CFA Society New Zealand

A Member of the CFA Institute Global Network of Societies


 CFA Institute Research Challenge hosted by the CFA Society New Zealand

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top finance programs. 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.

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.

CFA Society New Zealand is proud to host the seventh annual local level of the CFA Institute Research Challenge in New Zealand.  This year's Challenge took place on 8 October in Auckland.

 CFA Institute Research Challenge


The CFA Society of New Zealand announced today that the University of Otago has won the local competition of the CFA Institute Research Challenge and now advances to the Asia Pacific Regional where it will compete against universities from Asia Pacific

The University of Otago team consists of Matthew Dunn, Seth Hoskin, Tesa Paterson-Catto, Tiffany Robinson

The following universities competed with the University of Otago at the New Zealand Finals
University of Auckland

Auckland University of Technology

University of Canterbury

Lincoln University

Massey University

Victoria University of Wellington

Waikato University

Each university sent a team of three to five students to participate in the local challenge. The New Zealand Finals was the first step of two for a local team to advance towards the global final in Bangkok. The students from the University of Otago will now travel to the first-ever "super regional" where they will match their wits, analytical skills and presentation abilities against student teams from around the world. This year, the Asia Pacific Regional Competition that will be held in Bangkok, Thailand on 15-16 March 2017. The Global Final will be held on 28 April 2017 in Prague, Czech Republic.


The students presented their analysis and buy/sell/hold recommendations on Meridian Energy . Their presentation at the New Zealand Finals was the culmination of months of research; interviews with company management, competitors, and clients; and presentation training.

This year's CFA Institute Research Challenge hosted by the CFA Society of New Zealand was sponsored by KPMG




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 ‭(Hidden)‬ APAC Regional Research Challenge, Manila, Philippines

21 student teams from the APAC region competed in five semi-final pools.  Despite delivering an excellent performance, the AUT team did not make it through to the final round this year.  It was a close call and the quality of the student research was outstanding cross the Board.  Ateneo de Manila University emerged as the winner, keeping the APAC title in the Philippines for the second year in a row. 

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Meridian Energy