CFA Institute Research Challenge
The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis.[1][2][3][4][5] Students assume the role of a research analyst and are scored based on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations.[6][7] The competition is split by 3 geographical regions, Asia Pacific, EMEA, and the Americas. Both undergraduate and graduate students are eligible to participate. Teams begin in local competitions, from which winners advance to regional competitions. A final competition held in April identifies the winning team at the global level.[8][9][10]
For 2019, more than 6,100 students from over 1,150 universities from 95 countries participated in the competition.[11][12][13]
Team Compositions
Teams are sponsored by a university located within the area of the local competition in which the team wishes to compete. Each university may field up to two teams of three to five members.[14]
Results
- Americas Region Final Champions include New York Regional Final Champions (defunct category after 2013).[15]
Ranking
Rank | Country | ![]() | ![]() |
---|---|---|---|
1 | ![]() | 3 | 26 |
2 | ![]() | 3 | 6 |
3 | ![]() ![]() | 2 | 5 |
4 | ![]() | 1 | 5 |
5 | ![]() ![]() | 1 | 4 |
6 | ![]() ![]() ![]() | 1 | 2 |
7 | ![]() ![]() | 1 | 1 |
8 | ![]() | 0 | 3 |
9 | ![]() ![]() | 0 | 2 |
10 | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() | 0 | 1 |
See also
References
- ^ Barber, Joel. "Intercollegiate Case CompetitionsThe CFA Institute Research Challenge". FIU Business. Florida International University. Retrieved 4 August 2019.
- ^ "Waterloo Students Demonstrate Financial Savviness at CFA Institute Research Challenge Local Competition". Markets Insider. Insider Inc. 21 February 2018. Retrieved 4 August 2019.
- ^ "Millsaps business students take top honors at challenge". The Northside Sun. Retrieved 7 July 2019.
- ^ "Bloomberg for Education and CFA Institute Launch CFAPRO Database". Markets Insider. Bloomberg. Retrieved 7 July 2019.
- ^ Comtois, James (April 2, 2018). "CFA Institute crowns 2 teams at its Americas regional". Pionline.com. Crain Communications. Retrieved 7 July 2019.
- ^ "How CFA Research Challenge Preps Next Generation of Financial Analysts". Bloomberg. Bell Media. 24 April 2018. Retrieved 4 August 2019.
- ^ "Research Challenge". CFA Institute. CFA Institute. Retrieved 6 July 2019.
- ^ "Big Challenge, Big Opportunity". CFA Institute. Retrieved 6 July 2019.
- ^ "Ateneo students win 2019 CFA Institute Research Challenge Global Finals". Rappler. May 4, 2019. Retrieved 7 July 2019.
- ^ Azhar, Nour (October 30, 2017). "CFA Research Challenge: 'Future guardians' off to Seoul". Investment Magazine. Retrieved 7 July 2019.
- ^ "Big Challenge, Big Opportunity". CFA Institute. Retrieved 6 July 2019.
- ^ "Bloomberg for Education and CFA Institute Launch CFAPRO Database". MarketWatch. MarketWatch, Inc. 30 January 2018. Retrieved 4 August 2019.
- ^ "businesswire". PGIM supports career development with CFA Institute Global Research Challenge sponsorship. Business Wire, Inc. Retrieved 14 July 2020.
- ^ "CFA Institute Research Challenge Official Rules". CFA Institute. Retrieved 28 November 2019.
- ^ "Past Research Challenge Champions". CFA Institute. Retrieved 7 July 2019.
External links
- Official website