How the Challenge Works
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3-5 business and finance students. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company.
Each team's findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from some of the world's top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.
Click here to learn more.Benefits of Participation
Students: Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills.
Universities: Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.
Mentors and Panelists: Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.
- Industry Mentors: hands on work with university students
- Report Graders: review and grade student research reports
- Presentation Judges: listen to and critique student stock recommendations