The Edward Jones Portfolio Challenge

Welcome!

The Portfolio Challenge

Eller students are invited to step into the shoes of a financial advisor and learn to invest money in today's market.

When will the challenge start?

  • Kickoff Presentation: Thursday, September 8, 5 - 8 p.m. in McClelland Hall Room 201
  • Final Application for Participation Deadline/1-2 Page Executive Summary Due: Sunday, Sept. 18 
  • Paper Submissions Due/Final Analysis: Sunday, Oct. 16
    Submissions via D2L with E-mail backup as necessary due by 11:59:59PM 
  • Final Presentations: Thursday, Nov. 3
    5:00pm in McClelland Hall room 201A
    • 5:00 - 7:00pm: Presentations
    • 7:00 - 8:00pm: Networking, Refreshments and Awards Program

How it Works

"For a Fictitious Edward Jones client"

  • Students form groups of two, three, or four participants
  • Develop a diversified portfolio of a minimum of 8 stocks and 6 fixed income securities
  • No more than 10% may be in mutual funds
  • Portfolios will provide a long term solution for the client.
  • Students are provided the case prior to kickoff meeting and have 10 days after the meeting to develop an executive summary
  • Students' work, including supporting documentation, is judged by the review committee, and teams selected to continue have 2 weeks to develop a full analysis
  • Up to five teams are chosen as finalists
  • The top finalist teams will have three weeks (including Spring Break) to prepare their presentation
  • Top finalist teams then present their solution to a panel of Eller Faculty and Edward Jones Professionals.
  • A $1,000 prize for the winning team, $300 for the second place team, and $200 for the third place team.

Securities to be Used in the Portfolio

Students will be restricted in the equity and fixed income securities that can be chosen for the client. Equity securities will be limited to those securities with a market capitalization of $2 billion or more. Fixed income securities are limited to those that are rated investment grade by a nationally recognized statistical rating organization. Students may not invest in exchanged-traded funds, closed-end funds, derivatives, foreign exchange, and commodities.  In addition foreign companies that do not trade on a domestic exchange will be restricted, but students may invest in domestic exchange-traded American Depository Receipts.

Resources

A resource guide will be provided at the Kickoff Presentation. The resource guide will include articles on diversification and portfolio management, Bloomberg terminal tutorials, fundamental valuation articles, a list of online resources, a list of industry professional and professor resources, a sample executive summary, and a sample presentation.

The Written Portion

The written portion of the challenge will include a 1-2 page executive summary that outlines the needs of their client and why the whole portfolio is an appropriate solution for their client's serious long-term financial goals (similar to Investment Policy Statements). The students will also provide a summary of portfolio statistics and detailed analysis of their individual equity and fixed income selections.

The Presentation

The presentation portion of the Challenge will include 15 minutes for the team's presentation followed by 5-10 minutes of question and answer with judges. The students will follow specific guidelines, including mandatory elements needed in the presentation, answering why this portfolio is appropriate for their client's long-term financial goals. Students will be judged based on their presentation skills, quality of analysis, and their answers for panelists' questions. Students will not be judged based on the performance of their portfolio, but must be able to answer questions on large swings of performance and whether or not the security is still appropriate for their client

Registration

Please fill out the form below with all team information.

Fields marked with * are required.


 

TEAM MEMBERS

Member #1

Member #2

Member #3

Member #4

By submitting this form, you accept the Mollom privacy policy.

Contact

For further information please contact: Katelyn Rose.