CFA Society Philippines

A Member of the CFA Institute Global Network of Societies

​​​​​​​​The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. CFA Society Philippines first hosted the CFA Institute Research Challenge competition in 2009.  

The 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 initiativepromotes 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.  Participation in the challenge promotes best practices in equity research and company analysis, as students research, analyze, and report on a company as if they are practicing analysts.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

​​To know more about the competition, please click here​​.​​​​

2015 - 2016 Ateneo de Manila University (Local Finals Champion, Regional Champion). Subject Company: SM Prime Holdings​, Inc.​ (SM)

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 Past Champions

2014 - 2015 Ateneo de Manila University (Local Finals Champion, Regional Champion). Subject Company: Conception Industrial Corporation (CIC)

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2013 - 2014 University of the Philippines-Diliman​​​  (Local Finals Champion, Global Champions). Subject Company: Meralco

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2012 - 2013 Ateneo de Manila University (Local Finals Champion, Regional Finals Top 4). Subject Company: Puregold Price Club, Inc. (PGOLD)

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2011 - 2012 University of the Philippines-Diliman (Local Finals Champion). Subject Company: Robinsons Land Corporation (RLC)

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2010 - 2011 University of the Philippines-Diliman (Local Finals Champion, Regional Finals Top 4). Subject Company: Metro Pacific Investment Corporation (MPI)

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2009 - 2010 University of the Philippines-Diliman (Local, Regional and Global Champions). Subject Company: Energy Development Corporation (EDC)

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2008 - 2009 University of the Philippines-Diliman (Local Finals Champion, Regional Finals Top 6). Subject Company: Manila Water Company, Inc. (MWC)

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