Faculty Advisers - the faculty member employed by the Team's university that provides guidance and direction to the Team throughout all levels of competition.
Graders – the individuals selected by the Host to evaluate the Written Reports.
Judges – the individuals selected by the Host to evaluate the Presentations.
Host – the CFA Institute Member Society, CFA Institute, or CFA Institute approved third-party responsible for sponsoring either the local level, regional level or global level of the CFA Institute Research Challenge.
Industry Mentors - the CFA Charterholder that is assigned to the Team by the Host to review the Team’s Written Report and provide critique of the Presentation.
Participants - Facutly Advisors, Graders, Judges, Industry Mentors, and Team Members involved in the Global Investment Research Challenge.
Presentation - ten minute oral and visual presentation prepared by the Team.
Subject Company - the company assigned by the Host to the Team as the basis for the Written Report and Presentation.
Team - three to five undergraduate or graduate students that produce the Written Report and the Presentation.
Team Member - one of the three to five students comprising the Team.
Written Report - the written research report on the Subject Company prepared by the Team.