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
YearGlobal 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)
2007United States Babson CollegeUnited States Babson College/United States Rice University/United States Seton Hall UniversityHong Kong Chinese University of Hong KongN/A
2008Hong Kong Hong Kong Baptist UniversityUnited States University of Houston/Canada University of New BrunswickHong Kong Hong Kong Baptist UniversitySpain Charles III University of Madrid
2009Singapore Nanyang Technological UniversityUnited States Yale University/Brazil Fundação Getulio VargasSingapore Nanyang Technological UniversityRepublic of Ireland University College Cork
2010Philippines University of the Philippines DilimanUnited States Brigham Young University/United States Fordham UniversityPhilippines University of the Philippines DilimanSouth Africa University of Cape Town
2011Italy Politecnico di MilanoUnited States University of Southern California/United States Rutgers UniversityThailand Thammasat UniversityItaly Politecnico di Milano
2012Thailand Thammasat UniversityUnited States Illinois Institute of Technology/United States Rutgers UniversityThailand Thammasat UniversitySweden Stockholm School of Economics
2013Poland Wroclaw University of EconomicsUnited States University of Nevada, Las Vegas/United States Fordham UniversityIndia Narsee Monjee Institute of Management Studies Poland Wroclaw University of Economics
2014Philippines University of the Philippines DilimanUnited States University of Missouri Philippines University of the Philippines DilimanItaly Politecnico di Milano
2015United States Canisius CollegeUnited States Canisius College/United States University of FloridaPhilippines Ateneo de Manila UniversityUkraine Kyiv National Economic University
2016Canada University of WaterlooCanada University of Waterloo/United States University of GeorgiaPhilippines Ateneo de Manila UniversityItaly Politecnico di Milano
2017Dominican Republic Barna Business SchoolDominican Republic Barna Business School/United States Seton Hall UniversitySingapore Singapore Management University Norway BI Norwegian Business School
2018Switzerland University of LausanneUnited States Jacksonville University/United States University of Minnesota DuluthMalaysia Sunway UniversitySwitzerland University of Lausanne/Norway BI Norwegian Business School
2019Philippines Ateneo de Manila UniversityUnited States Canisius College/Mexico Instituto Tecnológico Autónomo de MéxicoPhilippines Ateneo de Manila UniversityRussia Moscow State University /Switzerland University of Lausanne
2020Australia University of SydneyUnited States Seton Hall University/Brazil Universidade de São PauloAustralia University of SydneySwitzerland University of Lausanne/Norway BI Norwegian Business School
2021Norway BI Norwegian Business SchoolCanada University of Waterloo/United States Appalachian State UniversityAustralia University of SydneyNorway BI Norwegian Business School/GermanyWHU – Otto Beisheim School of Management
2022United States Northern Illinois UniversityCanada University of British Columbia/United States Northern Illinois UniversityAustralia University of SydneyItaly Polytechnic University of Milan/SpainIE Business School
  • 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  United States 3 16
2  Philippines 3 5
3  Canada
 Italy
 Norway		 1 4
4  Australia
  Switzerland		 1 3
5  Hong Kong
 Singapore
 Thailand		 1 2
6  Dominican Republic
 Poland		 1 1
7  Brazil
 Spain		 0 2
8  Germany
 India
 Ireland
 Malaysia
 Mexico
 Russia
 South Africa
 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.
This article is issued from Wikipedia. The text is licensed under Creative Commons - Attribution - Sharealike. Additional terms may apply for the media files.