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 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.​

 CFA Institute Research Challenge 2014

O τελικός του Research Challenge θα πραγματοποιηθεί στις 28/2/2014, 18:30 στο ξενοδοχείο Divani Palace Acropolis. http://www.divanis.com/acropolis/default-el.html

     

 Schedule
2 December 2013Kick-off Meeting
2 December 2013Company Presentation
Next 10 daysPreliminary Research
Register with CFA Institute
Question development
24 January 20141st Draft Due to Mentors
26 February 2014Final Reports Due
24 January - 28 February 2014Develop Presentations
28 February 2014Local Competition Final
1-4 March 2014Reports Grading
5 March 2014Announcement of the Winner
1-2 April 2014EMEA Region Final (Milan, Italy)
25 April 2014Global Final (Bangkok, Thailand)

     

    The universities participating in the 2014 local competition are:

    • - ALBA Graduate Business School
    • - Athens University of Economics and Business
    • - University of Macedonia
    • - University of Piraeus

The company that will be researched by participating teams is 

Plaisio

More Information:

Research Challenge 2014 - Official Rules

 CFA Institute Research Challenge 2013 - Schedule

5 December 2012

Kick-off Meeting

Interim

Preliminary Research, Question Development

Mid December 2012

Company Presentation

18 January 2013

1st Draft Due to Mentors

27 February 2013

Final Reports Due

Interim

Develop Presentations

End February 2013

Reports Grading

8 March 2013

Local Competition Final

10-11 April 2013

EMEA Region Final (London, UK)

12 April 2013

Global Final (London, UK)

 

 CFA Institute Research Challenge 2013

10 December 2012

 CFA Society Greece will host the Greek heat of the CFA Institute Research Challenge 2013.

During the Greek heat, five teams of three to five students from the country’s leading universities and business schools will compete for a place in the regional final in London in April next year, where they will meet other teams from EMEA region. The successful team will then compete in the global final to be held in 12 April 2013.

The CFA Institute Research Challenge offers students the unique opportunity to develop and present an equity research report and compete on a global basis. Students will learn from leading industry experts, their mentors and peers from the world’s top business schools. This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The global competition, which runs until April 2013, is expected to attract more than 3,000 students and 650 universities in 55 countries.

The CFA Institute Research Challenge comprises of the following stages:

  • Analysis of a publicly listed company
    Teams research a publicly listed company. The company’s management presents information to the student teams and is available to answer questions.
  • Mentoring by a professional research analyst
    Each team works with a CFA charterholder who mentors the team during the research process and reviews and critiques its report.
  • Writing a research report
    Each team produces an Initiation of Coverage report on the chosen company. The report is reviewed and graded by a group of judges.
  • Presentation to a panel of experts
    The teams' final presentations are locally evaluated by panels of experts from top financial institutions. Panelists include heads of research, portfolio managers, and chief investment officers from the world’s top firms. The team with the highest combined written report and presentation score is the winner and advances to the regional level of the Research Challenge.
  • Advancement to the CFA Institute Research Challenge Global Final
    Regional winners then progress to compete at the global finale. At the regional and global stages of the Research Challenge, teams are evaluated solely on their presentations.

The universities participating in the 2013 local competition are:

The company that will be researched by participating teams is S&B Industrial Minerals S.A.

More information:

 History of Local Competition

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