IT IS EXTREMELY IMPORTANT TO READ THE INFORMATION WE PROVIDE AND FOLLOW DIRECTIONS.
· KWHS hours of operation are Monday – Friday, 8:30 a.m. – 4:30 p.m. ET. Responses and communications will be sent out during those times.
· Review the information on the competition website: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/.
· KWHS has developed a comprehensive collection of free online resources for the investment competition: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/resources/. Please note that in order to access the lesson plans you must register on KWHS. This registration is separate from the competition.
· Most questions can be answered by reading the FAQs: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/frequently-asked-questions/.
· This is NOT a trading competition; if you are trying to win on portfolio gains, you have not read the directions.
· The first day of trading is Monday, October 7. Remember, OTIS is based on the U.S. stock market, which opens at 9:30 a.m. and closes at 4:00 p.m. ET.
· Login at https://wrds-otis.wharton.upenn.edu/otis/
CASE STUDY
· Your students cannot build an effective investment strategy without knowing your client.
· READ THE CASE STUDY: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/case-study/.
STOCK LIST
· Trading outside the approved stock list is not allowed and will result in team disqualification.
· VIEW THE APPROVED STOCK LIST: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/stock-list/.
· KWHS hours of operation are Monday – Friday, 8:30 a.m. – 4:30 p.m. ET. Responses and communications will be sent out during those times.
· Review the information on the competition website: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/.
· KWHS has developed a comprehensive collection of free online resources for the investment competition: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/resources/. Please note that in order to access the lesson plans you must register on KWHS. This registration is separate from the competition.
· Most questions can be answered by reading the FAQs: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/frequently-asked-questions/.
· This is NOT a trading competition; if you are trying to win on portfolio gains, you have not read the directions.
· The first day of trading is Monday, October 7. Remember, OTIS is based on the U.S. stock market, which opens at 9:30 a.m. and closes at 4:00 p.m. ET.
· Login at https://wrds-otis.wharton.upenn.edu/otis/
CASE STUDY
· Your students cannot build an effective investment strategy without knowing your client.
· READ THE CASE STUDY: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/case-study/.
STOCK LIST
· Trading outside the approved stock list is not allowed and will result in team disqualification.
· VIEW THE APPROVED STOCK LIST: https://kw.wharton.upenn.edu/kwhs-invests-2019-2020/guidebook/stock-list/.