2015-2016 Investment Competition – Global Regions

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The Knowledge@Wharton High School (KWHS) Investment Competition is a free, global, online investment simulation for students, age 14-18, 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. Each competing team is responsible for managing a portfolio of $100,000 in virtual cash using the OTIS online trading system, Wharton’s 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.

At the end of the competition, teams will be required to submit documents detailing their recommended investment strategies. Aberdeen and KWHS judges will review these final investment policies and select a group of top teams. Those teams will present their strategies to a panel of asset managers, who will then select the Top Analyst. Good luck!


Important Dates

  • December 7, 2015: Registration Begins
  • January 4, 2016: OTIS Trading Begins
  • February 8, 2016: Mid-Project Team Review Due
  • March 14, 2016: Trading Ends
  • March 21, 2016: Final Strategies Due
  • March 30, 2016: Top Teams Notified
  • April 30, 2016: Global Finale at the Wharton School, University of Pennsylvania


Step 1: Prior to registration, you must email us at KWHScompetition@wharton.upenn.edu with your school name, location and your advisor’s name (if any).

Step 2: Submit registration form.

If you are a student: Click here to register your team for the competition.

If you are a teacher/advisor: Click here to register as a team advisor.

*Please note: If teachers/advisors want to be able to view their student team portfolios, they must register before students do.

*Additionally, advisors should NOT register student teams; student team leaders must register their teams in order to have access to OTIS through their own accounts.


Linked Competition Resources: Guidebook and Approved Stock List


Video Guide

Got Questions?

Email us at  KWHScompetition@wharton.upenn.edu

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