Main Components of Program
Financial Competition among Schools & teams
Conducted as Economics/Finance Class Activity by School Sponsor at each school
Investment Trading Teams formed - 5 students each
Each Team capitalized with $2,500,000 equity
Trading done in equities markets only.
Teams conduct research, develop strategies and make buy/sell decisions to build portfolio
Each team owns and operates a portfolio for the entire period of time
Business community advisors assigned to each team for advice & consultation.
The students and teams students focus on specific functions related to markets and processes:
Market Research - Role and function of a stock analyst
Execution and trading processes - Role and function of traders
Portfolio Management / Asset allocation
Each Team makes a monthly presentation to the Investment Review Committee:
Portfolio Performance Evaluation
Strategies explained
Buy/Sell decisions justified
Overall Performance summarized - strengths, weaknesses, issues and concerns
Strategy modifications for next quarter
Performance evaluated by team, by school
Final evaluation and assessment done by Investment Review Committee.