CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz

On 2 April 2015, the Lausanne team attended the EMEA Regionals in Amsterdam/Netherlands where they delivered a very strong performance and were amongst the 5 best out of 29 competing teams amid tough competition.  Congratulations to the Lausanne team on their strong performance !

The EMEA winner of 2015 CFA Institute Research Challenge is Kiev National Economic University.



University of Lausanne


Lausanne team: Ludovic Mojonnet, Marc Chaubert, Guillaume Nagy, David Roethlisberger and Florian C. Domin

Swiss Final presentation and award ceremony on 25 February 2015


The CFA Institute Research Challenge is an equity research competition amoung student teams from the world's top university business and finance programs.  Students write an equity research report on a publicly traded company and present their findings to an expert panel.  The teams are judged on their written reports, their presentations and a winner is selected.  Throughout the competition, leading investment professionals volunteer as mentors and judges and teach the students best practices in equity research and corporate analysis.  Learn more about the Research Challenge.

CFA Society Switzerland hosted the local competition on the CFA Institute Research Challenge for the sixth year in conjunction with participating universities.  The universitites  assemble teams of 3-5 business and finance students who worked directly with Sonova - the company selected for the Challenge - in researching and preparing their analysis.

The team's reports and final presentations were evaluated by a high-profile panel of judges (composed of heads of research, portfolio managers, and chief investment officers from Switzerland's leading financial firms).  The teams presented prior to the award ceremony on 25 February 2015 in the Aula of the University of Zurich with the winning team receiving prize money of CHF 3,000.

The Swiss champions will advance to the EMEA regional competition, which will take place in Amsterdam, The Netherlands on 1-2 April 2015 and hopefully to the global final which will take place on 17 April 2015 in Atlanta, Georgia/USA.

For further questions or more information, please contact -

 Key Dates

Kick-off Sessions
26 September 2014 - 13:30h-17:00h  company headquarters near Zurich
18 November 2014  - 12:30h-13:30h  conference call with subject company
02 January 2015*    -  Deadline to hand in reports
23 February 2015*  -  Deadlne to hand in presentation
 *(earlier deadlines apply for intra-university challenges)

Swiss Final Presentations and Award Ceremony
25 February 2015 at the University of Zurich

Time: 13.30 - 17.30 Final Presentations
(main building of University of Zurich,
Room K0L-G-212 on the same floor as the Aula)

Time: 18.30h Award Ceremony
Venue: Aula of the University of Zurich

Final Dates of CFA Institute Challenge
1-2 April 2015 EMEA Regional in Amsterdam, The Netherlands
17  April 2015 Global Final in Atlanta, USA


Past Participants
University of Bern
Universiyt of Fribourg
University of Geneva
University of Lausanne
University of Lugano
University of Neuchâtel
University of St.Gallen
University of Zurich

2013-2014 past winner:  University of Lausanne
-  Winning report
-  Winning presentation








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