Annual Investment Committee
Annual Investment Committee
Embedded Files
Asia’s First In-Person Gamified Financial Learning Club for Kids & Teens
The Continuous Learning and Investment Committee programs both offer ongoing financial education for 12 months, but they serve different purposes and levels of readiness. Continuous Learning is designed for Level 1 and Level 2 graduates seeking experience, reinforcement, and practical learning through monthly financial lessons and hands-on board games. It builds confidence, understanding, and foundational decision-making skills in a safe, guided environment.
In contrast, the Investment Committee program is the Mastery Path for serious young investors ready to manage real money. Junior Portfolio Managers meet monthly to analyze, present, and defend their portfolios under the guidance of a Senior Portfolio Manager. Investment Committee develops advanced analytical skills, accountability, and long-term strategic thinking, transforming learners into disciplined, confident, and skilled money managers prepared for real-world investing challenges.
Investment Committee
For JPM Graduates
Investment Committee (12 Months)
Investment Committee (12 Months)
The Investment Committee (IC) is a Mastery Path program designed exclusively for Junior Portfolio Managers (JPM) ready to manage real money with guidance from experienced mentors. Meetings are held every first Saturday of the month for 1.5 hours per session, including a 30-minute market recap and 60 minutes of portfolio review and defense. JPMs present their portfolio performance, explain their investment decisions, and receive feedback and recommendations from a Senior Portfolio Manager on whether to hold or rebalance. Over 12 months, participants deepen analytical thinking, risk assessment, and long-term strategy skills, transforming young investors into disciplined, confident money managers prepared to make real-world financial decisions.
Monthly Structure (Months 1–12)
Monthly Structure (Months 1–12)
Month 1: Global & local market summary → JPM presents portfolios; review asset allocation → Set baseline performance; introduce IC process
Month 2: Market trends, sector highlights → JPM updates portfolios; justify positions → Reinforce analytical thinking & strategy
Month 3: Dividend & passive income focus → JPM defends investment choices; Senior PM recommends action → Encourage critical evaluation & risk assessment
Month 4: Macro updates, market sentiment, economic news → Portfolio review & adjustments → Track progress; apply feedback
Month 5: Market trends & sector analysis → Portfolio defense & Senior PM recommendation → Encourage peer discussion & debate
Month 6: Mid-year market recap, key events → Portfolio review; consider rebalance vs hold → Emphasize portfolio strategy & long-term thinking
Month 7: Stock, REITs, alternative investments summary → Portfolio defense & adjustments → Advanced risk/reward discussion
Month 8: Market updates & sector focus → JPM presents portfolio; Senior PM feedback → Reinforce strategic thinking & decision-making
Month 9: Economic indicators & market outlook → Portfolio review & recommendation → Prepare for Q4 adjustments and goal alignment
Month 10: Market recap & end-of-year forecast → JPM defends portfolio; Senior PM advises → Encourage long-term perspective & reflection
Month 11: Earnings, trends, dividend changes → Portfolio defense & Senior PM recommendation → Prepare final quarterly review
Month 12: Year-end market summary & next year outlook → Portfolio review & defense; Senior PM gives final recommendations → Annual assessment; celebrate learning milestones
Page updated
Google Sites
Report abuse