The Manager Challenge is a detailed simulation that provides an opportunity to sharpen skills in investment manager evaluation, product selection, asset allocation and portfolio monitoring and rebalancing. The Manager Challenge can be played either at in-person events or remotely via the web.
When played in person, teams work together to evaluate fictitious (but very realistic) investment managers and their products. Taking into account liability targets and simulated career risks, teams invest a hypothetical $10 million. The goal is to meet investment objectives and build the greatest portfolio value over a simulated 15-year investment period. Total playing time is 2-3 hours.
The Manager Challenge also can be played entirely online. Individuals or teams participate in competitions that can last up to a week – offering more time for evaluation and analysis, but covering a simulated 15-year period.
The Manager Challenge, featured in a Wall St. Journal story and video, has been used successfully to provide hands-on training for institutional and individual investors in a competitive and fun environment.