CIRM COMPETITION
Knowledge Through Experience

Operational & Investment
Management Skills
- Regulatory Compliance
- Accounting Software
- Trading & Settlement
- Custody
- Sales & Marketing
- Client Servicing
- Investment Strategy Design
- Performance Measurement
Investment Committee
Selects Finalists Teams
- Investment Strategy Design
- Deep-industry Knowledge
- Operational Competence
- Investment Proposals
- Fiduciary Responsibility
- Portfolio Manager Presentations
- Advanced Common Stock Portfolio Analysis
Finalist Teams Manage
"Live Money"
- Real Portfolio Management
- Investment Performance
- Trading & Settlement
- Client Servicing
- Client Reporting

