The TVA Investment Challenge provides hands-on applications of advanced portfolio concepts through the management of a real investment portfolio. Students implement trading strategies, place trades, provide performance reports, and are held to similar standards as professional money managers while acting as fund managers for the Tennessee Valley Authority.
The primary objective of Investment Challenge is for students to manage an investment portfolio to maximize long-run capital growth subject to relevant risk factors and investment restrictions. Students will perform each of the following tasks:
- Research and evaluate prospective stock investments using ratios, financial statements, and relevant information about the firms and financial sectors.
- Integrate firm, sector and macroeconomic data to assess the investment environment. Specifically, students will improve and utilize individual knowledge of fundamental firm analysis to select firms with long-term growth potential.
- Effectively communicate the investment process and portfolio performance in a variety of formats.