Teams examine a brief case study featuring a potential client and are tasked with working collaboratively to meet that client’s long-term investment goals as they try to win his or her business. Equipped with an approved stock list (a selection of domestic and international equities) and the Wharton Investment Simulator (WInS), which allows them to buy and sell stocks, over the course of 10 weeks students develop an investment strategy, analyze industries and companies, and build a portfolio using $100,000 in virtual cash. 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. During the competition each team submits two deliverables.
Final reports are reviewed by a team of judges, who select 50 semifinalist teams. Those teams are invited to present their strategies to a panel of expert judges at the virtual Semifinals. The top 10 teams from the Semifinals move on to the Global Finale at Wharton in Philadelphia.


Why Join the Competition?
It’s run by the Wharton School, a world leader in business education
You get to explore the exciting world of securities and strategies
You learn about risk, diversification, company and industry analysis and more investing basics
You develop teamwork, leadership and communication skills
You enhance your college and scholarship applications by building your résumé
You have a chance to compete against teams from around the world
You learn finance skills that will last a lifetime
It’s free and fun!