Deliverables

Both the Midterm and Final Report must be submitted using our submission platform Reviewr. We will not accept any report submitted via email. View our complete guide on how to use the Reviewr platform. 

MIDTERM REPORT

Due October 31, 2022

Requirements

  • Title page, including:
    • Team name
    • Advisor’s name and email
    • Team leader’s name and email
    • Finalized team member names
    • Team ID number (ADVISORS – each team’s ID number can be located by logging on to your WInS account, clicking on the ‘Admin’ tab, and then clicking on ‘Instructor Administration’ below. The Team ID (User ID) is the seven-digit number to the right of the Team’s information.)
  • Minimum of 1 page; maximum of 2 (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 Peter’s financial goals are? Don’t just repeat the case study, show us that you have thought about how his personal circumstances will determine his financial needs.
  • How is your investment portfolio shaping up?
  • What is your team’s current investment strategy and what makes it unique? It is okay if you are still developing your strategy.

FINAL REPORT

Due December 12, 2022

Requirements

Final Report Audience

Your report should be directed to Wharton Global Asset Management’s (WGAM) portfolio manager (your team’s teacher/advisor).

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.
    • Do NOT include external links to content outside of your report. Our judges are instructed NOT to open any links inside your report.

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 (ADVISORS – each team’s ID number can be located by logging on to your WInS account and clicking on the ‘Admin’ tab, then ‘Instructor Administration,’ then looking to the right of the team’s information under ‘User Id.’)

Page 2: Portfolio-at-a-Glance Page:

In this section, you must provide two graphic/visual portfolio snapshots:

  1. Your team’s WInS Portfolio
  2. Your team’s Recommended Portfolio for Peter

NOTE: Your team’s WInS Portfolio and Recommended Portfolio for Peter can be the same. Please be sure to note this if it is the case.

Required statistics in each portfolio snapshot:

Please be sure to refer to Competition Rules.

  • Sectors and percentage of the portfolio held in each sector
  • Stock(s) held in each sector and percentage of the portfolio allocated to each stock
  • Any U.S. Treasuries (bills, notes, bonds or TIPS) recommended for your client and percentage of the portfolio recommended in each
  • 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.

Note: For the purposes of the competition, Diversification is defined as having active investments in different Sectors (your team is required to be invested in at least as many Sectors as the number of students on your team). Further (but not required) Diversification could look like diversifying your portfolio by market capitalization, different exchanges and industries.

Page 3: Summary Page

The purpose of this section is to help you to communicate your team’s strategy concisely. In addition, please have your advisor complete the short prompt below on the same 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.
  • Advisor Reflections: This should be written by the advisor. Tell us in 150 words or less your takeaways from this team’s competition experience.
  • No other content should go on this page.

Page 4: Trading Notes Analysis (What Was Your Team’s Decision-making Process?)

The purpose of this section is to draw out your decision-making process throughout the trading period.

  • Choose three (3) Trading Notes from your portfolio in WInS and reflect on how they contributed to or illuminated your understanding and design of your final strategy.
  • Note: The Trading Notes that you select do not necessarily have to be for companies that you recommend to Peter in your final portfolio. However, you should be able to confidently identify why and how these trades informed your team’s overall strategy as it evolved throughout the competition.
  • Minimum/Maximum of one page for this entire section.

Page 5 up to 12: Report Details

This section is the bulk of your report.

  • This section should be a minimum of 5 pages.
    • Your team’s total final report page count would be 9 pages
  • This section can be a maximum of 8 pages.
    • Your team’s total final report page count would be 12 pages
  • Reports that go over or under this range will be disqualified.
  • Please see the Judging and Evaluation page for more information on what should be included in the Report Details section, and how the final report will be graded.

School Documentation Requirements

This year we require official documentation from your school to ensure your team is in compliance with the Competition Rules.

  • This will be written by your team advisor and uploaded as a separate file, underneath where you submit your Final Report.
  • It must be on official school letterhead.
  • MUST 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.
  • Should not exceed one page.

Upload Requirements

  • You must upload your Final Report (and your School Documentation) using the respective Reviewr File uploads. We will only accept PDF and Word Docs (Google Docs is not accepted).
  • We will NOT accept reports by email under any circumstances. Do not email us your report.