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A Member of the CFA Institute Global Network of Societies

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The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.   2016 PARTICIPATION

4,000+ Students
2,500+ Industry Volunteers
   865+ Universities
      137  CFA Member Societies
       99 CFA Local Level Challenges
       70 Countries
     

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, both graduate and undergraduate. 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.

The Americas Regional and Global Final will take place on April 6-7, 2017 in Seattle and on April 28, 2017 in Prague, respectively.


 

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.

Finding Qualified Talent:  When it comes to hiring interns or entry level specialists, the Local CFA Institute Research Challenge provides access to a pool of highly qualified students.

Download: 2017 Research Challenge - Student Resumes

PAST LOCAL WINNERS   PAST SUBJECT COMPANIES
​2017   University of Denver
​  2017   Arrow Electronics
2016   Colorado State University   2016   DaVita
2015   University of Colorado - Boulder   2015   Charles Schwab
2014   University of Denver   2014   Molson Coors
2013   Colorado State University   2013   Ball Corporation
2012   University of Denver   2012   Newmont Mining
2011   University of Colorado - Boulder   2011   Western Union
2010   University of Denver   2010   Chipotle

2016-17 CFA INSTITUTE RESEARCH CHALLENGE KEY DATES FOR LOCAL PARTICIPANTS

September 26, 2016  5:00 PM kickoff session at Koelbel Hall, Leeds School of Business.

 

October 17, 2016  4:00 PM corporate presentation at Arrow headquarters in Centennial.

 

January 14, 2017 11:59 PM – final reports with PowerPoint slides and resumes from participating student teams are due.

January 25, 2017 5:00 PM – Welcome Back Social at EDGE, Four Seasons. Click here for additional details and event invitation. 

 

February 8, 2017  3:00 PM – Final Presentation at the University Club, 1673 Sherman St, Denver, CO. Click here for additional details and event invitation. 

 

April 6-7, 2017  – Regional Final in Seattle, WA.

 

April 28, 2017  – Global Final in Prague, Czech Republic.


   

2016-17 PARTICIPATING LOCAL UNIVERSITIES

University of Colorado – Boulder
University of Denver
Colorado State University
University of Northern Colorado
Metropolitan State University of Denver
University of Wyoming
University of Colorado – Denver
Colorado School of Mines
University of Colorado - Colorado Springs

 

2015-16 SUBJECT COMPANY

Arrow Electronics (ARW)
A Fortune 500® company specializing in distribution and value added services relating to electronic components and computer products

Over $5.6 billion market cap
Over $23 billion global sales
Over 18,500 employees
Headquartered in Centennial, CO
Listed on NYSE

SPONSORS

 

 

 USEFUL LINKS

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LinkedIn group and a Facebook page had been created for all current and prior participants in CFA Institute Research Challenge – Colorado. All students, volunteers and employees of companies who participated in the Research Challenge are welcome to visit these sites and connect with our alumni network. We will be posting updates about the Research Challenge, make announcements about social events around the Research Challenge, as well job opportunities and educational material.

CFA Institute Research Challenge

Official Rules

Past Champions