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 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 be 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
YearGlobal Final Champion Americas Regional Final Champion Asia Pacific Regional Final Champion EMEA Regional Final Champion
2007 Babson College Babson College/ Rice University/ Seton Hall University Chinese University of Hong KongN/A
2008 Hong Kong Baptist University University of Houston/ University of New Brunswick Hong Kong Baptist University Charles III University of Madrid
2009 Nanyang Technological University Yale University/ Fundação Getulio Vargas Nanyang Technological University University College Cork
2010 University of the Philippines Diliman Brigham Young University/ Fordham University University of the Philippines Diliman University of Cape Town
2011 Politecnico di Milano University of Southern California/ Rutgers University Thammasat University Politecnico di Milano
2012 Thammasat University Illinois Institute of Technology/ Rutgers University Thammasat University Stockholm School of Economics
2013 Wroclaw University of Economics University of Nevada, Las Vegas/ Fordham University Narsee Monjee Institute of Management Studies Wroclaw University of Economics
2014 University of the Philippines Diliman University of Missouri University of the Philippines Diliman Politecnico di Milano
2015 Canisius College Canisius College/ University of Florida Ateneo de Manila University Kyiv National Economic University
2016 University of Waterloo University of Waterloo/ University of Georgia Ateneo de Manila University Politecnico di Milano
2017 Barna Business School Barna Business School/ Seton Hall University Singapore Management University BI Norwegian Business School
2018 University of Lausanne Jacksonville University/ University of Minnesota Duluth Sunway University University of Lausanne/ BI Norwegian Business School
2019 Ateneo de Manila University Canisius College/ Instituto Tecnológico Autónomo de México Ateneo de Manila University Moscow State University / University of Lausanne
2020 University of Sydney Seton Hall University/ Universidade de São Paulo University of Sydney University of Lausanne/ BI Norwegian Business School
  • Americas Region Final Champions include New York Regional Final Champions (defunct category after 2013).[15]

Ranking
Winning Teams
Rank Country Global Champion Regional Finalist
1  Philippines 3 5
2  United States 2 14
3  Italy
  Switzerland		 1 3
4  Canada
 Hong Kong
 Singapore
 Thailand		 1 2
5  Australia
 Dominican Republic
 Poland		 1 1
6  Norway 0 3
7  Brazil 0 2
8  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.
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