2016-2017 Investment Competition

Introduction

The Knowledge@Wharton High School (KWHS) Investment Competition is a free, global, online investment simulation for current high school students (9th to 12th grade) and teachers. Students learn about teamwork, communication, risk, diversification, company analysis, industry analysis and investing. Teams must have four to nine students, and classes can have several competing teams; student-led investment clubs and home-schooled teams are also welcome to participate. Each competing team is responsible for managing a portfolio of $100,000 in virtual cash using Wharton’s OTIS online trading system, an Online Trading and Investment Simulator. Winners are selected on the strength and articulation of their strategies, not on the growth of their portfolios, which is a key differentiator between this investment challenge and others.

Students are required to complete two deliverables: A brief mid-project team review and a more comprehensive final policy. The mid-project team review shows the judges that each team is developing a strategy and is following it. The final policy details each team’s recommended investment strategy. KWHS judges review both documents and select a group of top teams. Teams that fail to submit either one of the two documents will no longer be considered part of the official competition. Selected top teams will present their strategies to a panel of expert judges, who will then select the top analyst teams. Good luck!

 

Regions

This year KWHS is running the investment competition in two global regions. Please select the appropriate region to view specifics, register and access the simulation: