Marketing & Finance

Investment Comparison Matrix

Compare options against weighted criteria and get a ranking you can explain.

How to use this worksheet
  1. Define four to seven criteria that matter (return, risk, time, strategic fit) and give each a weight. Bigger number means more important.
  2. Add your options and score each one against every criterion from 1 (poor) to 10 (excellent). Score risk so that 10 means low risk.
  3. Read the ranking, then change the weights a little: if the winner changes, the decision is sensitive to your priorities and worth discussing.
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Criteria and weights

Higher weight means more important. Weights are relative.

Prompts

Ask yourself

  • Which criterion would you never give up?
  • Are two criteria really the same thing?

Scores

Score each option from 1 to 10 per criterion.

Prompts

Ask yourself

  • Are your scores based on data or on a feeling? Mark the guesses.

Write down where the numbers come from and what would change them.

Prompts and example

Example

Weights agreed in the investment committee on 3 Nov.

Ranking

Before you finish

About weighted scoring

A weighted scoring model turns a messy decision into explicit trade-offs. The weighted score is the sum of score x weight divided by the sum of weights.

The model does not decide for you. It shows what you value and where the options differ, which is what a good discussion needs.

Recommended reading

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