InvestriX: The Strategic Asset Challenge

InvestriX: The Strategic Asset Challenge is a dynamic, multi-round competition

where participants demonstrate their strategic, analytical, and financial skills to
build a high-performing asset portfolio. With a mix of bidding, portfolio
management, and strategic presentations, this event provides an opportunity to
showcase critical thinking and decision-making skills in a simulated market
environment.

Event Rounds

Round 1: Insight Arena

 Format: A 30-minute online/offline quiz

 Purpose: To filter out teams based on financial literacy, market awareness,

and analytical skills.

 Structure:

o 25 multiple-choice questions (MCQs) on topics including financial

basics, stock market trends, business acumen, and economic
principles.

o Each question is timed to keep the competition intense and test rapid
decision-making.

o Only the top 10-15 teams will move forward to Round 2 based on
their scores.

 Objective: Identify the teams with a strong foundation in finance and

economics, who are quick and accurate with their answers.

Participants: any

Top 6 participants advance to Round 2 based on their analytical assessments.

Round 2: Asset Arena – The Competitive Bidding Round

In Asset Arena, participants use virtual currency to bid on different assets. Each
team aims to construct a balanced portfolio with assets from various sectors. A
budget constraint pushes participants to make strategic choices in bidding wars,
leading to competitive rounds.
  Format: A live bidding round

 Purpose: To simulate the experience of asset acquisition and bidding under

budget constraints, similar to a stock or asset auction.

 Structure:

o Each team receives a virtual budget (e.g., 1 million virtual currency

units).

o An auctioneer presents a variety of assets (e.g., companies, stocks,

patents, real estate) with varying risk profiles, costs, and potential
returns.

o Teams bid strategically, aiming to balance expenditure with the

quality and diversity of assets acquired.

o Assets might include businesses in various sectors, resources, tech

patents, etc., each with details on profitability, risks, and market
conditions.

 Scoring Criteria:

o Teams are evaluated on the quality and value of their assets.

o Points are awarded based on successful acquisitions, asset

diversification, and prudent budget management.

Participants: 6

Assets include Real Estate, Stocks, Bonds, Technology, and Renewable Energy
among others.

Round 3: Vision Nexus – Strategic Presentation Round

In Vision Nexus, the final participants present their portfolio strategies to a panel of
judges. They must defend their portfolio selections, discuss expected returns, and
explain how they will handle market challenges. Presentations should cover risk
management, growth strategies, and unique market positioning.

 Format: Presentation-based round

 Purpose: To test teams’ strategic thinking, business planning, and ability to

make the most of their acquired assets.
  Structure:

o Each team creates a business strategy or market plan based on the

assets acquired in the round 2.

o Teams are presented with different market scenarios or challenges

(e.g., a financial crisis, an emerging market opportunity, regulatory
change).

o Teams must devise a comprehensive plan, addressing factors such as

resource allocation, risk mitigation, growth strategy, and market
positioning.

o Each team presents their strategy in a 10-minute pitch to a panel of

judges.

 Judging Criteria:

o Creativity and practicality of the strategy

o Use and integration of assets

o Risk management and growth potential

o Presentation and communication skills

o Response to judges' Q&A

Participants: 4

Winner is decided based on clarity, depth, and viability of the presentation and
strategy.

Demo Script for Each Round

Round 1:

1. Objective: Filter teams with strong financial knowledge and quick decision-
making skills.

2. Format: A 30-minute quiz round with multiple-choice questions covering:

o Financial literacy

o Market trends
 o Basic economics

o Strategic analysis

3. Example Questions:

o "Which of the following economic indicators is a measure of inflation?"

 A) GDP Growth Rate

 B) Consumer Price Index (CPI)

 C) Interest Rate

 D) Unemployment Rate

o "If a company’s stock price increases by 15% in a bull market, what type
of investor is most likely to benefit?"

 A) Bearish investor

 B) Value investor

 C) Growth investor

 D) Dividend investors

4. Advancement: The top-scoring teams will advance to the next round,

Round 2:

Objective

Teams compete to build the most valuable and balanced portfolio within a set
virtual budget by strategically bidding on various assets across different sectors.

Setup and Budget

 Participants: 6 teams

 Virtual Budget: Each team starts with 1,000,000 virtual currency units

 Assets: A curated list of 12 unique assets across four sectors (Technology,

Healthcare, Real Estate, and Sustainability)
  Auction Format: Live auction conducted in rounds, with each asset
presented one at a time

Assets Available for Bidding

1. Technology Sector

1. TechWave Solutions

o Starting Bid: 200,000 units

o Description: AI and data analytics firm with high growth potential.

o Potential ROI: 18%

o Risk Level: High

2. FinTech Corp

o Starting Bid: 150,000 units

o Description: Digital banking platform experiencing steady growth.

o Potential ROI: 12%

o Risk Level: Medium

2. Healthcare Sector

3. MediCore Pharmaceuticals

o Starting Bid: 300,000 units

o Description: Pharma company with a breakthrough drug nearing

FDA approval.

o Potential ROI: 25%

o Risk Level: High

4. HealthPlus Clinics

o Starting Bid: 180,000 units

o Description: Network of health and wellness clinics with solid

market presence.

o Potential ROI: 8%
 o Risk Level: Low

3. Real Estate Sector

5. Skyline Apartments

o Starting Bid: 250,000 units

o Description: High-rise residential building in a rapidly growing urban

area.

o Potential ROI: 10%

o Risk Level: Medium

6. Green Acres

o Starting Bid: 180,000 units

o Description: Agricultural land with potential for commercial

development.

o Potential ROI: 15%

o Risk Level: Medium

4. Sustainability Sector

7. EcoEnergy Ltd.

o Starting Bid: 150,000 units

o Description: Sustainable energy provider with government subsidies.

o Potential ROI: 12%

o Risk Level: Medium

8. GreenTech Innovations

o Starting Bid: 220,000 units

o Description: Company specializing in green technologies and

renewable resources.

o Potential ROI: 17%

o Risk Level: High

5. Bonus Items

9. Market Research Subscription

o Fixed Price: 50,000 units

o Benefit: 5% insight boost in Round 3 scoring

10. Strategic Partnership Opportunity

o Fixed Price: 100,000 units

o Benefit: Exclusive access to mentorship from industry experts

Auction Mechanics

1. Auctioneer Introduction

o The organizer (auctioneer) introduces each asset with its details,

emphasizing potential ROI and risk levels.

o Teams have 30 seconds to review each asset before bidding starts.

2. Bidding Process

o Teams signal their bids by raising virtual hands or using a bidding

interface.

o The auctioneer acknowledges bids in real-time, incrementing bids by

predefined amounts (e.g., 10,000 units).

o Bidding continues until no higher bids are made within a set

timeframe (e.g., 1 minute).

3. Winning the Bid

o The highest bidder secures the asset, and the bid amount is deducted
from their virtual budget.

o Teams must manage their budget carefully to avoid overspending

early on, leaving insufficient funds for valuable assets later.

4. Proceeding Through Assets

o The auction continues sequentially through all listed assets.

 o Teams can choose to pass on assets if they assess the risk-reward
ratio as unfavorable.

5. End of Auction

o After all assets are auctioned, teams finalize their portfolios.

o Portfolios are evaluated based on total potential ROI, diversification

across sectors, and balanced risk levels.

Example Bidding Scenario with 6 Teams

Initial Budgets

 Team Alpha: 1,000,000 units

 Team Bravo: 1,000,000 units

 Team Charlie: 1,000,000 units

 Team Delta: 1,000,000 units

 Team Echo: 1,000,000 units

 Team Foxtrot: 1,000,000 units

Auction Progression

1. TechWave Solutions (200,000 units)

o Bidding Action:

 Team Alpha bids 200,000 units.

 Team Bravo bids 220,000 units.

 Team Charlie bids 240,000 units.

 No further bids; Team Charlie wins TechWave Solutions for

240,000 units.

o Updated Budgets:

 Team Charlie: 760,000 units

2. FinTech Corp (150,000 units)

o Bidding Action:
  Team Bravo bids 150,000 units.

 Team Delta bids 160,000 units.

 Team Echo bids 170,000 units.

 Team Foxtrot bids 180,000 units.

 Team Delta re-bids to 190,000 units.

 Team Echo re-bids to 200,000 units.

 Team Delta wins FinTech Corp at 210,000 units.

o Updated Budgets:

 Team Delta: 790,000 units

3. MediCore Pharmaceuticals (300,000 units)

o Bidding Action:

 Team Bravo bids 300,000 units.

 Team Charlie bids 310,000 units.

 Team Bravo re-bids to 320,000 units.

 Team Charlie bids 330,000 units.

 No further bids; Team Charlie wins MediCore Pharmaceuticals

for 330,000 units.

o Updated Budgets:

 Team Charlie: 430,000 units

4. HealthPlus Clinics (180,000 units)

o Bidding Action:

 Team Alpha bids 180,000 units.

 Team Echo bids 190,000 units.

 Team Alpha re-bids to 200,000 units.

 Team Echo wins HealthPlus Clinics at 200,000 units.

 o Updated Budgets:

 Team Echo: 800,000 units

5. Skyline Apartments (250,000 units)

o Bidding Action:

 Team Bravo bids 250,000 units.

 Team Delta bids 260,000 units.

 Team Bravo re-bids to 270,000 units.

 Team Delta bids 280,000 units.

 Team Bravo re-bids to 290,000 units.

 Team Delta wins Skyline Apartments at 290,000 units.

o Updated Budgets:

 Team Delta: 500,000 units

6. Green Acres (180,000 units)

o Bidding Action:

 Team Foxtrot bids 180,000 units.

 Team Charlie bids 190,000 units.

 Team Foxtrot re-bids to 200,000 units.

 Team Charlie re-bids to 210,000 units.

 Team Foxtrot re-bids to 220,000 units.

 Team Charlie wins Green Acres at 220,000 units.

o Updated Budgets:

 Team Charlie: 210,000 units

7. EcoEnergy Ltd. (150,000 units)

o Bidding Action:

 Team Alpha bids 150,000 units.

  Team Bravo bids 160,000 units.

 Team Echo bids 170,000 units.

 Team Foxtrot bids 180,000 units.

 Team Bravo re-bids to 190,000 units.

 Team Echo re-bids to 200,000 units.

 Team Bravo wins EcoEnergy Ltd. at 200,000 units.

o Updated Budgets:

 Team Bravo: 590,000 units

8. GreenTech Innovations (220,000 units)

o Bidding Action:

 Team Bravo bids 220,000 units.

 Team Echo bids 230,000 units.

 Team Bravo re-bids to 240,000 units.

 Team Echo re-bids to 250,000 units.

 No further bids; Team Echo wins GreenTech Innovations for

250,000 units.

o Updated Budgets:

 Team Echo: 550,000 units

9. Market Research Subscription (50,000 units)

o Bidding Action:

 Teams can opt to purchase for strategic advantage.

 Team Alpha bids 50,000 units.

 Team Bravo bids 50,000 units.

 Team Alpha wins Market Research Subscription for 50,000

units.
 o Updated Budgets:

 Team Alpha: 750,000 units

10. Strategic Partnership Opportunity (100,000 units)

o Bidding Action:

 Team Delta bids 100,000 units.

 Team Echo bids 100,000 units.

 Team Delta wins Strategic Partnership Opportunity for

100,000 units.

o Updated Budgets:

 Team Delta: 400,000 units

Final Portfolios

After all assets are auctioned, each team's portfolio might look like this:

 Team Alpha:

o Assets: Market Research Subscription

o Remaining Budget: 750,000 units

 Team Bravo:

o Assets: FinTech Corp (210,000 units), EcoEnergy Ltd. (200,000 units),

GreenTech Innovations (220,000 units)

o Remaining Budget: 590,000 - 220,000 (GreenTech) = 370,000 units

 Team Charlie:

o Assets: TechWave Solutions (240,000 units), MediCore

Pharmaceuticals (330,000 units), Green Acres (220,000 units)

o Remaining Budget: 210,000 units

 Team Delta:

o Assets: FinTech Corp (210,000 units), Skyline Apartments (290,000

units), Strategic Partnership Opportunity (100,000 units)
 o Remaining Budget: 400,000 units

 Team Echo:

o Assets: HealthPlus Clinics (200,000 units), GreenTech Innovations

(250,000 units)

o Remaining Budget: 550,000 - 250,000 = 300,000 units

 Team Foxtrot:

o Assets: Green Acres (220,000 units)

o Remaining Budget: 780,000 units

Portfolio Evaluation Criteria

1. Total Potential ROI: Sum of the potential returns from all acquired assets.

2. Diversification: Spread of investments across different sectors to mitigate

risks.

3. Risk Balance: Combination of high, medium, and low-risk assets to ensure

stability and growth.

4. Strategic Advantages: Acquisition of bonus items like Market Research or

Strategic Partnerships.

Sample Portfolio Analysis

 Team Bravo:

o Total Investment: 210,000 + 200,000 + 220,000 = 630,000 units

o Total Potential ROI: (12% + 12% + 17%) = 41%

o Diversification: Investments in FinTech (Technology), EcoEnergy

(Sustainability), and GreenTech (Sustainability)

o Risk Balance: 2 medium-risk, 1 high-risk

 Team Charlie:

o Total Investment: 240,000 + 330,000 + 220,000 = 790,000 units

o Total Potential ROI: (18% + 25% + 15%) = 58%

 o Diversification: Technology, Healthcare, Real Estate

o Risk Balance: 2 high-risk, 1 medium-risk

 Team Delta:

o Total Investment: 210,000 + 290,000 + 100,000 = 600,000 units

o Total Potential ROI: (12% + 10% + N/A) = 22%

o Diversification: Technology, Real Estate, Strategic Partnership

o Risk Balance: 1 medium-risk, Strategic Advantage

Round 3:

Objective

Teams utilize their acquired assets from round 2 to develop and present a
comprehensive business strategy addressing real-world market scenarios and
challenges.

Setup

 Participants: Top 4 teams based on Round 2 portfolio evaluation

 Assets Provided: Each team’s acquired assets

 Scenario: A sudden economic downturn impacting all sectors, requiring

teams to adapt their strategies for sustainability and growth over the next 3
years.

Scenario Details

 Economic Conditions:

o Recession causes decreased consumer spending.

o Increased regulatory scrutiny in all sectors.

o Supply chain disruptions affecting production and distribution.

o Shifts in consumer preferences towards sustainable and essential

products.

Guidelines for Strategy Development

 1. Resource Allocation:

o Decide how to best utilize financial and asset-based resources.

o Reallocate budgets if necessary to prioritize critical assets.

2. Risk Management:

o Develop strategies to mitigate the impact of the economic downturn.

o Implement contingency plans for high-risk assets.

3. Growth Strategy:

o Identify opportunities for expansion or pivoting within current assets.

o Leverage strategic advantages (e.g., Market Research Subscription,

Strategic Partnerships).

4. Innovation and Adaptation:

o Introduce innovative solutions to meet changing market demands.

o Adapt business models to enhance resilience.

5. Financial Projections:

o Provide realistic projections for revenue, expenses, and ROI.

o Highlight how strategies will ensure profitability despite economic

challenges.

Presentation Structure

 Introduction: Brief overview of the team’s portfolio and initial strategy.

 Analysis: Assessment of the current economic scenario and its impact on

assets.

 Strategic Plan:

o Detailed action plan addressing resource allocation, risk management,

and growth strategies.

o Explanation of how each asset will be utilized within the strategy.

  Financial Projections: Data-driven forecasts demonstrating expected
outcomes.

 Conclusion: Summary of key strategies and their expected impact.

 Q&A: Respond to judges’ questions to clarify and defend strategic choices.

Example Strategies

1. Team Charlie

 Assets: TechWave Solutions, MediCore Pharmaceuticals, Green Acres

 Strategy: Integrated Health-Tech Expansion

o Resource Allocation: Invest heavily in TechWave Solutions to

enhance AI capabilities for MediCore’s drug development.

o Risk Management: Diversify Green Acres into sustainable agriculture

to offset high risks from MediCore’s FDA approval dependency.

o Growth Strategy: Develop AI-driven health solutions to streamline

drug approval processes and expand market reach.

o Innovation: Introduce telemedicine services leveraging AI for remote

diagnostics and patient monitoring.

o Financial Projections: Expect a 35% increase in ROI by optimizing

drug development and expanding into new health markets.

2. Team Bravo

 Assets: FinTech Corp, EcoEnergy Ltd., GreenTech Innovations

 Strategy: Sustainable FinTech Integration

o Resource Allocation: Strengthen FinTech’s digital banking platforms

with sustainable investment products from EcoEnergy and
GreenTech.

o Risk Management: Hedge investments in high-risk GreenTech

Innovations with stable returns from EcoEnergy’s government
subsidies.

o Growth Strategy: Launch green financial products targeting

environmentally conscious consumers and businesses.
 o Innovation: Utilize Market Research Subscription to identify
emerging trends in sustainable finance and tailor products
accordingly.

o Financial Projections: Anticipate a 30% ROI through diversified

sustainable investments and expanded customer base.

3. Team Delta

 Assets: FinTech Corp, Skyline Apartments, Strategic Partnership Opportunity

 Strategy: Smart Real Estate FinTech Synergy

o Resource Allocation: Integrate FinTech solutions into Skyline

Apartments for smart home technologies and digital payment
systems.

o Risk Management: Utilize Strategic Partnership to secure

mentorship and navigate regulatory challenges in both sectors.

o Growth Strategy: Develop a seamless living experience by combining

real estate with digital financial services, attracting tech-savvy
tenants.

o Innovation: Implement blockchain for secure transactions and smart

contracts within Skyline Apartments’ operations.

o Financial Projections: Project a 25% ROI by enhancing property

value and tenant satisfaction through integrated FinTech solutions.

4. Team Echo

 Assets: HealthPlus Clinics, GreenTech Innovations

 Strategy: Health and Sustainability Fusion

o Resource Allocation: Invest in GreenTech Innovations to develop

sustainable healthcare solutions within HealthPlus Clinics.

o Risk Management: Balance high-risk GreenTech with the stable

revenue from HealthPlus Clinics.

o Growth Strategy: Introduce eco-friendly practices and sustainable

technologies in clinics to reduce operational costs and attract
environmentally conscious patients.
 o Innovation: Leverage GreenTech’s technologies to enhance clinic
services, such as energy-efficient facilities and waste reduction
systems.

o Financial Projections: Expect a 20% ROI by lowering costs and

expanding patient base through sustainable healthcare initiatives.

Judging Criteria

1. Creativity and Innovation (25%)

o Originality of strategies and innovative use of assets.

2. Strategic Alignment (20%)

o Cohesiveness and logical integration of assets within the strategy.

3. Risk Management (20%)

o Effectiveness of strategies to mitigate risks posed by the economic

downturn.

4. Financial Insight (15%)

o Realism and accuracy of financial projections and ROI estimations.

5. Presentation Skills (10%)

o Clarity, persuasiveness, and professionalism in delivering the

strategy.

6. Response to Q&A (10%)

o Ability to effectively address judges’ questions and defend strategic

choices.

Sample Presentation Flow

Team Charlie’s Presentation Highlights

1. Introduction:

o "Good morning, we are Team Charlie. Our portfolio includes

TechWave Solutions, MediCore Pharmaceuticals, and Green Acres. We
present our Integrated Health-Tech Expansion strategy to navigate
the current economic downturn."
2. Analysis:

o "The recession has heightened the need for efficient healthcare

solutions. MediCore’s pending drug approval presents a high-risk,
high-reward scenario. Green Acres offers a stable investment to
balance this risk."

3. Strategic Plan:

o Tech Integration: "We will enhance TechWave’s AI capabilities to

streamline MediCore’s drug development, reducing time and costs."

o Sustainable Diversification: "Green Acres will be transformed into a

sustainable agricultural venture, providing a steady income stream."

o Innovation: "Launching telemedicine services powered by AI to

expand our market reach and provide cost-effective healthcare
solutions."

4. Financial Projections:

o "By optimizing drug development and expanding into telemedicine,

we project a 35% ROI over the next three years, balancing high-risk
investments with stable returns."

5. Conclusion:

o "Our strategy leverages the strengths of our assets to create a resilient

and growth-oriented business model, ensuring sustainability and
profitability despite economic challenges."

6. Q&A:

o Judges may ask about specific risk mitigation tactics or how exactly AI
will enhance MediCore’s processes. Team Charlie responds with
detailed examples and contingency plans.