Fundamentals of the Capital Markets and Securities Industry Simulation

In the simulation, participants will:

• Create a trading entity, define initial strategy, and allocate capital.

• Interpret live news feeds, economic reports, and price charts.

• Place orders across multiple asset classes on a real-time trading platform.

• Monitor positions, exposure, P&L, and risk metrics, adjusting hedges as needed.

• Respond to simulated central bank announcements, geopolitical shocks, and corporate actions.

• Comply with simulated capital requirements, reporting rules, and trading limits.

• Strive to top the leaderboard based on risk-adjusted returns.

• Defend decisions and performance in a final debrief to "senior management" or "clients."

• Explain the mechanics and interactions of key capital market segments.

• Construct and justify a multi-asset investment or trading strategy.

• Execute trades and manage a portfolio using professional risk frameworks.

• Quantify and interpret core market risk measures.

• Analyze how macroeconomic events translate into market price movements.

• Evaluate the trade-off between return, risk, and liquidity.

• Function effectively within a team under time pressure and uncertainty.

• Communicate complex financial decisions and results clearly and concisely.

1. Setup Participants are assigned roles within their firms. They receive initial capital, a rulebook, and access to the trading platform and research terminal.

** 2. Market Sessions** The simulation runs over several rounds, each representing a quarter or a year. Each round includes: pre-market analysis, live trading and mid-session shock.

3. Post-Market Review Teams analyze their P&L, risk reports, and adjust strategy for the next round.

4. Debrief and Assessment The simulation concludes with a performance review. Teams present their strategy, results, and lessons learned, connecting their experience to theoretical concepts.

• Who is this simulation designed for? It is ideal for university finance programs, MBA students, corporate training for banks and asset managers, and anyone seeking practical experience in securities trading and portfolio management.

• Do participants need prior trading experience? No, the simulation includes training materials and is designed with configurable complexity to suit both beginners and those with some financial background.

• What technology is required? Participants only need a standard web browser and an internet connection. No specialized software installation is needed.

• How long does the simulation last? Programs can be tailored, ranging from intensive 1-day workshops to multi-week courses integrated into a semester syllabus.

• Is it competitive? Yes! Teams compete against each other for the highest risk-adjusted returns, creating an engaging and motivating environment that mirrors real-market incentives.

• How does this simulation differ from a stock market game? Unlike simple stock games, this simulation incorporates multiple asset classes, complex derivatives, real-time news impacts, risk management constraints, and regulatory frameworks, offering a much more comprehensive and professional experience.

• Can the simulation be customized for our institution? Absolutely. We can tailor market scenarios, asset classes, regulatory rules, and duration to fit specific course objectives and highlight particular learning outcomes.

• Final Portfolio Value and Absolute Return, Sharpe Ratio, Sortino Ratio, Compliance Score

• Clarity of rationale, adaptation to events, understanding of outcomes.

• Quality of decision-making documentation.

• Peer evaluations and facilitator observations on collaboration, role fulfillment, and contribution to analysis.