“An investment in knowledge pays the best interest.”
— Benjamin Franklin
The Knowledge@Wharton High School (KWHS) Investment Competition is a free, global, online investment simulation for high school students (9th to 12th grade) and teachers. Students learn about teamwork, communication, risk, diversification, company analysis, industry analysis and investing.
Teams consist of four to nine students, and classes can have several competing teams; student-led investment clubs and home-schooled teams are also encouraged to participate. Each team manages a portfolio of $100,000 in virtual cash over the course of 10 weeks using Wharton’s online trading and investment simulator (OTIS).
What Sets the KWHS Investment Competition Apart?
Winners are selected on the strength and articulation of their team strategies, not on the growth of their portfolios, which is a key differentiator between this investment challenge and others.
Deliverables and Judging
Student competitors are required to submit two deliverables: A brief mid-project team review and a more comprehensive final investment policy.
KWHS judges review both documents and select a group of top teams. Top teams are invited to present their strategies to a panel of expert judges, who then select the top analyst teams.
2017-2018 Investment Competition
The KWHS Investment Competition currently involves three separate regions. Details regarding those upcoming competitions can be found HERE.
KWHS has developed a comprehensive collection of free online resources for the investment competition, including lesson plans, articles and learning outcomes, for teaching, learning and helping students to become fluent in the language of investing.
Click HERE to access a tutorial video on OTIS (Online Trading and Investment Simulator).