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CFA Institute Research Challenge: How it Works
Transcript of CFA Institute Research Challenge: How it Works
New York Region
New York Winner
College of New Jersey
Montclair State University
Asia Pacific Region
Asia Pacific Winner
Los Angeles/Orange County
New York, NY
21-22 February 2013
Kuala Lumpur, Malaysia
20-21 March, 2013
Toronto, Ontario, Canada
10-11 April 2013
12 April 2013
New Jersey Institute of Technology
New York 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.
137 CFA Societies
Global Participation Map
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;
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?
Each team is assigned an investment industry professional – usually a charterholder – who helps students connect academic theory with real-world practice.
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?
The winning team from each local challenge will advance to one of three regional competitions:
The winning team from each regional challenge will advance to the Global Final in mid-April.
One team will be named global champion.
Note that CFA Institute does not administer local level competitions or determine the student or university participation at the local level.