How to Trade
How-to: Company Pages
How to: Discovery
How-to: Portfolio Holdings
How to: Activity
How to: Leaderboard
How to: Performance
How to: Challenges
Portfolio Management 101
What is a Stock?
How to Choose a Stock
Active Trading vs Portfolio Management
How to start testing multiple strategies
What is Portfolio Management Strategy?
What is Diversification?
What is the Diversification Score?
How to Build a Basic ETF Portfolio
What are asset-classes?
What is Industry Exposure?
What is Geopolitical Exposure?
How to read impact on diversification
What is an ETF?
How to Choose ETFs
What is short selling?
What is a Bond?
What is an Option?
What is the Combined Score?
What is the Engagement Score?
Sharpe Ratio Challenge
Market Basics Challenge
How do I measure performance?
What portfolio analytics are available?
How do I compare my portfolio to the benchmark?
What is Volatility?
What is Return?
What is Sharpe Ratio?
How to Improve Sharpe Ratio
How do I measure risk?
What are average excess returns?
What is a good Sharpe Ratio?
Credit-Suisse Recruitment Simulation
Preparing for recruitment
How to: use EquitySim to improve your recruitment potential
Showcasing your work on EquitySim
Designing a stand-out resume
Preparing for the S+T interview
STAR Structure for Behavioural Interview Questions
Interview Prep: Tell me about yourself
Interview Prep: Pitch me an Investment Idea
Interview Practice - Partner Exercise
Interview Prep: What to wear
White paper: Simulation-based hiring
Helping Fortune 500's hire diverse talent
Case Study: 2019 Credit-Suisse Results
2022 Credit-Suisse Challenge
2022 Financial Markets Campus Recruitment Insights
- All Categories
- Portfolio Management 101
- Diversification Challenge
Description: By the end of this challenge, candidates should have a general understanding how to use to manage to different asset-type, geopolitical, and industry risks.
Objective: Design a portfolio that achieves a 90+ Diversification score..
80% Diversification score
Resources to Help you Succeed:
We encourage you to seek knowledge and resources outside of this platform. Here are a few articles we wrote to get you started. The below are clickable links: