Requirements & Deliverables

REQUIREMENTS

CREATE SUBMISSION ACCOUNT ON SURVEYMONKEY APPLY

Detailed instructions for SurveyMonkey Apply (the competition submission platform) will be emailed to the designated student team leader on Wednesday, October 8, 2025.

Your final roster of team members, midterm report, school documentation and final report must all be submitted via SurveyMonkey Apply.

⚠️The designated student team leader, and ONLY the team leader, is responsible for submitting their team’s deliverables. DO NOT BREAK THIS RULE. Remember, as stated in the competition rules, the student team leader had to be at least 16 years of age at the start of the competition (September 29, 2025). No exceptions.

MEET THE FIRST TRADE DEADLINE

Friday, October 10, 2025, no later than 4:00 p.m. ET (Close of U.S. markets)

All teams must fully execute at least one trade on WInS by close of the U.S. markets (4:00 p.m. ET) in order to be eligible to advance to the Semifinals and Global Finale.

SUBMIT TEAM ROSTER

Friday, October 17, 2025, no later than 5:00 p.m. ET

Official team rosters detailing your team members must be submitted via SurveyMonkey Apply, the approved platform; no changes are permitted after this date. The team leader can submit their team roster once they receive the instructions on Wednesday, October 8.

You are required to provide:

  • First and Last Name for each team member (minimum of four; maximum of six including the team leader)
  • A unique email address for each team member (This is where we will send the participation credentials, please make sure the information you provide is correct.)
  • Expected graduation year for each team member
  • Official Team Name (Note: Teams will be able to enter an official team name at the end of the midterm report form. Teams should choose their names and have fun with it. Please use good judgment. Team names that use offensive or vulgar language, as determined by the Wharton Global Youth Program in its sole discretion, may be automatically disqualified.)

SUBMIT SCHOOL DOCUMENTATION

Friday, December 12, 2025, no later than 5:00 p.m. ET

We require official documentation from your school to ensure your team is in compliance with the Competition Rules. Do not wait until the last minute to request documentation. This will be submitted along with your Final Report as a separate file.

The school documentation must be:

  • Written and signed by a school administrator (NOT your advisor).
  • Be on official school letterhead.
  • Include:
    • The names of each student on the team and the advisor.
    • Statement that all students and the advisor are affiliated with the school and have permission to participate.
  • No longer than one page.

Here is a template school administrators can use to provide Official School Documentation: Download Official School Documentation Template.

DELIVERABLES

MIDTERM REPORT

The Midterm Report must be submitted no later than 5:00 p.m. ET on Friday, October 31, 2025. No extensions will be granted. All deliverables will be submitted by the Team Leader via SurveyMonkey Apply.

! PLEASE CAREFULLY REVIEW THE INSTRUCTIONS OUTLINED BELOW. !

The Midterm Report is the foundation of your Final Report, and it will be evaluated.

Your team investment strategy is the essence of the Wharton Global High School Investment Competition. You must present your strategy in the Midterm Report.

An investment strategy is important because it provides a clear roadmap for how to allocate money to achieve financial goals while managing risk. It helps investors stay disciplined during market fluctuations, avoid emotional decisions, and focus on long-term objectives. By aligning with personal risk tolerance, time horizon, and financial needs, a strategy increases the chances of consistent growth and wealth preservation over time.

An investment strategy gives you clarity, confidence, and structure. It keeps your client’s financial goals front and center and helps make sure their money is working as effectively as possible.

Top competition teams don’t just develop a strategy with sound financial and fundamental considerations. They need to think both critically and creatively about how to position and present their strategies. How will you express original thought through the substance of your investment strategy? What portfolio themes will guide your decisions? What values will your strategy reflect? Always remember who your strategy is designed to serve – and then find ways to make it your own within the context of the competition. The client profile and his financial goals are also sources of creative inspiration for expressing your ideas.

INSTRUCTIONS

Teams are not permitted to deviate from these directions. Any Midterm Report that does not follow the directions outlined below will be removed from semifinal consideration.

Page 1: Title Page

Teams should only include the following:

✅ WInS username (with numeric extension, e.g., myteamaccount-1234567)
✅ Advisor’s full name
✅ Team Leader name (First Name, Last Name Initial — must match team roster)
✅ Team Member names (First Name, Last Name Initial — must match team roster)
✅ Official Team Name (must match roster)

Page 2: Investment Strategy

You must concisely communicate your team’s investment strategy.

⚠️ IMPORTANT: YOUR TEAM MUST ADHERE TO THIS STRATEGY FOR THE REMAINDER OF THE COMPETITION. YOU ARE NOT PERMITTED TO CHANGE IT FOR THE FINAL REPORT. ⚠️ 

Report Requirements:

✅ Maximum 500 words
✅ Concise explanation of your team’s investment strategy
✅ Must answer: What is your elevator pitch to your client?
✅ Must explain how your strategy is unique
✅ 1 page only
❌ No graphics permitted
❌ Do not include external links to content outside your report. Our judges are instructed not to open any links within your report.

Format Requirements:

✅ Audience: Portfolio Manager (your team’s teacher/advisor who makes the final investment decisions for your firm’s portfolio)
✅ Font: Times New Roman
✅ Size: 12 point
✅ Spacing: Double-spaced
✅ Margins: 1 inch on all sides
✅ Page numbers: Bottom left corner of each page
✅ Submit in doc or pdf format, not exceeding 5MB

Check out our learning resources on developing an investment strategy to help your team get started:

💡 Lesson Plan: Developing a Strategy
💡 Student Resource: Developing an Investment Strategy

FINAL REPORT

Final Report instructions will be posted on Monday, October 27, 2025. The Final Report is due no later than 5:00 p.m. ET on Friday, December 12, 2025.

EVALUATION CRITERIA

More information coming soon.

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