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CFA Institute Research Challenge: How it Works

The CFA Institute Research Challenge is a global tournament featuring university students competing in financial research and report writing. This presentation describes how the program works.
by

Brian Stype

on 27 May 2015

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Transcript of CFA Institute Research Challenge: How it Works

2012-2013 Tournament Bracket
New York Region
New York Winner
Baruch College
Binghamton University
College of New Jersey
Cornell University
Dartmouth College
Fairfield University
Fordham University
Hofstra University
Iona College
Montclair State University
EMEA Region
EMEA Winner
Bahrain
Belgium/Netherlands
Czech Republic
Denmark/Sweden
Egypt
Emirates
Finland
France
Germany
Hellenic
Hungary
Ireland
Global Final
Istanbul
Italy
Jordan
Kenya
Lebanon
Poland
Russia
South Africa
Spain
Switzerland
Ukraine
United Kingdom
Asia Pacific Region
Asia Pacific Winner
Beijing
Hong Kong
India
Indonesia
Japan
Korea
Malaysia
Melbourne
New Zealand
Pakistan
Philippines
Shanghai
Singapore
Sri Lanka
Sydney
Taiwan
Thailand
Viet Nam
Americas Region
Argentina/Uruguay
Atlanta/South Carolina
Atlantic Canada
Baltimore/Washington DC
Boston
Brazil
Buffalo/Rochester
Calgary/Edmonton/Winnipeg
Central America
Chicago
Chile
Cincinnati
Cleveland
Colombia
Colorado
Florida
Hawaii
Idaho
Iowa/Nebraska
Kansas City
Los Angeles/Orange County
Louisville
Madison
Memphis
Mexico
Milwaukee
Minnesota
Montreal/Quebec
Nashville
Nevada/Phoenix
North Carolina
Okanagan/Vancouver/Victoria
Peru
Philadelphia
Pittsburgh
Portland
Sacramento/San Francisco
Salt Lake
San Diego
Seattle
Spokane
St. Louis
Texas/Louisiana
Toronto
Virginia
West Michigan
Americas Winner
New York, NY
21-22 February 2013
Kuala Lumpur, Malaysia
20-21 March, 2013
Toronto, Ontario, Canada
10-11 April 2013
London, UK
12 April 2013
London, UK
New Jersey Institute of Technology
New York University
Pace University
Quinnipiac University
Rutgers University
Seton Hall University
St. John's University
University of Albany
Stony Brook University
William Patterson University
The CFA Institute Research Challenge is a worldwide intercollegiate competition that
promotes best practices in equity research.
4000+ Students
850+ Universities
3000+ Volunteers
137 CFA Societies
58 Countries
2015 Statistics
Benefits
Global Participation Map
Contact Us
Website:
www.cfainstitute.org/researchchallenge

Email:
researchchallenge@cfainstitute.org

Social Networking:
Why participate?
What is it?
How do I get involved?
Network of over 15,000 of the world's top business and finance students;
Exposure to investment industry professionals;
Real-world learning experience;
CV/résumé builder;
On site opportunities: keynote speakers, educational sessions, and recruiting sessions .
CFA Institute member societies and volunteers organize each local level competition and invite universities in their geographic region to participate.

A faculty adviser is designated for each participating university; this adviser will help field a team of 3-5 students to represent their university.
How does it work?
Regional
Local
Global
Each team is assigned an investment industry professional – usually a charterholder – who helps students connect academic theory with real-world practice.
Local Level
Each local competition selects a publicly-traded stock for their teams to analyze.

Teams analyze the stock, sometimes meeting face-to-face with company management, and write an initiation of coverage report that includes a buy, sell, or hold recommendation.

At each Local Final competition, teams present and defend their recommendations to a panel of judges.
What do teams do?
Mentorship
For Students...
The winning team from each local challenge will advance to one of three regional competitions:

Asia Pacific
Americas
EMEA
Regional
Local
Global
Regional Level
The winning team from each regional challenge will advance to the Global Final in mid-April.

One team will be named global champion.
Regional
Local
Global
Global Level
Note that CFA Institute does not administer local level competitions or determine the student or university participation at the local level.
Full transcript