The School: De Lucy Primary School

Students at De Lucy Primary have been developing enterprise skills such as Aiming High and Working in a Team since September 2015. Earlier this year, Years 5 and 6 became computer game designers, and Years 1 to 4 became police detectives as they put those enterprise skills into practice on their Challenge Day. Today, Year 4 students were looking to further develop their Staying Positive and Problem Solving skills with help from the employees at First State Investments.

The Business: First State Investments, London

First State Investments is a global asset management business with experience across a range of asset classes and specialist investment sectors. They manage investments on behalf of institutional investors and pension funds, wholesale distributors and platforms, financial advisers and their clients. They employ teams of investors who are specialists in their respective fields and set their own investment style. They have offices in London, Edinburgh, Paris, Frankfurt, Hong Kong, Singapore, Tokyo, Jakarta, New York, Sydney, Melbourne, Auckland, Beijing and Shenzhen.

The Challenge: Trading Triumphs

Volunteers joined the students’ teams to work for a client, investing their money in a fast-paced trading challenge. The teams did their very best with the clients’ money, listening to changes occurring on the “stock market” and reacting effectively. They had to factor in the global element of trading on the stock market, and use a range of skills to gather important information and make key decisions at various points throughout the day.

The Results:

Students interviewed various volunteers from First State Investments to learn about what they do day to day before embarking on a tour of the offices, including a visit to the Chief Executive’s office. After that they worked in their teams to secure the best investments in a fast paced challenge, before presenting the financial return they had made to a panel of judges from First State Investments.

What they said:

  • “Engaging and interactive session that was thoroughly enjoyed by all pupils!” – Teacher, De Lucy Primary
  • “They were really good at supporting each other, no one was left out.” – Volunteer, First State Investments
  • “Today we solved problems by taking turns and agreeing with each other. We stayed positive and tried to make a profit for Dr Taylor.” – Student, De Lucy Primary

Thanks to First State Investments for such a great trip day, and to Year 4 from De Lucy Primary for coming along.

Enabling Enterprise are working in partnership with schools and businesses to support students to build enterprise skills and aspirations. Find out more by contacting us or visiting

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