Summary
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 edit
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 edit
- Americas Region Final Champions include New York Regional Final Champions (defunct category after 2013).[15]
Ranking edit
| Rank | Country |  Global Champion
|
 Regional Finalist
|
|---|---|---|---|
| 1 |  United States
|
3 | 26 |
| 2 |  Philippines
|
3 | 5 |
| 3 |  Australia
|
2 | 4 |
| 4 |  Italy
|
1 | 5 |
| 5 |  Canada Norway Switzerland
|
1 | 4 |
| 6 |  Hong Kong Singapore Thailand
|
1 | 2 |
| 7 |  Dominican Republic Poland
|
1 | 1 |
| 8 |  Brazil Spain
|
0 | 2 |
| 9 |  Germany India Indonesia Ireland Malaysia Mexico Russia South Africa Sweden Ukraine
|
0 | 1 |
See also edit
References edit
- ^ 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 edit
- Official website