Student Investment Challenge ( "SIC" )
1. Investment Strategy （ 30 Points )
Considerations may include, but are not limited to:
2. Investment Allocation & Securities Selection （ 30 Points )
Considerations may include, but are not limited to:
3. Risk Management （ 30 Points )
4. Presentation（ 10 Points )
Considerations may include, but are not limited to:
Considerations may include, but are not limited to:
- Evidence of a clear, effective and consistent investment strategy
- Comprehensive coverage of themes related to Sustainability and ESG investment guidelines
- Displays the ability to consider relevant factors, including evaluating market conditions, Buy & Sell disciplines, and portfolio rebalancing.
- Displays the ability to make informed decisions on how and where to invest in various assets to optimize returns while managing risk.
- Demonstrate a clear, effective and consistent investment strategy
- Fully understand and execute investments related to Sustainability and ESG investment guidelines
- Show a strong ability to evaluate market conditions and demonstrate consistent Buy & Sell disciplines
- Understand portfolio rebalancing and exhibit excellent judgment about market timing
- The overall strategy is well-structured and coherent with trading activities.
- Demonstrate a clear investment strategy.
- Understand and execute investments related to sustainability and ESG investment guidelines.
- Show a reasonable ability to evaluate market conditions and demonstrate consistent Buy & Sell disciplines.
- Display some portfolio rebalancing and a reasonable sense of market timing.
- The overall strategy is well-structured.
- Demonstrates an investment strategy, but it is not clear and consistent.
- Shows limited understanding of sustainability and ESG investment guidelines.
- Lacks abilities related to evaluating market conditions and Buy & Sell disciplines.
- Displays little portfolio rebalancing and a basic sense of market timing.
- The overall strategy is reasonable but incoherent with trading activities.
2. Investment Allocation & Securities Selection （ 30 Points )
Considerations may include, but are not limited to:
- Illustrate sector and industry allocations to construct a diversified and balanced portfolio.
- Distribute assets across different industry sectors, such as technology, healthcare, finance, consumer goods, etc.
- Display the ability to make informed decisions on how and where to invest in various assets to optimize returns while managing risk.
- Demonstrate the ability to calculate the intrinsic value of a company and identify companies likely to generate superior returns on investment compared to their peer group.
- Understand and demonstrate stock selection rationales.
- Demonstrate a clear, effective, and consistent allocation to construct a diversified and balanced portfolio.
- Distribute assets across different industry sectors.
- Make informed decisions on how and where to invest in various industries.
- Understand the intrinsic value of a company and can apply the concept to investment decisions.
- Provide clear stock selection rationales.
- Demonstrate a clear and effective allocation, and construct a diversified portfolio.
- Distribute assets across different industry sectors with limited diversification.
- Make informed decisions on how and where to invest in selected industries.
- Possess basic knowledge of finding the intrinsic value of a company.
- Provide stock selection rationales in most cases.
- Demonstrate portfolio allocation and construct a reasonably diversified portfolio.
- Distribute assets across a few industry sectors.
- Make some informed decisions.
- Have limited knowledge of finding the intrinsic value of a company.
- Provide stock selection rationales in limited cases.
3. Risk Management （ 30 Points )
- Considerations may include, but are not limited to:
- Identify and categorize financial risks, such as market risk, liquidity risk, operational risk, and regulatory risk.
- Use risk metrics, such as volatility, maximum drawdown, and beta, to assess portfolio risk.
- Quantify the potential impact and probability of each identified financial risk.
- Set risk limits and thresholds to control exposure to various risks.
- Stay informed about changes in financial regulations.
- Ensure adherence to ethical standards and compliance with relevant codes of conduct.
- Optimize portfolio allocation to achieve a balance between risk and return.
- Score ( 25-30 ) : Excellent
- Demonstrate a comprehensive understanding of various risks in the financial markets.
- Understand and use risk metrics, such as volatility, maximum drawdown, and beta, to assess portfolio risk.
- Set risk limits and thresholds to control exposure to various risks.
- Show an ability to invest with high ethical standards.
- Optimize portfolio allocation to achieve a balance between risk and return.
- Score ( 19-24 ) : Good
- Demonstrate a reasonable understanding of various risks in the financial markets.
- Understand and use risk metrics, such as volatility, to assess portfolio risk.
- Show an ability to invest with normal ethical standards.
- Display portfolio allocation to achieve a balance between risk and return.
- Score ( 12-18 ) : Basic
- Demonstrate a basic understanding of various risks in the financial markets.
- Can use risk metrics, such as volatility, to assess portfolio risk.
- Understand ethical standards.
- Display portfolio allocation to achieve a basic balance between risk and return.
4. Presentation（ 10 Points )
Considerations may include, but are not limited to:
- Participation of all team members with clear roles for each person.
- Clarity of key segments of the presentation.
- Logical response to judges' questions.
- All team members participating actively.
- Clear explanation of the Investment Strategy, Allocation & Securities Selection, and Risk Management.
- Convincing, eloquent, and precise presentation.
- Provide logical and relevant answers during the Q&A session.
- All team members actively participating.
- Clearly explain the Investment Strategy and other main portfolio characteristics.
- Presentation is clear and easy to follow.
- Provide basic and relevant answers during the Q&A session.
- Not all team members participating actively.
- Problems with time management (over-run or too short).
- Lack of clarity, making it hard to follow the presentation.
- Provide basic and relevant answers during the Q&A session.
Popular Questions from judges
1. Investment Strategy
2. Investment Allocation & Securities Selection
3. Risk Management
- How did you balance the long term investment strategy with short term market volatility?
- What are your Buy and Sell principles?
- Investment Strategy can take the Top-Down or the Bottom-Up approach. What is your approach?
- How do you expect your investment strategy performs through an investment cycle?
2. Investment Allocation & Securities Selection
- What are the rationales for your investment allocation and the time horizon?
- How often would you change or adjust your allocation?
- How many stocks have your studied and how did you choose those stocks in the portfolio?
3. Risk Management
- What actions did you take when some stock holdings started to lose money?
- If you can start over again, what would you do differently?
- What would be the near term future risks for your portfolio at this moment?
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Meeting ID: 739 277 7093
Password: 2024
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Questions? Please email to gicwins@gmail.com