Wharton Academic Year Programs

Wharton Global High School
Investment Competition

The Wharton Global High School Investment Competition is a free, online investment simulation for high school students (9th to 12th grade) and teachers. Students work in teams of four to seven, guided by a teacher or other skilled advisor. Together, they learn about teamwork, communication, risk, diversification, company analysis, industry analysis and investing.
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Don’t miss your opportunity to compete in the 2020-2021 Investment Competition! We have made changes to this year’s competition, so be sure to review the competition materials.

Key Dates:

  • 6/1/2020: Registration opens
  • 9/18/2020: Registration closes
  • 9/28/2020: First day of trading
  • 11/2/2020: Mid-project Team Review due
  • 12/4/2020: Last day of trading
  • 12/11/2020: Final Strategy due
  • 1/18/2021: Regional Finalists announced
  • March 2021: Regional Finals
  • May 2021: Learning Day and Global Finale
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About the Investment Competition

Teams examine a brief client profile and are tasked with working collaboratively to meet that client’s short- and 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.

Want to learn more about the competition?

Watch our informational webinar.

What Sets the Wharton Global High School 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 report.

Final investment reports are reviewed by a team of judges, who select a group of top teams. Top teams are invited to present their strategies to a panel of expert judges at the Regional Finals. The top teams from the Regional Finals move on to the Global Finale in May.

Educators

Educators play an essential role as active team advisors during the Wharton Global Investment Competition.

Educators, including teachers and academic advisors, are responsible for providing guidance to competing teams, and serving as valuable motivators and instructors, especially to students with little-to-no exposure to investing. Students should enjoy navigating this team challenge, while also building their knowledge about the meaning and application of investment concepts, so that they can emerge from this process with a strong basis in finance and a familiarity with the world of investing.

Classroom Resources

The Wharton Global Youth Program is developing a free, comprehensive curriculum for the investment competition, including lesson plans, articles, glossary terms, and learning outcomes, to support teaching competition basics, investing concepts and strategies throughout the simulation and related activities.

Students

Teams develop and then implement an investment strategy for the client using the sectors, industries and companies from our approved stock list. They discuss and create a unique team strategy that serves as the plan of attack for building their potential client’s wealth. Teams must conduct a thorough analysis of industries and companies, choose those that align with their strategies and objectives, and detail a proposal that sets up their potential client for long-term investment success. They put their investment strategy into action by using WInS.