socio-economic development level of the analysed local government units. The method used in this paper is Hellwig synthetic development measurement. To analyse the indicator of the socio-economic development level applied sigma and beta convergence approach. This method takes into account a number an economic, social, technical and ecological variables. Research focuses on the period between 2007-2012.
PL
Celem artykułu jest diagnoza i ocena zróżnicowania rozwoju społeczno-gospodarczego powiatów województwa świętokrzyskiego oraz wskazanie grup powiatów o podobnym poziomie rozwoju. Badanie przeprowadzono dla lat 2010 i 2015. Wykorzystano w nim wskaźniki charakteryzujące rozwój społeczno-gospodarczy w następujących dziedzinach: sytuacja demograficzna i rynek pracy, potencjał społeczny, struktura gospodarcza powiatu, infrastruktura techniczna oraz stan i ochrona środowiska naturalnego. Do syntetycznej oceny rozwoju społeczno-gospodarczego zastosowano metodę wzorca rozwoju Hellwiga, a za pomocą metody grupowania Warda wyodrębniono grupy powiatów podobnych pod względem badanego zjawiska. Przeprowadzona analiza pozwoliła na zidentyfikowanie powiatów o najwyższym, wysokim, niskim i bardzo niskim poziomie rozwoju.
EN
The aim of the article is to diagnose and evaluate the diversification of socio-economic development of powiats of Świętokrzyskie voivodship and to indicate groups of powiats with comparable levels of development. The research was conducted for the years 2010 and 2015. The indicators applied are systematised into the following areas: demographics and labour market, social potential, economic structure of a powiat, technical infrastructure, condition and protection of the natural environment. Hellwig's method of development pattern was employed to make synthetic evaluation of socio-economic development of powiats and Ward’s clustering method was used to identify groups of powiats similar in terms of the studied phenomenon. The analysis enabled to identify powiats with the highest, high, low and lowest levels of development.
EN
The growing interest in measuring economic and social phenomena that are difficult to observe directly increases the need for researchers to broaden the use of multivariate statistical analysis methods. The ease of interpreting results presented in the form of rankings makes it common practice to use different methods of linear ordering of objects. If the appropriate assumptions are met, the determined set of variables allows for the construction of a synthetic measure whose ordered values provide a ranking. Such a statistical approach is quite often used in assessing the level of innovativeness of economies, and the literature abounds in various innovation indices. The starting point of this paper is a set of 27 variables on the basis of which the Summary Innovation Index is developed. After verifying the statistical assumptions and reducing the database to 21 diagnostic factors, the authors construct a total of nine innovation rankings, using different methods of linear ordering and selected procedures for normalisation of variables. The aim of the paper is therefore to assess the impact of selected methods of linear ordering (Hellwig’s method, TOPSIS method, GDM method) and various procedures for normalising variables (classic standardisation, positional standardisation, quotient transformation) on the final ranking of the EU Member States due to the level of their innovation performance. The obtained results confirm that the applied method of linear ordering and the selection of the normalisation procedure have an impact on the final ranking of the examined objects – in this case, the final ranking of the EU Member States due to the level of their innovativeness analysed in the presented research.
PL
Rosnące zainteresowanie pomiarem zjawisk ekonomicznych i społecznych, trudnych do bezpośredniego zaobserwowania, wzmaga potrzebę badaczy do szerszego stosowania metod wielowymiarowej analizy statystycznej. Łatwość interpretacji wyników przedstawianych w formie rankingów sprawia, że powszechnością staje się korzystanie z różnych metod porządkowania liniowego obiektów. Przy spełnieniu odpowiednich założeń, wyodrębniony zbiór zmiennych pozwala na budowę zmiennej syntetycznej, której uporządkowane wartości dają ranking. Takie podejście statystyczne jest dość często stosowane w ocenie poziomu innowacyjności gospodarek, literatura przedmiotu obfituje w różne indeksy innowacyjności. Punktem wyjścia w tym artykule jest zestaw 27 zmiennych, na podstawie których opracowywany jest Summary Innovation Index. Po sprawdzeniu założeń statystycznych i zredukowaniu bazy do 21 czynników diagnostycznych, autorzy konstruują łącznie 9 rankingów innowacyjności, stosując różne metody porządkowania liniowego oraz wybrane procedury normalizacji zmiennych. Celem artykułu jest zatem ocena wpływu na ostateczny ranking krajów członkowskich UE ze względu na poziom ich innowacyjności wybranych metod porządkowania liniowego (metoda Hellwiga, metoda Topsis, metoda GDM) oraz różnych procedur normalizacji zmiennych (standaryzacja klasyczna, standaryzacja pozycyjna, przekształcenie ilorazowe).
PL
Rozwój regionów w obrębie państwa jest procesem nierównomiernym. Poprzez odpowiednią politykę gospodarczą państwo dąży do zmniejszenia wewnętrznych nierówności. Dotyczy to również Polski. Celem badania omawianego w artykule jest określenie poziomu rozwoju społeczno-gospodarczego województw w latach 2013–2019. W badaniu zastosowano analizę taksonomiczną z wykorzystaniem miary rozwoju Hellwiga. Do oceny różnicy pomiędzy wzorcem i województwem wykorzystano odległość euklidesową. Na podstawie danych z Banku Danych Lokalnych GUS opracowano, za pomocą porządkowania liniowego, ranking województw pod względem sytuacji społeczno-gospodarczej z wyłączeniem aspektów środowiskowych i osobno ranking dotyczący ochrony środowiska. Wyniki badania pokazują, że poziom rozwoju województw w badanym okresie jest w wielu aspektach bardzo zbliżony (niskie wartości współczynnika zmienności). Na podstawie zmiennych najbardziej różnicujących województwa wykazano, że woj. mazowieckie zajmuje bardzo wysokie pozycje w obu rankingach (pod względem rozwoju społeczno-gospodarczego z wyłączeniem aspektów środowiskowych jest liderem), natomiast woj. warmińsko-mazurskie charakteryzuje się niskim poziomem rozwoju zilustrowanym przez obydwa rankingi.
EN
The development of regions within one country is an uneven process. States seek to reduce internal inequalities between particular regions through the implementation of appropriate economic policies, as is the case of Poland. The aim of the study is to evaluate the level of socio-economic development of regions in Poland (voivodships) in the years 2013– 2019. For this purpose, a taxonomic analysis based on Hellwig’s development measure was conducted and the Euclidean distance was applied to assess the difference between the obtained pattern and particular voivodships. On the basis of data provided by the Local Data Bank of Statistics Poland and through linear ordering, two rankings of voivodships were created: one reflecting their socio-economic development excluding environmental protection aspects and the other focusing solely on the issue of environmental protection. Low values of the coefficient of variation relating to a part of the analysed variables indicated that the development level of voivodships in the analysed period is in many respects very similar. The variables crucial for determining the differences between voivodships show that Mazowieckie Voivodship occupies high positions in both rankings (and is the leader in the ranking of socio-economic development excluding environmental protection aspects), while Warmińsko-Mazurskie Voivodship is characterised by a low level of development illustrated by both rankings.
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