COMPETITION OVERVIEW

Universities with student-managed portfolios are invited to showcase their success in the areas of growth, value, blend, balanced, alternative and fixed-income styles of management. Twelve-month risk-adjusted returns will be used to identify the top portfolio team in each investment category. Only the top team in each category will be disclosed.

The registration deadline for the competition is February 13, 2012. When registering for R.I.S.E., select "Yes" under the "Optional Portfolio Competition" section on the "Personal Information" page. In addition, complete and return the competition entry form below. Then download the rest of the competition packet to get started.

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 >>