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Investment Portfolio Case Competition

February 9, 2024

The Cornell Investment Portfolio Case Competition is an intercollegiate portfolio design competition.

It is offered to create awareness of portfolio management careers and facilitate students’ networking and recruiting opportunities in the field with sponsoring firms.

The competition is designed to promote analysis and investment strategy development in private wealth, retirement and endowment/foundation asset management and portfolio construction and risk management.

Each school will send a team of 3-4 1st-year students to present their investment case analysis and portfolio recommendations to attending judges and recruiters from sponsoring firms. Students will have 10 days to research the case, will make a 10-minute presentation and respond to 10 minutes of questions, and are required to provide a 2-page summary to judges.

Resume books of participating students will be distributed to sponsoring firms.

Why Students Should Participate

  • Compete in a unique investment challenge that is different than popular stock picking and pitching competitions.
  • Experience the intensity, depth, and breadth of questions posed by top investment professionals – the kinds of questions asked daily in the investment business.
  • Network with investment industry professionals – IPCC judges, sponsors, and competitors who will soon enter the investments field.
  • Practice creative analyses and prepare concise, compelling presentations by competing against peers from the country’s top Masters programs. Competition will be limited to 16 teams, which will be chosen based on application content from all applications received.

Who Should Participate

  • 1st-year MBA and finance master’s students interested in pursuing careers in investment management.
  • This competition is ideal for students interested in portfolio construction and management.

Recommended Selection Process

We encourage schools to distribute information about this event broadly on campus, particularly to the investment clubs, and hold internal competitions to determine their teams. Two teams from one university may apply, and may be selected to attend as long as members of the teams attend different programs and there is sufficient space.