Treasurer Oaks announces new statewide investment challenge for Utah students

Utah Treasurer Marlo M. Oaks has launched a new statewide investment challenge for Utah students in grades 4-12.

The Utah Treasurer’s Investment Challenge is a 10-week simulation of Wall Street investing on the StockTrak platform. The program provides a framework for Utah students to learn about the U.S. economy and financial markets. During the simulation, teams of 3-5 students invest a hypothetical $100,000 in common stocks and diversified investment funds traded on major exchanges. Teams are ranked based on the ending value of their investment portfolios.

The program, administered by the Office of State Treasurer and the Utah Financial Empowerment Coalition, replaces the Stock Market Game and is funded by donations from community partners. There is no cost to teachers or their schools for students to participate.

Treasurer Oaks said, “When integrated with other curriculum, the simulation helps students understand stock market dynamics, how future revenue and earnings growth expectations drive stock prices, the risks involved in short-term market fluctuations, and other investment concepts.”

The Fall 2023 session runs until November 9. Winning teams will be recognized at an awards banquet in January 2024. An accompanying essay contest will be announced later this fall.

Educators can learn more about the program and register at treasurer.utah.gov/investment-challenge.