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.

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