ETF Global Portfolio Challenge

The ETF Global Portfolio Challenge is a web-based simulated investment challenge designed to serve as a fun and educational tool intended to help educate students about investing in Exchange-Traded-Products. Through this website, investors will construct a portfolio utilizing between four and ten ETPs using a virtual endorsement of one hundred thousand dollars ($100,000). Players will attempt to pick the top-performing portfolios of ETFs. Each participant will compete on the investment performance of their respective virtual portfolio.

The ETF Global Portfolio Challenge takes place semi-annually. The top 5 winners from each contest will be recognized in a variety of ways including on our site at www.etfg.com, on this site, and in-person at the leading ETF industry conference, The ETP Forum held in New York City by The Expert Series. Since its inception in the Fall 2015, the ETF Global Portfolio Challenge has drawn students from six continents and over 130 schools.

Remember to register for your Free Trial at etfg.com using the Promotional Code ETFGPCF2016 and you will receive a complimentary subscription until your intended graduation date.

The ETF Global Portfolio Challenge offers weekly rebalance opportunities. To submit your first trade and start building a portfolio, simply tap/click on the orange New Trade button in the top right corner: . The “New Order” form will pop up and guide you through the entire order submission process step by step. After you submit a portfolio, you can review it and revise by clicking on the New Trade button again. The portfolio is processed once a week (on weekends). Once they’re processed, they’ll be displayed on your Orders list. All rebalance requests must be made before our weekly rebalance deadlines – Friday at the market’s close (4 pm EST). Your rebalanced portfolio will take effect on the following Monday based on Friday’s adjusted closing prices.

NOTE: The Fall 2016 challenge is open for enrollment! For instructions on how to register for the challenge, please visit our “How It Works” section and view the slideshow

How It Works

SEE HOW IT WORKS

SEE HOW IT WORKS

We'll show you, step by step, how the contest works and what to expect. Launch the slideshow for all the details.
SEE HOW IT WORKS

Contest Timeline

Contest registration dates are intended to generally align with the start and finish of each semester. These dates are also displayed on www.etfg.com. Participants may enroll any time one-month prior to the contest start date. Since its inception in the Fall 2015, the ETF Global Portfolio Challenge has drawn students from six continents and over 130 schools.

Monday, May 16, 2016: Enrollment Period Begins
Friday, September 16, 2016: Enrollment Period Ends
Monday, September 19, 2016: Performance Period Begins
Friday, September 23, 2016: 1st Rebalance/Reselection Date
Friday, September 30, 2016: 2nd Rebalance/Reselection Date
Friday, October 7, 2016: 3rd Rebalance/Reselection Date
Friday, October 14th, 2016: 4th Rebalance/Reselection Date
Friday, October 21st, 2016: 5th Rebalance/Reselection Date
Friday. October 28th, 2016: 6th Rebalance/Reselection Date
Friday, November 4th, 2016: 7th Rebalance/Reselection Date
Friday, November 11th, 2016: 8th Rebalance/Reselection Date
Friday, November 18th, 2016: 9th Rebalance/Reselection Date
Friday November 25th, 2016: 10th and Final Rebalance/Reselection Date
Friday, December 2nd, 2016: Performance Period Concludes
Monday, December 5th, 2016: Contest Winners Announced

Monday, November 16th, 2015: Enrollment Period Begins
Friday, February 12th, 2016: Enrollment Period Ends
Tuesday, February 16th, 2016: Performance Period Begins
Friday, February 19th, 2016: 1st Rebalance/Reselection Date
Friday, February 26 2016: 2nd Rebalance/Reselection Date
Friday, March 4th, 2016: 3rd Rebalance/Reselection Date
Friday March 11th, 2016: 4th Rebalance/Reselection Date
Friday, March 18th, 2016: 5th Rebalance/Reselection Date
Friday, March 25th, 2016: 6th Rebalance/Reselection Date
Friday, April 1st, 2016: 7th Rebalance/Reselection Date
Friday, April 8th, 2016: 8th Rebalance/Reselection Date
Friday, April 15th, 2016: 9th and Final Rebalance/Reselection Date
Monday April 25th, 2016: Performance Period Concludes
Monday May 2nd, 2016: Contest Winners Announced

Contest Prizes!

Aside from sharpening your investment skills and educating yourself in Exchange-Traded Funds,
students will compete for a variety of exciting prizes!

Eligibility:  To be eligible to the prizes offered in the ETF Global® Portfolio Challenge you must be an undergraduate or graduate student enrolled in an accredited university or college.

One Entry per Person:  Each participant may register once per contest. Participants cannot enter more than once during each contest or under an assumed alias. In the case of multiple or inaccurate entries, invalid or incomplete identifying information, an entrant may be disqualified from participation at the sole discretion of ETF Global.

Portfolio Performance:  Each virtual portfolio will be measured on highest total return (based off of closing Net Asset Value (NAV) plus dividends paid by the fund.

Leaderboard Published:  Each day the contest website will list and rank the leading portfolios and recognize the top weekly and monthly performers. At the end of the game, the winner will have selected the winning virtual portfolio of ETFs that earned the highest total rate of return over the performance period. In the event of a tie, between two or more entrants achieving the same total return, the contest will end in a tie with those entrants being recognized as winners.

Winners Notification: All winners will be notified within (1) week of end of the performance period. Winners will be required to sign an affidavit of eligibility, send a notarized photo ID attesting to their identity and may also be required to present a valid ID such as a Passport, Driver’s License and may be required to provide a student ID.

  • All students who place in the top 25 will receive two complementary tickets for themselves and guest at the ETP Forum in New York City.
  • Winners recognized on stage at the ETP Forum in NYC (www.expertseries.org). Biographies featured in meeting material. Networking Opportunities with 500-600 Financial Professionals
  • Private lunch with Wall Street mentors
  • Winners eligible for Micro-Internships in Financial Services
  • Winners and schools featured on this website and all related contest websites
  • Recognition via ETF Global Perspectives
  • Winners and Schools featured via social media and on ETF Global www.etfg.com
    • Monthly Leaderboards
    • Schools that have 100+ student registrants are eligible for the ETF University Bracket Challenge – with additional prize incentives!
  • Tour the New York Stock Exchange!
    After being recognized at the ETF Global Portfolio Challenge Awards Ceremony and interviewed by Bloomberg Radio, our inaugural winners took a trip to the New York Stock Exchange. During their private tour, our winners had the opportunity to speak with news analysts, traders, market makers and liquidity providers, and traders on the floor of the exchange. Our winners were also given a detailed history of the exchange, as it has evolved from a bustling, paper reliant venue to a much calmer environment, characterized by paperless transactions and handheld computation devices. To wrap up their experience, our winners we able to watch the Closing Bell Ceremony.Given the heightened security and restrictions placed on public access following the tragic events of 9/11, our winners were are thrilled to walk the floor of the exchange for the first time.We look forward to continuing this tradition with our future portfolio challenge winners!

Spring 2016 Winners

NAME SCHOOL PORTFOLIO RETURN
Michelle Gu(Read Bio) University of Chicago
153.51%
Alexander Parker University of Texas at Austin
112.71%
Ramiro Diaz(Read Bio) University of Texas – Rio Grande Valley 93.49%
Chau Bui(Read Bio) Cal Fullerton
81.89%
Aaron Lidawer(Read Bio) University of Pennsylvania 72.77%

Who Is Participating?

Click each pin to see a list of schools that area. As you can see, we have the world covered!

Our Top Participating Schools

University of Texas at Austin

St. Joseph’s University

University of Chicago

Georgia State University

Rutgers University

Our Founding Sponsors

Cantor FitzgeraldCantor Fitzgerald formed in 1945 as an investment bank and brokerage business, became known for its innovation in computer-based bond brokerage, the quality and success of its institutional distribution business model, and as the market’s premier dealer of government securities.

Since that time, Cantor has continued to set the pace in innovation to become a premier global financial services firm. Today, Cantor is a preeminent capital markets investment bank, recognized for its strengths in the equity and fixed income capital markets, its global distribution model, and for its expanding presence as the leading independent middle market investment bank serving the marketplace with investment banking services, prime brokerage, and commercial real estate financing.

Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes CCRE, Prime Brokerage, Cantor Index, Cantor Insurance Group, and other businesses and ventures.

For 65 years, Cantor consistently fueled the growth of original ideas, pioneered new markets and provided superior service to clients. Cantor operates trading desks in every major financial center in the world, with offices in over 30 locations around the world and approximately 1,600 employees.

As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy and attract talented individuals who are driven to succeed.

www.Cantor.com

Wharton Data ServicesWharton Research Data Services (WRDS) is the award-winning research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients at over 375 institutions in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, Finance, ESG, and Statistics. Flexible data delivery options include a powerful web query method that reduces research time, the WRDS Cloud for executing research and strategy development, and the WRDS client server using PCSAS, Matlab, Python and R. Their Analytics team, doctoral-level support and rigorous data review and validation give clients the confidence to tailor research within complex databases and create a wide range of reliable data models. WRDS provides access to S&P Capital IQ, CRSP, NYSE, Thomson Reuters, Bureau van Dijk, Global Insight, OptionMetrics and other important business research databases. From partnerships with data vendors, to their own tools including the WRDS SEC Analytics Suite, WRDS Quant Alpha Platform and the Wharton School’s OTIS – WRDS is the global gold standard in data management and research, all backed by the credibility and leadership of the Wharton School.

www.WRDS-Web.wharton-upenn.edu

LifeStage InvestingLifeStageInvesting.com is a cutting-edge, digital advisor featuring a dynamic financial planning and investing program which helps identify, plan and invest throughout a person’s various life-stages. LifeStageInvesting.com embraces a goal-oriented approach and provides the flexibly to migrate seamlessly between these life stages and their requisite investing modes. Whether a Financial Advisor, RIA or Investor, come visit us at www.LifeStageInvesting.com.

www.LifeStageInvesting.com

The Expert SeriesThe Expert Series is an organization dedicated to bringing unparalleled insight through the eyes and voices of recognized experts to highly qualified audiences around the globe. One key to the differentiation of the Expert Series is the unique environment created for these events.

Expert Series’ events are rooted in academia and industry research and brought to life by practicing leaders who provide first-hand perspectives. All Expert Series’ events are carefully engineered to a measured audience size allowing for intimate and interactive examination of the targeted subject matter. Some of the most requested live event types include:

• Major industry and sector conferences
• Educational seminars
• Sponsored roundtables
• Client Feedback Forums

In addition to the live event experience of attendees, The Expert Series delivers this content through dynamic media environments which include www.expertseries.org, www.expertseries.tv and the online delivery platforms of the strategic partners with which they have aligned.

Many of the Expert Series events are produced in conjunction with organizations recognized for their leadership positions within the respective field. For example, the ETP Forum is produced in conjunction with ETF Global (www.etfg.com) which is a leading, independent provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products.

www.ExpertSeries.com

Raptor TradingFounded in 2003, Raptor Trading Systems (“Raptor”) is the leading provider of Trading Connectivity and Multi-Asset Trading Solutions. Raptor’s established relationships and ability to integrate with most major systems makes it an ideal solution which can be rapidly implemented with minimal cost and disruption to clients. Raptor Trading Systems’ solutions are used by over 150 Clients Globally. Core client focus is given to Buy Side, Sell Side, Portfolio Management, Proprietary, and Hedge Fund Trading Firms.

www.RaptorTrading.com

Trade WarriorsTradeWarrior, Inc. was founded in 2008 by registered investment advisors with the vision of bringing exceptional rebalancing software to the financial services industry. TradeWarrior is a tax-efficient trading program and the product of years of in-depth research into the logistics of portfolio rebalancing to keep investment accounts aligned with their investment objectives. Additional program functionalities include tax-loss harvesting, householding accounts for optimal security location and increased tax efficiency, and customization features (Do-Not-Sell restrictions, Cash Reserve Limits, etc).

TradeWarrior is used by investment advisors, CPA’s, and brokerage firms all over the country and currently manages $13B+ in assets on the platform. TradeWarrior’s engine and algorithm’s power the rebalancing and tax-loss harvesting capabilities for LifeStageInvesting.com.

www.TradeWarriorSoftware.com

Trade WarriorsJozii is a student exclusive college job board that connects students with part-time jobs and internships within their field of interest. Jozii also provides the student with transparent application tracking so they know where they stand in the application process.

www.Jozii.com

Become A Sponsor!

Interest in becoming a sponsor for the ETF Global Portfolio Challenge? Please contact us at (212) 223-2384 or contact Russell Minetti (rminetti@etfg.com) or Sal Licata (slicata@etfg.com) directly.

Contact Us

Download and read our Terms and Conditions

ETF Global
Support Center for ETF Portfolio Challenge
support@etfg.com

Russell Minetti
Program Director – ETF Global Portfolio Challenge
rminetti@etfg.com
(212) 223-3834