Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
“The stock market is a better economic forecaster than economists.”- Walter Deemer (CMT Association Past President)
“At the bottom, stocks will be cheap and no one will care.”- Bob Farrell (CMT Association Founding President)
“When the train leaves the station, it doesn’t back up to let latecomers on. If it does, there’s something wrong with the train.”- Walter Deemer (CMT Association Past President)
“If you can’t sleep at night, reduce your positions or get out.”- Marty Zweig ( Lifelong Member and Friend of CMT Association)
CMT Association’s Investment Challenge gives CMT Program candidates and students of our Academic Partner Program institutes a platform to learn and apply Technical Analysis like top investment management professionals. You can conduct research, plan investments, and build a successful portfolio over an 8-week period.
If you are new to the world of Technical Analysis, this competition will introduce key concepts to help you compete. If you are already pursuing the CMT qualification, this competition allows you to apply your knowledge in real markets.
Participants’ performance will be made visible to recruiters from the financial services industry, for alpha capture roles.
CMT Association is different. We are the world’s foremost credentialing and advocacy body for technical analysis . We engage with regulators, employers, academic institutions, and media houses worldwide to advance the discipline and its value to the financial services industry . The results of this challenge will also be made visible to recruiters, who could consider top performers for appropriate job opportunities .
Optuma is different. Powerful Charts, robust tools, better dashboard, detailed tracking & reporting leader boards, custom-built for this challenge – make it uniquely focused on the appropriate use of technical analysis. Its founder, Mathew Verdouw, CMT, is, well, a CMT.
In this challenge you will be able to:
Review videos on CMT Discord Server's #knowledge-center channel to learn basic concepts of Technical Analysis. This is especially useful for participants who are new to Technical Analysis to get up to speed for the competition.
Submit your investment ideas with thoughtful investment and risk management rationale. This will be an ongoing activity throughout the period of the competition.
Interact with fellow "Investment Challengers" and CMT Mentors on Discord and social media with posts related to your investment ideas as well as your Technical Analysis journey during the competition.
All communication and networking will happen only in the dedicated Investment Challenge section on Discord.
Log in to Discord, Enable Access and Review Learning Videos
Submission and tracking of Investment Ideas
Declaration of Winners
Best Overall Portfolio:
This is the top prize for the competition
Maximum risk-adjusted return during the period across all the closed investment ideas submitted.
Highest Absolute Return:
Highest absolute return over the competition period.
Lowest Max Drawdown:
Lowest Max DrawDown over the entire competition period.
Highest Number of Valid Trades:
Maximum number of valid and qualified closed trades.
Single Most Profitable Trade:
Highest return in any one closed trade.
Discord is a popular group-chatting app, available for Mac, PC, iPhone, and Android devices. All announcement, discussions, FAQs will happen here. If you are not already on Discord You can download the Desktop and Mobile versions of Discord and Install them. Desktop/laptop apps work the best. It is advisable to create a Discord login before you register for the Investment Challenge on cmtic.optuma.com
For all questions you have with regards to the Investment Challenge, you can:
Head: Asia Pacific, CMT Association
Managing Director: Global Business Development, CMT Association
Head: Partnerships, CMT Association
Product Manager: Optuma