Investment Challenge

“I hear and I forget. I see and I remember. I do and I understand.” - Confucius

The Investment Challenge provides a competitive and fun environment in which participants can sharpen their investing skills. Participants gain a greater understanding of the benefits of rebalancing and virtue of a disciplined approach to investing through "hands on" experience.

Played on computers or tablets, the Investment Challenge is simple to play—difficult to win.

How does the Investment Challenge work?

Players act as global portfolio managers over a simulated 5-year timeframe, divided into five periods of one year each. Using actual events and prices, each period brings new developments and challenges. In an attempt to maximize portfolio value while minimizing risk, participants select investments, adjust asset allocations, buy and sell stocks.

How do I Play?

The Investment Challenge can be played in as little as an hour as part of a client appreciation or prospecting event.

The Investment Challenge is accessible anywhere with an internet connection. Using a computer or tablet device, competitors analyze fundamental stock data and invest a hypothetical $10 million portfolio. Teams attempt to leverage their investment skills and knowledge of history to outperform their competition.

The winner of the Challenge is the team or individual who has the greatest amount of assets at the end of the competition.

How do I host an Investment Challenge event (Financial Advisors)?

The Investment Challenge is an opportunity for you host a thought-provoking, hands-on investment simulation that clients and prospects will remember for years.

By hosting an Investment Challenge you will:

Learn about key issues facing your clients – and demonstrate practical solutions
Start a conversation with clients or prospects about investment topics that captures their interests
Offer an engaging and fun way for clients and prospects to learn about investing

To request an Investment Challenge competition for your next seminar or conference, please contact your regional manager or email us at challengeinfo@brandes.com.

The Investment Challenge is designed for illustrative purposes. While based on actual returns, past performance is no guarantee of future results. Intrinsic values are fictitious and have been created specifically for the Investment Challenge. These intrinsic values are for illustration only and were not those used by Brandes Investment Partners, L.P. for those securities at any point in time. No investment strategy can assure a profit or protect against loss.

This material was prepared by the Brandes Institute, a division of Brandes Investment Partners®. It is intended for informational purposes only. It is not meant to be an offer, solicitation, or recommendation for any products or services, or for the purchase or sale of any products or services. All information concerning managers, products and investments is fictitious. The foregoing reflects the thoughts and opinions of the Brandes Institute.

Copyright ©2006-2008 Brandes Investment Partners, L.P. ALL RIGHTS RESERVED. Brandes Investment Partners® is a registered trademark of Brandes Investment Partners, L.P in the United States and Canada. Users agree not to copy, reproduce, distribute, publish, or in any way exploit this material. For more information about Brandes Institute research projects, visit the website at www.brandes.com/institute.