Overview

Features and Measurable Outcomes

Uses

Demonstration

Providing a general introduction to the principles of fund management, this simulation provides experience of market analysis, asset allocation and presenting and justifying decisions to clients.

This online portfolio management simulation tracks a basket of assets using real-time market data over an extended period of time (4 weeks or more). Players continually rebalance their portfolios in an attempt to maximise returns, and record their decision-making processes via an online learning journal.

Teams can either run a predefined basket of assets or take in the whole asset management lifecycle and construct a portfolio from scratch. They may also modify their decisions in response to the demands of a representative investor (played by the simulation administrator), making the simulation ideal for the client relationship aspects of wealth management.

The simulation ideally complements a tutor-led programme covering asset management, and is also suitable for continuing professional development as it includes a detailed attribution report which can feed into an ongoing mentoring program.

Case study
Wealth management graduate programme