Student Investment Challenge Judging Guidelines
General Guidelines:
- All judges are required to uphold the highest standards of ethics, integrity, and professional excellence.
- Judges are expected to provide aspirational, encouraging, and professional feedback to each team during the judging sessions.
- Dress Code: Business casual/Business professional.
- Confidentiality: The Scorecards and scores are confidential.
- If a judge cannot attend a scheduled session, please inform SIC management as early as possible.
- During the SIC Final, each student team has 8 minutes to present their investments, followed by a Q&A session. Typically, 7 to 8 teams present in each two-hour judging session.
Scorecard:
SIC Judges will award two scores to each team: a Composite Score and a Presentation Score.
SIC Judges will award two scores to each team: a Composite Score and a Presentation Score.
- Composite Score ( 100 Points ) consists of three equal components:
- Investment Strategy,
- Allocation and Securities Selection, and
- Risk Management.
- Presentation Score ( 100 Points )
- Participation of all team members with clear roles for each person.
- Clarity of key segments of the presentation.
- Logical response to judges' questions.
Online Judging via Zoom:
- Log-In: Please log in at least 10 minutes before the scheduled time.
- Screen Name Format: Use the format 'Judge - First Name & Last Initial' (e.g., 'Judge - Lisa K.', 'Judge - Tim B.').
- Background: Download and use the designated background photo for all Zoom sessions.
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Judge Training video on YouTube
SIC Scoring Rubrics
Composite Score (100 Points)
Investment Strategy
Allocation & Securities Selection
Risk Management
Presentation Score (100 Points)
Investment Strategy
- 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.
Allocation & Securities Selection
- 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.
Risk Management
- 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.
- 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.
- 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.
- 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.
Presentation Score (100 Points)
- Participation of all team members with clear roles for each person.
- Clarity of key segments of the presentation.
- Logical response to judges' questions.
- Participation from all team members and smooth transitions between speakers.
- Coordinate the delivery style to create a cohesive presentation, with each speaker complementing the others in tone, pace, and energy.
- Use vocal variety, gestures, and eye contact to engage the judges and maintain their attention.
- Team members support each other throughout the process, offering constructive feedback and assistance
- Use vocal variety, gestures, and eye contact to engage the judges
- A single presenter dominates the whole presentation and answers all the questions.
- The presenter struggled to provide relevant content during the presentation and was unable to answer questions from the judges effectively.
Commonly Asked Questions by Judges
1. Investment Strategy
2. 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. 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?
Questions? Please email to gicwins@gmail.com