Roles and Responsibilities

Investment Competition proudly sponsored by:

2020-2021 Investment Competition Roles and Responsibilities


As an advisor, you are responsible for the following:

  • Registering your team(s) for the Investment Competition. You will also be the main point of contact for your team(s). All communications and notifications will be sent to you.
  • Providing educational guidance to your team(s), especially for those students who have had little-to-no exposure to investing. The Resources (COMING SOON) tab on the Wharton Global High School Investment Competition website provides pages of learning materials, including lesson plans, discussion questions, learning outcomes and articles to help you build knowledge into every aspect of this competition. Financial literacy is a key competition objective.
  • Motivating your student teams. Many teams that register for the competition drop off before the mid-project team review because they lose interest or lack guidance. Please help to keep them in the game and encourage them to submit both deliverables.
  • Checking in on students’ portfolios. As an advisor, you will be able to log into WInS and review team portfolios to make sure your students are engaged and building a strategy.
  • Providing structure. We have thousands of students competing this year, and clearly only a small group will make it to the regional finals. We encourage advisors and teachers to find creative ways to build the competition out in the classroom, providing incentives and prizes for your top teams and even inviting judges to hear and evaluate final strategies.
  • Total follow-through. If one or more of your teams are among the finalists, we hope you will support their final presentations and even accompany them to the regional/global finals.


Students are responsible for the following:

  • Developing your team’s investment strategy. Your advisor serves as a guide for your team, but students are the competitors.
  • Placing trades on WInS. Remember, every time you place a trade you will need to provide a trading note.
  • Team members must work together and place trades as a team through one account. Communication and collaboration are fundamental to success in the competition.
  • Each team member is responsible for at least one sector (see investment rules section for details). A sector is an area of the economy in which businesses share the same or a related product or service.
  • Staying engaged and meeting deliverable deadlines. Registered student teams are expected to be active throughout the competition, understand the rules, and work consistently during the 10 weeks of trading and strategy development. Manage your time wisely.