Markets | Capital | Portfolio
| Trading Volume | Reporting | Prices
| Record Keeping | Performance Monitoring and Reporting
| Asset Allocation | Trading Teams | Trading
Team CEO/Advisors
Each student assigned control of $500,000 for participation
Minimum 10 trades per month
Maximum 200 trades during entire program
Each Portfolio Must contain at least 1 position in a Bahrain Stock Exchange listed company
Trades & Portfolio must be registered on official Tradequest website
Copy of price source must be kept on file to support trades
No interday prices/trading
Initiated by analyst, approved by Team Leader.
Each deal ticket should be supported by print/copy from price source
Deal tickets and support must be kept for SEC confirmation and cross check.
Transaction Process Cost - $5.00 per deal ticket
Team Leader or designate must record each trade in Team portfolio on website
Monitoring and Reporting
Each team will present monthly Performance Report to IRC (max 20 minutes)
Standard outline guides will be provided
Performance will be evaluated and rewarded based on:
* Analysis
* Strategy & Execution
* Financial Performance
* Adherence to limits and guidelines
* Teamwork
* Presentation
Bonuses will be "paid" based on overall assessment
IRC and economist will provide feedback on performance and compliance with strategy
Minimum of 5% in combination of Cash and/or Bonds
Minimum of 60% equities
No single stock > than 20% of portfolio value
Cash will earn interest at a fixed rate, set each month by the economist
Equities performance will be at market. (NYSE/BSE)(Virtual Stock Exchange)
Teamwork is critical and must be fostered.
Competition is important, but learning is more important.
Should try to meet with team at least once every. Minimum one hour