Welcome To The Competition
Here you can find everything you need for the 2025 SFSIC. If you have any questions, please reach out here.
2025 Teams
Bullish Bros
- Robert Mudd
- Logan Thompson
- Mari Daniel de Bruin
Goldman Maxs
- Kevin Friesen
- Max Gosselin
- Morgan Thomas
M and I
- Midhat Wahab
- Iman Raza
- Manmeet Kaur
Mutual Fun
- Omar Hachem
- Astrea Borromeo
- Reynaldo Tacder
Northwest Capital
- Dawson Evans
- Brayden Macdonald
- Dominic Soucie
Trendsetters
- Depesh Suyal
- Lou Rhenz Sorrilla
- Dev Patel
Wealth Wizards
- Dhruv Singh
- Tarunvir Singh
Team 7
- Harmanpreet Singh
- Pamandeep Singh
Team 8
- Muhammad Umair Adnan
- Ali Esmail
- Yusuff Ibrahim
Overview
Your team will receive a case developed by the SAIT Finance Society, under the guidance of faculty members from the business department. You and your teammates will collaboratively analyze the case and develop strategic solutions that meet the specified parameters and requirements for the client.
Throughout the competition period, you are expected to adjust and refine your investment strategies and justifications to align with the objectives outlined in the case.
At the conclusion of the competition, your team must prepare a final presentation that outlines your investment philosophy, technical and fundamental analyses, outcomes, market perspectives, and insights gained during the competition. Depending on logistical considerations, presentations may be conducted in person or pre-recorded. Following the presentations, your team will have the opportunity to address inquiries from fellow participants and attendees.
Case
Ms. Emily Hart, a 38-year-old environmental scientist turned entrepreneur, has made her mark in the sustainable technology sector. After selling her company, GreenTech Innovations, she now seeks to inspire the next generation with a focus on mastering the nuances of the Canadian financial markets.
Profession: Former CEO of GreenTech Innovations
Age: 38
Net Worth: Estimated at $30 million CAD
Risk Tolerance: Medium High
Financial Aspirations: To encourage deep understanding and strategic investment solely within the Canadian market. She values creativity, strategic thinking, and the ability to make informed decisions in dynamic market conditions.
Judging Criteria
Portfolio Performance (50%)
Total portfolio return after 8 weeks.Performance relative to a benchmark index.
Innovation and Strategy (25%)
Creativity and uniqueness of the investment strategy. Consideration of market conditions and economic outlook.
Risk Management and Diversification (15%)
Use of risk metrics (e.g., Sharpe Ratio, beta, drawdown). Broad asset class and sector representation. Ability to manage risk, diversify the portfolio, and respond to market fluctuations.
Final Proposal and Presentation (10%)
Professionalism and clarity of the report. Convincing pitch to win Ms. Harts business. Teams will present their investment strategy and performance in a final presentation to a panel of judges (please see ‘Competition Rules and Parameters’).
Competition Rules
Teams consist of up to 3 members. Each team will be required to formulate a team charter outlining internal communication methods, conflict resolution, and designation of a team leader for communication purposes.
The team leader alone will follow the steps under the ‘TMX Simulator Setup’ to open a simulation account.
Each team will create a virtual portfolio with a starting balance of $100,000 CAD using the TMX Trading Simulator. Any additional cash deposits on transaction sheet at any point during the competition will result in disqualification. No trades are to be made after competition end.
Prior to the start of the competition, all teams must share their portfolio links with the organizers for transparency as outlined in the TMX Simulator Setup. The portfolio links will be used for tracking and performance evaluation.
Teams are allowed to trade options, futures or any other investment vehicle within the simulator. All contracts must expire before the competition end date (March 14th, 2025).
Final returns will be calculated based on both realized and unrealized gains as of market close on March 14th, 2025. The closing prices of securities in the portfolio will be used for valuation.
All communications between teams and management should be made by the elected team leader only.
Teams are allowed and encouraged to use other financial resources and software when researching investments although all trades must be conducted within the TMX Trading Simulator. Some useful tools can be found under ‘Additional Resources’.
Each team will be required to create a final in person presentation that outlines their investment philosophy, technical and fundamental analyses, successes and/or failures, market and investment outlook, and any learning opportunities experienced throughout the competition.
Teams are strongly encouraged to record their portfolio returns on a regular basis for later analysis.
Start Date: January 12th, 2025 – 7:30 MST End Date: March 14th, 2025 – 14:00 MST
Prizes
Based on the judge’s analysis, the winning team will receive:
Individual $50 gift cards to businesses of the team members choosing.
An engraved glass award trophy commemorating the achievement.
Bragging rights for the 2025 SFSIC.
TXM Simulator Setup
To create a simulation account, click this link. Once your account is created, log in and you should s
To make the initial cash deposit, select Account Manager on the right-hand side of the page and enter $100,000 CAD. Then click GO and confirm the deposit.
To share the portfolio, click Share Portfolio on the right-hand side of the dashboard page. Then, generate and copy the link. This link is read only and allows team members to view investing positions and returns. Teams must collaborate and invest through the original account only.
This link should be shared with team members and emailed to the Competition Leadership Team no later than EOD Feb 7th, 2025. Please email your link to Brennan at brennan.gibson@edu.sait.ca.
TMX Quick Start Guides
These PDFs offer some guidance on how to use TMX if you are stuck or are looking for new ways to invest.
Code of Conduct
All participants are expected to adhere to ethical standards and engage in fair play. Any suspicious activities may be subject to investigation by the organizers. These rules and parameters are designed to ensure a fair and competitive environment while providing an opportunity for participants to showcase their skills and knowledge in the simulated trading world.
Additional Resources
Here are some resources you can use to analyze investments and gain market information.
Investing.com
Investing.com is a comprehensive financial website offering real-time quotes, financial news, analysis, and tools for investors and traders worldwide. With a user-friendly interface, it provides market data on stocks, commodities, currencies, bonds, and cryptocurrencies, empowering users to make informed investment decisions.
Visit Investing.comTrading View
TradingView is an advanced financial platform designed for traders and investors, offering interactive charts, technical analysis tools, and a vibrant community of users. With features like customizable indicators, drawing tools, and real-time data from global markets, TradingView enables users to conduct in-depth market analysis and execute trades across various asset classes efficiently.
Visit Trading ViewYahoo Finance
Yahoo Finance is a leading financial platform providing users with comprehensive stock market data, news, analysis, and tools. Offering real-time quotes, customizable watchlists, and in-depth company profiles, Yahoo Finance serves as a valuable resource for investors seeking to stay informed and make informed decisions in the dynamic world of finance.
Visit Yahoo FinanceMorningstar
Morningstar is a renowned financial services company known for its investment research and analysis. Their platform offers in-depth data, analysis, and ratings on stocks, mutual funds, ETFs, and more, empowering investors with valuable insights to make informed decisions about their portfolios. With a reputation for unbiased and transparent analysis, Morningstar is a trusted resource for investors worldwide.
Visit MorningstarFinviz
Finviz is a powerful stock market research platform offering a wide array of tools and data visualization features. With real-time quotes, interactive charts, and customizable screening criteria, Finviz enables investors and traders to efficiently identify potential trading opportunities and make informed decisions in the financial markets.
Visit FinvizBloomberg
Bloomberg Canada provides comprehensive financial news, data, and analysis tailored specifically for the Canadian market. With a focus on business, finance, and economic insights, Bloomberg Canada offers Canadian investors, businesses, and professionals access to timely and accurate information crucial for informed decision-making in the local and global financial landscape.
Visit BloombergCanadian Insider
Canadian Insider is a premier source of insider trading data and analytics for Canadian publicly traded companies. Offering timely information on insider transactions, ownership changes, and insider sentiment, Canadian Insider provides investors with valuable insights into the actions of company insiders, aiding in investment decision-making and market analysis.
Visit Canadian InsiderIf you have any questions or need clarification on any aspect of the 2025 SFSIC, please feel free to reach out to the competition organizers. Good luck to all participating teams!
