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Bank Julius Baer Investment Game on Jan 6 for Master of Science in Wealth Management

On January 6, 2012, three teams from the Master of Science in Wealth Management (MWM) programme gathered at SMU's Lee Kong Chian School of Business to present their investment portfolios to a panel of judges and students. The event, organised by Bank Julius Baer, WMI and SMU, was the culmination of two months of effort.

Panel of judges (left to right): Mr Mark Matthews and Mr David Lim from Bank Julius Baer;
Prof Francis Koh and Prof Phoon Kok Fai from SMU.

The Bank Julius Baer Investment Game is an annual competition where MWM students form teams to develop and manage a portfolio of equities in Stock-Trak, a virtual trading simulation platform. Designed to mirror the real-world, Stock-Trak allows participants to trade across 20 global exchanges.

Starting with an initial USD10 million of virtual cash each, the teams had from mid-October to December, free rein to pick and manage stocks to grow the portfolio of an imaginary client. At the end of December, three teams were shortlisted based on their risk-adjusted portfolio performance and written report to compete for a cash prize. The winning team would ultimately be chosen based on further factors such as presentation ability.

Each team was given 20 minutes to present and defend their results. After much deliberation, the judges eventually awarded the cash prize to the team led by Cedric Ho.

Winning team members receive their prize from Mr David Lim, CEO, Singapore, Bank Julius Baer.

"Part of the investment game is to demonstrate the tenacity of your trading abilities. The other part is to show that you understand the classic situation that every client is different," said David Lim, CEO, Singapore, Bank Julius Baer, as he summed up the competition.

"It's a great time to be in this industry – it's a great time to think long-term," he concluded.

Judging panel

  • Mr David Lim – CEO, Singapore, Bank Julius Baer
  • Mr Mark Matthews – Head, Research Asia, Bank Julius Baer
  • Prof Francis Koh – Deputy Dean, Lee Kong Chian School of Business, SMU Director, Master of Science in Wealth Management
  • Prof Phoon Kok Fai – Associate Professor, Finance Practice, SMU

Photo slideshow

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