competition winners


Universities with student-managed portfolios are invited to compete for cash awards based on their performance in the areas of growth, value, blend, balanced, alternative and fixed-income styles of management. Twelve-month risk-adjusted returns for the period Jan. 1 - Dec. 31, 2013, will be used to identify the top portfolio team in each investment style category for which there are a sufficient number of competitors. Only the top school in each category will be announced, and that school will be awarded a $1,000 cash prize. Up to $6,000 in prize money will be awarded to competition winners!

Registration deadline for the competition is Feb. 20, 2014. When registering for RISE, select "Yes" under the "Optional Portfolio Competition" section on the "Personal Information" page. In addition, please complete and submit the competition entry form below by the Feb. 20th entry deadline. Download the rest of the competition packet as well, making sure to adhere to the remaining deadlines outlined in the Instruction Kit regarding the submission of competition materials.

Competition winners will be announced at the Friday afternoon networking reception sponsored by the CFA Institute.

Competition Packet:

Download the Competition Entry Form >>  
Download the Competition Instruction Kit >>  
Download the Competition Excel Workbook >> 

Morningstar Examples:

View the Sample Snapshot Report >>
View the Sample Stock Style Report >>
View the Sample Asset Class Report >>

RISE 14 Competition Winners by Investment Style

Alternative University of Utah
Balanced Simon Fraser University
Core - Tie! Roger Williams University
Drexel University
Fixed Income       Stetson University
Growth California State University, Fresno
Value Michigan Technological University