CFA Institute Research Challenge

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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 undergrad 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[]

Year Global Final Champion 1st place, gold medalist(s) Americas Regional Final Champion 2nd place, silver medalist(s) Asia Pacific Regional Final Champion 2nd place, silver medalist(s) EMEA Regional Final Champion 2nd place, silver medalist(s)
2007 United States Babson College United States Babson College/United States Rice University/United States Seton Hall University Hong Kong Chinese University of Hong Kong N/A
2008 Hong Kong Hong Kong Baptist University United States University of Houston/Canada University of New Brunswick Hong Kong Hong Kong Baptist University Spain Charles III University of Madrid
2009 Singapore Nanyang Technological University United States Yale University/Brazil Fundação Getulio Vargas Singapore Nanyang Technological University Republic of Ireland University College Cork
2010 Philippines University of the Philippines Diliman United States Brigham Young University/United States Fordham University Philippines University of the Philippines Diliman South Africa University of Cape Town
2011 Italy Politecnico di Milano United States University of Southern California/United States Rutgers University Thailand Thammasat University Italy Politecnico di Milano
2012 Thailand Thammasat University United States Illinois Institute of Technology/United States Rutgers University Thailand Thammasat University Sweden Stockholm School of Economics
2013 Poland Wroclaw University of Economics United States University of Nevada, Las Vegas/United States Fordham University India Narsee Monjee Institute of Management Studies Poland Wroclaw University of Economics
2014 Philippines University of the Philippines Diliman United States University of Missouri Philippines University of the Philippines Diliman Italy Politecnico di Milano
2015 United States Canisius College United States Canisius College/United States University of Florida Philippines Ateneo de Manila University Ukraine Kyiv National Economic University
2016 Canada University of Waterloo Canada University of Waterloo/United States University of Georgia Philippines Ateneo de Manila University Italy Politecnico di Milano
2017 Dominican Republic Dominican Republic /United States Seton Hall University Singapore Singapore Management University Norway BI Norwegian Business School
2018 Switzerland University of Lausanne United States Jacksonville University/United States University of Minnesota Duluth Malaysia Sunway University Switzerland University of Lausanne/Norway BI Norwegian Business School
2019 Philippines Ateneo de Manila University United States Canisius College/Mexico Instituto Tecnológico Autónomo de México Philippines Ateneo de Manila University Russia Moscow State University /Switzerland University of Lausanne
2020 Australia University of Sydney United States Seton Hall University/Brazil Universidade de São Paulo Australia University of Sydney Switzerland University of Lausanne/Norway BI Norwegian Business School
2021 Norway BI Norwegian Business School Canada University of Waterloo/United States Appalachian State University Australia University of Sydney Norway BI Norwegian Business School/GermanyWHU – Otto Beisheim School of Management
  • Americas Region Final Champions include New York Regional Final Champions (defunct category after 2013).[15]

Ranking[]

Winning Teams
Rank Country 1st place, gold medalist(s) Global Champion 2nd place, silver medalist(s) Regional Finalist
1  Philippines 3 5
2  United States 2 15
3  Norway 1 4
4  Canada
 Italy
  Switzerland 		1 3
5  Australia
 Hong Kong
 Singapore
 Thailand 		1 2
6  Dominican Republic
 Poland 		1 1
7  Brazil 0 2
8  Germany
 India
 Ireland
 Malaysia
 Mexico
 Russia
 South Africa
 Spain
 Sweden
 Ukraine 		0 1

See also[]

References[]

  1. ^ Barber, Joel. "Intercollegiate Case CompetitionsThe CFA Institute Research Challenge". FIU Business. Florida International University. Retrieved 4 August 2019.
  2. ^ "Waterloo Students Demonstrate Financial Savviness at CFA Institute Research Challenge Local Competition". Markets Insider. Insider Inc. 21 February 2018. Retrieved 4 August 2019.
  3. ^ "Millsaps business students take top honors at challenge". The Northside Sun. Retrieved 7 July 2019.
  4. ^ "Bloomberg for Education and CFA Institute Launch CFAPRO Database". Markets Insider. Bloomberg. Retrieved 7 July 2019.
  5. ^ Comtois, James (April 2, 2018). "CFA Institute crowns 2 teams at its Americas regional". Pionline.com. Crain Communications. Retrieved 7 July 2019.
  6. ^ "How CFA Research Challenge Preps Next Generation of Financial Analysts". Bloomberg. Bell Media. 24 April 2018. Retrieved 4 August 2019.
  7. ^ "Research Challenge". CFA Institute. CFA Institute. Retrieved 6 July 2019.
  8. ^ "Big Challenge, Big Opportunity". CFA Institute. Retrieved 6 July 2019.
  9. ^ "Ateneo students win 2019 CFA Institute Research Challenge Global Finals". Rappler. May 4, 2019. Retrieved 7 July 2019.
  10. ^ Azhar, Nour (October 30, 2017). "CFA Research Challenge: 'Future guardians' off to Seoul". Investment Magazine. Retrieved 7 July 2019.
  11. ^ "Big Challenge, Big Opportunity". CFA Institute. Retrieved 6 July 2019.
  12. ^ "Bloomberg for Education and CFA Institute Launch CFAPRO Database". MarketWatch. MarketWatch, Inc. 30 January 2018. Retrieved 4 August 2019.
  13. ^ "businesswire". PGIM supports career development with CFA Institute Global Research Challenge sponsorship. Business Wire, Inc. Retrieved 14 July 2020.
  14. ^ "CFA Institute Research Challenge Official Rules". CFA Institute. Retrieved 28 November 2019.
  15. ^ "Past Research Challenge Champions". CFA Institute. Retrieved 7 July 2019.

External links[]

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