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Intense, real-world, memorable - gamified simulation training

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Portfolio Management Simulation

Participants become portfolio managers and engage in an intense battle to generate risk-adjusted returns

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Simulation Overview

The Portfolio Management Simulation uses real-time market data, providing an accurate reflection of the fast-paced environment of fund management and asset allocation.

Participants manage asset diversification, mean-variance optimization, and market analysis to make informed investment decisions.

This multiplayer simulation encourages critical thinking and emphasizes financial literacy, strategic investment, and risk management. Participants are assessed based on the Sharpe Ratio they achieve.

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3-6 hours4 DEBRIEFINGTeams, representing either Pension Funds or Hedge Funds, aim to outperform their peers by achieving higher risk-adjusted returns​.1 BRIEFING2 ANALYSINGTeams are formed, 2-3 players in each. Briefing docs are provided. Immersion in analysisPORTFOLIO MANAGEMENT - GAMEFLOWDifficulty adapts to playersPENSION FUND TEAMSPENSION FUND TEAMSHEDGE FUND TEAMSHEDGE FUND TEAMSEvaluate portfolio performance stats​Analyze market data and stock time series with tools provided​Optimize trading strategy & adjust portfolio weights by buying and selling stocks​1.2.3.Company news​Market news​Performance statsLeaderboard updatesWinnersCertificate3 TRADING123Real-time stock data​Analysis template​Tool tips​Tasks prompts​Updated stock data​Tasks prompts​Review HF mission, role and aimsWatch briefing videoStrategize tomaximize Alpha​In-depth analysis using CAPM andmean-variance optimization​Build portfolio​Review PF mission, role and aimsStrategize tomaximize Sharpe Ratio​In-depth analysisusing CAPM andmean-variance optimization​Build portfolio​MARKET OPENSReview results and performance from all teams. Reflect on feedback.​Automatic assessment, relative to peers in the simulation​
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Key Features

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Duration

3 to 6 hours

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Ideal for

Interns & Analysts. Employees in Hedge Funds and broader Asset Management

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Pre-requisites

Basic understanding of CAPM, Sharpe Ratio, mean-variance optimization

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Approach

Adaptive learning by doing in a competitive team setting

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Grading

Simulator provides performance data to HR to optimize staffing decisions

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Instructions

Explained by videos, case studies, pop-up windows

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Real-time feedback and scores

Provided by simulator

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Facilitator

Simulator runs by itself (coaching is optional)

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Clocks, rules and validation

Managed by the simulator

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Location

Virtual, at the desk, in-training room or hybrid

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41 seconds

Overview: Portfolio Management

  • Dive into the role of fund managers
  • Manage real-world equity portfolios
  • Conquer CAPM, mean-variance optimization, asset allocation, and performance measurement
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Pricing

Per participant (pricing valid for 50+ students)

eLearning Game
Facilitated by you
Facilitated by Finsimco
Participants
$43
$59
$79
(1) Intense competitive gaming
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(2) Feedback on concepts and work
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(3) See ranking and performance stats
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You
Intel: Data and Analytics on participants
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Onboarding: Setup and deployment managed by Finsimco
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Support: Receive live support during a simulation
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Facilitation: Whole simulation run by Finsimco
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Data: Receive soft and hard skill assessment on participant performance
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Need to apply for internal funding approval?

Download Business Case ▶
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Creators of the Portfolio Management Simulation

The following industry professionals were involved from the beginning in the inception, creation, development, testing, and optimization of the simulation.

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Former Corporate Finance Practice Specialist, McKinsey, Gerhard Kling.

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Investment Professional, HPS Investment Partners, Gerhard Wortche.

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Investment Professional, PE, VC, and family offices, Olaf Rottke.

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Senior M&A Investment Banker, Morgan Stanley, Bharat Venugopal.

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VC Investor, Raushan Kretschmar.

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Facilitator Resources

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Enquire

Webinar 23 May 2024 11:30

Join this 20-minute webinar, followed by a Q&A session, to immerse yourself in the simulation.

or

Private demo

Book a 15-minute Zoom demo with one of our experts to explore how the simulation can benefit you.