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Investment modeling definition

A comprehensive and broad approach characterized by breadth and diversification instead of focus and concentration.


Investment modeling is the process of deriving the value of a set of public securities, taking into consideration factors such as risk, liquidity, valuation and correlation with other securities. It involves more broad comparisons than typically performed in financial modeling, so the data is typically too vast for a spreadsheet.

Synonym: systematic investing

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Which is easier and more cost-effective to scale when the coverage list is hundreds of stocks? | Financial modeling or investment modeling

Investment modeling

In a Sentence

Doc:  Investment modeling  helps to explain how the whole investment process is performing, not just one or several stocks.
Ali:  Isn't that really all clients should care about?


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