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​​​​​​​​​​​​​​​CFA Institute Research Challenge hosted by CFA Society Minnesota​​

The CFA Institute Research Challenge is an annual, global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly-traded company and then write a research report on their assigned company with a buy, sell, or hold recommendation. 
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Each Research Challenge season leverages the efforts of over 150+ CFA member societies, 3,500+ member volunteers, and more than 5,000 students from over 1,000 universities.     

The Challenge gathers students, investment industry professionals, publicly traded companies, and corporate sponsors together locally, regionally, and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.   

2022-2023 Participating Universities:
Bethel University
College of St. Scholastica
North Dakota State University
South Dakota State University
University of MN Duluth

2022-2023 Subject Company: 

General Mills (GIS)

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Past CFA Society MN Subject Companies & Winners

2010/2011 – Donaldson (University of Minnesota)

2011/2012 – Lawson Software, Inc. (University of Minnesota)

2012/2013 – Polaris Industries, Inc. (University of Minnesota)

2013/2014 – Stratasys Ltd. (University of Minnesota​)

2014/2015 – Graco (UMD)

2015/2016 – MTS Systems (NDSU)

2016/2017 – Vascular Solutions (UMD)

2017/2018 – Fastenal (UMD)

2018/2019 – Bio-Techne (UMD)​

2019/2020 – Tennant Company (NDSU)

2020/2021 – Apogee Enterprises, Inc. (UMD)

2021/2022 – Ecolab (UMD)

 Resources & Examples
​Videos
To view videos of past local presentation rounds, view our YouTube channel

Papers
Examples of winning papers







​Thank you to our 2022-2023
Local Level Sponsors



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​​​Volunteer Opportunities

  • ​Industry Mentor: hands-on work with university students
  • Report Grader: review and grade student research reports
  • Presentation Judge: listen to and critique student stock recommendations
Contact Megan Millett at [email protected] to volunteer​
​​

Schedule of Events

September
University Teams Form
 
9/26/2022, 10:00 AM
Kick-off Meeting
 
11/9/2022
Subject Company Analyst Day
 
1/19/2023
Written Reports Due
 
2/01/2023
Advancing Teams Announced
 
February 23, 2023
Local Finals
 
March 2023
Teams Submit Sub-Regional Presentations
 
April 2023
Regional Semi-Finals
 
May 2023
Regional & Global Finals

2021-2022 Minnesota Local Level Champion

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University of Minnesota - Duluth, Team 1

​​Questions? Contact Megan Millett at [email protected]

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