Investing Case Studies

Compound My Interest in 401(k)s

In this Case Study, students will take on the role of a new employee having to select investments for a 401(k) plan. The students will methodically make decisions about how much to invest, how to allocate assets and also how to select funds to execute their investment strategy.

(H)appy Investing

In this Case Study, students take on the role of developers building an investing app to get young people to invest. Their challenge is to simplify the process while also steering novice investors toward making “good” investment decisions.