CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz


​Please note that we have added some new links:

  • Myriad Financials,
  • A presentation on GIRC Rules and Regulation,
  • Last year's winning report of the Americas, and
  • Some useful tips on writing research reports.


Where else but in our colleges and universities can you find the best and brightest minds of the next generation in the investment profession? 

Unique opportunity for students worldwide
The challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real world competition. 

Not just an exercise 
In order to promote best practices in equity research and company analysis, students research, analyze, and report on a company as if they are practicing analysts. The students are given a publicly traded company to analyze, and to prepare a research report and presentation on their findings. The students will be supported by experienced CFA charterholders which will act as mentors during the preparation of the report and presentation.

How the Challenge works
The Swiss CFA society hosts in conjunction with the participating universities the local competition of the Global Investment Research Challenge. The universities assemble teams of 3-5 business and finance students who work directly with a company in researching and preparing a company analysis.

The company will present to students and mentors during the kick-off in Zurich on November 11 and Neuchâtel on November 13. See important dates.

The team's reports and final presentations are evaluated by a high-profile panel of heads of research, portfolio managers, and chief investment officers from Switzerland's leading financial firms. The teams will present just prior to the award ceremony on February 24.  The winning teams will receive total price money of CHF 3'000.- as well as seats to the prestigious annual SCFAS dinner.

The Swiss champions advance to the EMEA regional competition in Istanbul on March 24 - 25, 2010 and hopefully to the global finale in Hong Kong on April 16 – 17, 2010.

 More Details

Find out more about the responsibilities for student teams, mentors, and graders.

Find out more about the rules for the report, the presentation, and for the choice of the winner.

Have not found your answers, then try our FAQs or send us an e-mail at


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