CFA Society Philadelphia

A Member of the CFA Institute Global Network of Societies


 University Outreach

Research Challenge Breaks Ground 

On September 28, CFAP held its annual Research Challenge Kick Off Luncheon.  Over eighty students, faculty and industry mentors attended the event.  Presentation was made about the challenge rules, the importance of ethics in analysis, and tips on writing an effective research report.

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis.

Each Research Challenge season leverages the efforts of over 140 CFA member societies, 3,500 member volunteers, and more than 5,000 students from over 1,000 universities. Local competitions (organized by societies) lead up to regional finals; regional champions then convene for the global final.  This year's American Regional competition will take place in Boston, MA.  The Global Finals will be held in Seoul, South Korea.

20170928_125013.jpgWe are pleased to announce the subject company for this year's CFA Research Challenge, Safeguard Scientifics (NYSE:  SFE).  The student teams will write a research paper and will make a buy/sell/hold recommendation for Safeguard's stock.

Safeguard Scientifics provides capital and relevant expertise to fuel the growth of technology-driven businesses in healthcare, financial services and digital media.  It targets companies that are capitalizing on the next wave of enabling technologies with a particular focus on the Internet of Everything, enhanced security and artificial intelligence, which includes predictive analytics and machine learning.

Bill Hagan, CFA of Hirtle Callaghan welcomes this year's participates that are joining the challenge.

Thanks to Hirtle Callaghan for hosting the Kick Off Luncheon.

CFA Society Philadelphia​​

Mission Statement 

To lead a preeminent community of investment and finance professionals who promote the highest standards of ethics, education and professional excellence.

Vision Statement:​

We aspire to a Society that:

serves our members and other financial professionals who seek education, knowledge, professional development, co​nnection and inspiration;

​sets the standard among Philadelphia-area investment and financial professionals on the topics of ethics and excellence of practice.