Qualitative Investment Analysis

Knowledge Center

What is Qualitative Investment Analysis? Meaning.

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 William Bruce Cameron wrote: "Not everything that can be counted counts, and not everything that counts can 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).

Forum Forum about Qualitative Investment Analysis. Below you can ask a question about this topic, share your experiences, report a new development, or explain something. 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 ... 2   🔥 Qualitative Investment Appraisal Techniques When investing in a company project, what qualitative information is needed? I am reviewing investment appraisal techniques for an assignment.... 0   1 comments Start a new topic about Qualitative Investment Analysis Ask a question or explain something

Information Sources Various sources of information regarding Qualitative Investment Analysis. Here you will find powerpoints, videos, news, etc. to use in your own lectures and workshops. Collected Warren Buffet Wisdom on Investing Investing, Investment Advices This video gives a short overview of some advices by Warren Buffet on buying quality stocks at low prices. Look for comp...

Research Links Jump to further research sources regarding Qualitative Investment Analysis. News Videos Presentations   Books Academic More

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

Return to Management Hub: Decision-making & Valuation  |  Finance & Investing

More on Management  |  Return to Management Dictionary

This ends our Qualitative Investment Analysis summary and forum.