Deliverables

Deliverables

Midterm Report

Requirements

  • Title page, including team name, advisor’s name and email, team leader’s name and email, finalized team member names, and team ID number
  • 1-2 pages excluding title page
  • Proper citation of any source used and acknowledge ownership of all images and other media
    • NOTE: A separate bibliography is not required. Source citations can be included in the footer of your report.
  • 12 point font; Times New Roman
  • Double spaced
  • 1 inch margins
  • Submit in doc or pdf format, not exceeding 5MB

Your midterm report should answer the following three questions:

  • What do you think Nichole’s financial goals are? Don’t just repeat the case study, show us that you have thought about how her personal circumstances will determine her financial needs.
  • What is your team’s current investment strategy? It is okay if you are still developing your strategy.
  • What makes your team’s investment strategy unique?

Final Report

Requirements

  • Proper citation of any source used and acknowledge ownership of all images and other media
    • NOTE: A separate bibliography is not required. Source citations can be included in the footer of your report.
  • 12 point font; Times New Roman
  • Double spaced
  • 1 inch margins
  • Submit in doc or pdf format, not exceeding 5MB

Page 1: Title Page, including:

  • Team name
  • Advisor’s name and email
  • Team leader’s name and email
  • Finalized team member names (these should be the same as what was submitted in the midterm report, unless you received written permission from us to change your team roster)
  • Team ID number

Page 2: Portfolio Page, including a graphic of your team’s final portfolio breakdown:

  • Industries and percentage of the portfolio held in each industry
  • Stock(s) held in each industry (you do not need to have every industry represented – see the Rules page) and percentage of the portfolio allocated to each stock
  • Any U.S. Treasury bonds or notes recommended for your client (see the Rules page) and percentage of the portfolio recommended in each bond or note
  • Percentage of the portfolio remaining in cash
  • You may use tables or charts, but please do not use sentences or paragraphs
  • You may include other statistics such as total portfolio return on this page, but do not include information about your investment strategy on this page – this page should simply provide an overview of your portfolio at a glance

Page 3: Strategy Summary Page

  • Tell us in a maximum of 75 words what your investment strategy is. What’s your “elevator pitch” to your client?
  • Tell us in a maximum of 75 words what makes your investment strategy unique compared to other teams.
  • No other content should go on this page.

Page 4 up to 11: Report Details

  • Minimum of 5 pages
    • Total final report page count: 8 pages
  • Maximum of 8 pages
    • Total final report page count: 11 pages
  • Reports that go over or under this range will be disqualified

Please see the Judging page for more information on what should be included in the Report Details section, and how the final report will be graded.