CFA China

A Member of the CFA Institute Global Network of Societies

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 About the CFA Institute Research Challenge

CFA Institute Research Challenge A global competition which tests the analytic, valuation, report writing, and presentation skills of university students. CFA China hosts the local competitions, involving teams of three to five business and finance students who work directly with a local company in researching and preparing company analysis. Local winning team will advance to regional competition, and champions from regional rounds will compete at the global final.

CFA协会投资分析比赛CFA协会投资分析比赛旨在考验学生对公司的研究分析撰写报告及简报的能力。CFA中国每年组织全国高校参加中国区比赛,每个参赛队由3-5名金融专业的学生组成,对指定的上市公司进行研究和分析。中国区优胜队伍可晋级地区性复赛,而地区性复赛胜出者则可竞逐全球总冠军。​

 A three-tier competition is below:

1. Local Round CFA China Beijing and Shanghai are separately the host for local
2. Regional Round Winning team from each local rounds in Asia Pacific
3. Global Round Winning teams from each region (Americas, Asia Pacific, EMEA, and New York)

 The Challenge consists of the following components:

  • Analysis of a Public Company: Teams research a publicly traded company. Company management presents to the teams and participates in a Q&A session.
  • Mentoring By a Professional Research Analyst: Each team works with an investment professional, who mentors the team on research process and reviews and critiques their report.
  • Writing a Research Report: Students produce an initiation of coverage report on the chosen company. The report is reviewed and scored by a group of judges.
  • Presentation of Research to a High-Profile Panel of Experts: Teams present their research to a panel of experts from top financial institutions. The team with the highest combined report and presentation score is the winner.
  • Advancement to the CFA Institute Global Challenge: The winners of the local competitions will advance to compete against teams within their geographic region, culminating in a global finale.

 Participating Universities

For Beijing:  
 
  • Central University of Finance and Economics
 
  • Dongbei University of Finance and Economics
 
  • Nankai University
 
  • Peking University
 
  • Renmin University of China
 
  • Tsinghua University
 
  • University of International Business and Economics
   
For Shanghai:  
 
  • China Europe International Business School
 
  • Fudan University
 
  • Nanjing University
 
  • Shanghai JiaoTong University
 
  • Shanghai University
 
  • Shanghai University of Finance and Economics
 
  • Tongji University

 Important Timelines

The Subject Company 
Local Final Presentations 8 December 2012 for Beijing and 9 December 2012 for Shanghai
Regional Final - Malaysia 23 February 2013
Global Final - London  April 2013

 Previous Winners

Earlier known as the CFA China Investment Research Challenge (or CFA China IRC), the CFA Institute Research Challenge in China  is the official local host for CFA Institute Research Challenge in China. The following were the winners for the previous years:

Winners for Shanghai:

  • 2009-10: Fudan University
  • 2010-11: China Europe International Business School

Winners for Beijing

  • 2009-10: Tsing University
  • 2010-11: Peking University
  • 2011-2012: Tsing University
  • 2012-2013: Tsing University
     

For the 2012-13 CFA Institute Research Challenge, CFA China local round,  Tsing University and China Europe International Business School won the local competition and were selected to attend the regional round (for Asia Pacific). The Global round was held in Nebraska, USA in April 2012 where Politecnico di Milano was adjudged global champion.

For more information, please contact us at ul-sh@cfa-china.org.cn for Shanghai or ms-bj@cfa-china.org.cn for Beijing.