COMPETITION OVERVIEW

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, 2012, 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. 28, 2013. When registering for RISE, 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 >>

RISE 12 Competition Winners by Investment Style