Qualitative Investment Analysis

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Description of Qualitative Investment Analysis. Explanation.

Definition Qualitative Investment Analysis. Description.

Qualitative Investment Analysis (QIA) is a subjective method of determining the value of an investment, especially securities, by examining a variety of non-numeric factors such as: 

• The quality of management.

• Employee morale.

• Industry change cycles.

• Innovativeness (R&D).

• Corporate reputation.

• Customer loyalty.

• Brand value.

Although such factors are more difficult to analyze and measure than the ones being analyzed in Quantitative Investment Analysis, they are a crucial part of any investment! As Einstein supposedly said: "Everything that can be counted does not necessarily count; everything that counts cannot necessarily be counted."

Performing a Qualitative Investment Analysis

To perform a QIA, first make a list of all qualitative factors. The next step could be to split them up in factors having a positive effect (they add value) and which ones have a negative effect (they decrease value), after which you can rank all factors by their relative importance, using symbols (++, +, 0, -, --), or some number (0-9), or even smiley's (from very happy to very unhappy).

Qualitative Investment Analysis Forum (2) Register  |  Log in  |  Help Qualitative Information "When investing in a company project, what qualitative information is needed? I am reviewing investment appraisal techniques for an assignment." Quotes on Qualitative Investment Analysis. Quotations "Hi, do you know of a remarkable, humorous quote by a famous person or a proverb from the world of qualitative investment analysis? Please enter a reaction to share it for other people to enjoy! Please use this template: Author Name Year of Birth - Year of Death, short characterization of author - The quote... Thanks for contributing...!" New topic  |  Join our management network

Qualitative Investment Analysis Special Interest Group Special Interest Group

Compare with: Quantitative Investment Analysis  |  Investor Sentiment  |  Behavioral Finance  |  Technical Analysis  |  Fundamental Analysis  |  Relative Value of Growth  |  Cognitive Bias  |  Bounded Rationality  |  Framing  |  Groupthink  |  Buy-Side Analyst  |  Sell-Side Analyst

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End of description Qualitative Investment Analysis. An explanation.