CFA Society Greece

A Member of the CFA Institute Global Network of Societies

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 CFA Institute Research Challenge

T​he CFA Institute Research Challenge 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.

CFA Societies and local universities assemble university teams of 3-5 students each. Teams are mentored by industry professionals in writing an equity research report on a publicly traded company. The teams present their findings to a distinguished panel of experts.

The competition has three levels: local, regional and global. Winners at the local level advance to compete against Teams within their geographic region at the regional level. Winning Teams at the regional level advance to compete at the global level. One Team is designated the ultimate winning Team at the global level.

More Information:

Research Challenge website

 CFA Institute Research Challenge 2019

Schedule​​

13 November 2018Kick-off Meeting & Company Presentat​​ion​​

Next weeks​
Preliminary Research
Register with CFA Institute
early December 2018Company Follow-up (optional)
​​20 January 2019​​1st Draft Due to Mentors
10 February 2019Final Reports Due
11 Feb - 01 March 2019Develop Presentations
1 March 2019 ​Reports Grading Due
2 March 2019Local Competition Final - Presentations
2 March 2019Announcement of the Winner
10-11 April 2019EMEA Region Final (Zurich, Switzerland)​
25 April 2019Global Final (New York, USA)

 

The universities participating in the 2018​​ local competition are:

  • ALBA Graduate Business School
  • Athens University of Economics and Business
    • Accounting & Finance​ Department
  • National and Kapodistrian University of Athens
  • Panteion University
  • University of Macedonia
  • University of the Aegean
  • University of Piraeus
  • University of Thessaly
The company that will be researched by participating teams is Hellenic Telecommunications Organization (OTE).
 

 CFA Research Challenge 2018

Schedule​​

 
6 November 2017Kick-off Meeting & Company Presentat​​ion​​

Next weeks​
Preliminary Research
Register with CFA Institute
​6 December 2017
​Company Meeting
23 February 20181st Draft Due to Mentors
9 March 2018Final Reports Due
10 - 16 March 2017Develop Presentations
16 March 2018Local Competition Final - Presentations
23 March 2018Announcement of the Winner
​4-5 April 2018​EMEA Region Final (Dublin, Ireland)​

 

The universities participating in the 2018​​ local competition are:

  • - ALBA Graduate Business School
  • - Athens University of Economics and Business
    1. Accounting & Finance​ Department
    2. ​Business Administration Department​
  • - International Hellenic University
  • - National and Kapodistrian University of Athens
  • - University of Macedonia
  • - University of the Aegean
  • - University of Piraeus
  • - University of Thessaly
  • - International Hellenic University

The company that will be researched by participating teams is FOURLIS Group.​​

 CFA Institute Research Challenge 2017

​​​Research Challenge 2017 Kick Off.JPG

 
Schedule​​

 
25 November 2016​​Kick-off Meeting & Company Presentat​​ion​​

Next 2 weeks​
Preliminary Research
Register with CFA Institute
6 February 20171st Draft Due to Mentors
3 March 2017Final Reports Due
10 - 17 March 2017Develop Presentations
17 March 2017Local Competition Final - Presentations
20 March -2March 2017Reports Grading
24 March 2017Announcement of the Winner
​Week of 26 April 2017​EMEA Region Final & Global Final (Prague, Czech Rep.)​

 

The universities participating in the 2017​​ local competition are:

  • - ALBA Graduate Business School
  • - Athens University of Economics and Business
    1. Accounting & Finance​ Department
    2. ​Business Administration Department​
  • - University of Macedonia
  • - University of the Aegean
  • - Hellenic American College

The company that will be researched by participating teams is OPAP S.A.​​


 

 CFA Institute Research Challenge 2016

​​DSC06421 (1).JPG


 

Schedule

​​​13 November 2015​​Kick-off Meeting & Company Presentat​​ion​​

Next 10 days​ ​
Preliminary Research
Register with CFA Institute
26 Janua​​ry 20161st Draft Due to Mentors
19 February 2016Final Reports Due
20-25 February 2016Develop Presentations
26 February 2016Local Competition Final - Presentations
29 February-March 2016Reports Grading
4 March 2016Announcement of the Winner
​Week of 11 April 2016EMEA Region Final & Global Final (Chicago, USA)​


 

The universities participating in the 2016 local competition are:

  • - ALBA Graduate Business School
  • - Athens University of Economics and Business
  • - International Hellenic University
  • - Panteion University
  • - University of Macedonia
  • - University of the Aegean

The company that will be researched by participating teams is Folli Follie.​


 

 ​CFA Insitiute Research Challenge 201​​​​​​​5

Schedule

10 November 2014​Kick-off Meeting & Company Presentation​​

Next 10 days ​
Preliminary Research
Register with CFA Institute
21 December 20141st Draft Due to Mentors
2 February 20152nd Draft Due to Mentors
23 February 2015Final Reports Due
27 February 2015​
Local Competition Final - Presentations
March 2015Reports Grading Due
4 March 2015Announcement of the Winner
1-2 April 2015EMEA Region Final (Amsterdam, Netherlands)
17 April 2015Global Final (Atlanta, Georgia-USA)

 

The universities participating in the 2015 local competition are:

  • - ALBA Graduate Business School
  • - Athens University of Economics and Business
  • - University of Piraeus
  • - University of Patras
  • - University of Macedonia​​​​
  • - University of the Aegean

The company that will be researched by participating teams is Aegean Airlines.​

 History of Local Competition

Research Challenge 201​8​

Participating Universities:

Company: 

FOURLIS Group​​

Winner:

​​Account​ing & Finance Dept​ (AUEB) ​​


 

Research Challenge 201​7

Participating Universities:

Company: 

OPAP S.A

Winner:

​​Account​ing & Finance Dept​ (AUEB) 


 

Research Challenge 201​6

Participating Universities:

Company: 

Folli Follie​

Winner:

University of Macedonia​


 

Research Challenge 201​5

Participating Universities:

Company: 

Aegean Airlines

Winner:

Athens University of Economics & Business


 

Research Challenge 201​4

Participating Universities:

Company: 

Plaisio​

Winner:

Athens University of Economics & Business


 

Research Challenge 2013

Participating Universities:

Company: 

 S&B Industrial Mine​rals S.A.

Winner:

Athens University of Economics & Business


 

Research Challenge 2012

Participating Universities:

Company: 

Coca-Cola Hellenic Bottling Company

Winner:

ALBA Graduate Business School