Knowledge@Wharton High School Investment Competition Knowledge@Wharton High School

Im excited to let you know that we are now officially recruiting for the
2016-2017 South Asia and Middle East region Knowledge@Wharton High

School Investment Competition. This FREE investment competition is
organized by Knowledge@Wharton High School (KWHS), an initiative of
The Wharton School, University of Pennsylvania that promotes business,
financial literacy, entrepreneurship and leadership among high school
students and educators around the world through quality online content
and
competitions.
Since 2012, KWHS has successfully organized four annual competitions,

involving student teams from schools around the world. Last year, over
120
teams
participated
in
the
regional
India
completion. The
Rainmakers from Amity International School Saket were the

winners of the India Finals in 2016. Also, the winners took part in the
Global Grand Finale at The Wharton School, USA in April, 2016.
The Competition includes 10 weeks of trading on the Wharton OTIS
Online Trading and Investing Simulator, students (who compete in teams
of four to nine) will improve their skills by: learning important stock
market concepts; creating investment strategies; conducting industry
analysis; making leadership decisions; and communicating as teams.
Winners of the regional India competition, at New Delhi will be invited to
compete against other teams from around the world in the global finale
at the Wharton School, Philadelphia, U.S.A. Visit the KWHS Newsroom for
more
information
on
last
years
exciting
finale.
For detailed Information and Registration, Please visit The K@W

Investment Competition- South Asia and Middle East Region. You could
also refer to the Guidebook for more details
1
South Asia and Middle East

Introduction
The Knowledge@Wharton High School (KWHS) Investment Competition is a
free, global, online investment simulation for current high school students
(9th to 12th grade) and teachers.
Students learn about:TEAMWORK,
COMMUNICATION,
RISK,
DIVERSIFICATION,
COMPANY ANALYSIS,
INDUSTRY ANALYSIS
and INVESTING.
Teams must have four to nine students, and classes can have
several competing teams; student-led investment clubs and homeschooled teams are also welcome to participate.
Each competing team is responsible for managing a portfolio of
$100,000 in virtual cash using Whartons OTIS online trading
system, an Online Trading and Investment Simulator.
Winners are selected on the strength and articulation of their strategies, not
on the growth of their portfolios, which is a key differentiator between this
investment challenge and others.
Students are required to complete two deliverables: A brief mid-project team
review and a more comprehensive final policy. The mid-project team review
shows the judges that each team is developing a strategy and is following it.
The final policy details each teams recommended investment strategy.
KWHS judges review both documents and select a group of top teams. Teams
that fail to submit either one of the two documents will no longer be
2
considered part of the official competition. Selected top teams will present
their strategies to a panel of expert judges, who will then select the top
analyst teams. Good luck!
Important Dates
October 8, 2016: Registration Begins
November 1, 2016: OTIS Trading Begins
December 11, 2016: Mid-Project Team Review Due
January 10, 2017: Trading Ends
January 20, 2017: Final Strategies Due
January 28, 2017: Top Teams Notified
February 11, 2017: India Regional Finale at One Globe Conference,

New Delhi
May 6, 2017: Global Finale at the Wharton School, University of

Pennsylvania
Registration
Step 1: Register a KWHS account
Register all participating members (advisors, team leaders and team

members) to join Knowledge@Wharton High School. Teams will not be able
to proceed with competition registration until they are registered users of
KWHS. Registrations are free and members gain full access to KWHS articles
and lesson plans.
Step 2: Advisors register first
Click here to register as a team advisor. Advisors must register for the
competition first, so they are linked to their teams and can view their
portfolios.
Step 3: Student team leader registers his/her team and links to
advisors (if any)
Click here to register your team for the competition.
*Important Note: An advisor should not enter registration information on
behalf of his/her student teams. Doing so will cause an error come trading
time. After student team leaders register, they will receive a welcome letter
via email. Upon registering, team leaders will have sole access to OTIS. Only
the team leader is allowed to input trades; however, advisors are able to
view all of their teams portfolios through OTIS.
Guidebook and Approved Stock List

Click on Guidebook to read all the details about this years competition. It is
all there for you! The Approved Stock List will be released soon. Please check
back
Got Questions?
Email us at KWHScompetition@wharton.upenn.edu
OTIS Login
You must be a registered KWHS user to login to OTIS.
Register
or Sign-in/Join

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What is the Knowledge@Wharton High School Investment Competition?

What is the Knowledge@Wharton High School Investment Competition?

What are the requirements for participating in the competition?

What are the requirements for participating in the competition?

Im excited to let you know that we are now officially recruiting for the

2016-2017 South Asia and Middle East region Knowledge@Wharton High

Since 2012, KWHS has successfully organized four annual competitions,

Rainmakers from Amity International School Saket were the

For detailed Information and Registration, Please visit The K@W

South Asia and Middle East

October 8, 2016: Registration Begins

November 1, 2016: OTIS Trading Begins

December 11, 2016: Mid-Project Team Review Due

January 10, 2017: Trading Ends

January 20, 2017: Final Strategies Due

January 28, 2017: Top Teams Notified

February 11, 2017: India Regional Finale at One Globe Conference,

May 6, 2017: Global Finale at the Wharton School, University of

Register all participating members (advisors, team leaders and team

Guidebook and Approved Stock List

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