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A Member of the CFA Institute Global Network of Societies

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 2016-2017 Sponsors

​​CFA Society St. Louis would like to thank the following companies for sponsorships of the 2016-2017 CFA Institute Research Challange in St. Louis Region:

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 General Information

 

CFA Society St. Louis (CFA-STL) is proud to host the annual local level of the CFA Institute Research Challenge in St. Louis region.  The Challenge contest gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. 

The contest’s goal is to promote best practices in equity research and company analysis.  Students research, analyze, and report on a company as if they are practicing analysts.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

How the Challenge works

  • CFA-STL hosts and launches an Investment Research Challenge in conjunction with the participating universities.
  • The universities assemble teams of 5 business and finance students who work directly with a company in researching and preparing a company analysis. 
  • Mentors with equity analysis experience will be assigned to each team to help the students. 
  • Each team (one team per school) submits a research report on a specified company and later does a final presentation in front of a judge’s panel consisting of high-profile CFA-STL members.

The contest begins in September.  Mentors meet with the students several times between September and January (time limits are specified above).  The local champion is determined in February and will advance to regional competitions held in April.

This is the 6th year that CFA-STL hosts the annual local level of the CFA Institute Research Challenge in St. Louis region.    

 2015-2016 Sponsors

CFA Society St. Louis would like to thank the following companies for sponsorships of the 2015-2016 CFA Institute Research Challenge in St. Louis Region:




 2013-2014 Sponsors

 CFA Society St. Louis would like to thank the following companies for sponsorships of the 2013-2014 CFA Institute Research Challenge in St. Louis Region:

SILVER Level:

  

 

 2013-2014 Participating Teams

Lindenwood University

Saint Louis University

University of Missouri - Columbia

University of Missouri - St. Louis

Washington University

Webster University 

 Sample Report and Presentation

The Politecnico di Milano has won the fifth annual CFA Institute Global Investment Research Challenge (2011).  More information on the winning team can be found at http://girc.membersocieties.org/Pages/pastchampions.aspx.

The Politecnico di Milano won with their report and presentation in front of a panel of investment experts.  

Yale University’s team won the 2009 New York Region's Global Investment Research Challenge with their report on Phillips-Van Heusen and their presentation to a panel of investment experts.

 2016-2017 Participating Teams

​o   Lindenwood University

o   Saint Louis University

o   Southern Illinois University at Carbondale

o   Truman University

o   University of Missouri at St. Louis

o   Washington University​

 Fact Sheet & Official Rules

Official Rules: CFA Institute Research Challenge Official Rules

 2015-2016 Participating Teams

o   Lindenwood University

o   Saint Louis University

o   Southern Illinois University at Carbondale

o   University of Missouri at Columbia

o   University of Missouri at St. Louis

o   Washington University

o   Webster University

 2015-16 Subject Company

​To be announced at the kick off meeting on October 2, 2016 at Edward Jones Co. 

 Results for 2014-2015 CFA-STL Research Challenge

First Place Winner - Truman State University

First Runner Up -  University of Missouri-St. Louis

Other Participating Teams:

  • Lindenwood University
  • Saint Louis University (Team 1)
  • Saint Louis University (Team 2)
  • University of Missouri-St. Louis
  • Webster University

 2014-2015 Subject Company

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 2013-2014 Subject Company

 

 

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