Research Challenge

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CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions. 

Learn more and read FAQs See the schedule and get involved

LOCAL RESEARCH CHALLENGE

2024-2025 Local Champions

Ateneo de Manila University

Subject Company:  Citicore Energy REIT Corp (CREIT) 

2023-2024 Local Champions

University of the Philippines Diliman

Subject Company: Shakeys

  • Regional Representative
  • Global Finalist

2022-2023 Local Champions

University of the Philippines Diliman

Subject Company: Aboitiz Power Corporation

2021-2022 Local Champions

Ateneo de Manila University

Subject Company: Monde Nissin (MONDE)

2020-2021 Local Champions

Ateneo de Manila University

Subject Company: Globe (GLO)

2019-2020 Local Champions

Ateneo de Manila University

Subject Company: Century Pacific Food, Inc. (CNPF)

  • Regional Final Top 5

2018-2019 Local Champions

Ateneo de Manila University

Subject Company: D&L Industries, Inc. (D&L)

  • Regional Champions
  • Global Champions

2017-2018 Local Champions

Ateneo de Manila University

Subject Company: STI Holdings, Inc. (STI)

  • Regional Top 5

2016-2017 Local Champions

Ateneo de Manila University

Subject Company: Century Pacific Food, Inc. (CNPF)

  • Regional Top 5

2015-2016 Local Champions

Ateneo de Manila University

Subject Company: SM Prime Holdings, Inc. (SM)

  • Regional Champions

2014-2015 Local Champions

Ateneo de Manila University

Subject Company: Conception Industrial Corporation (CIC)

  • Regional Champions
  • Global Finalist

2013-2014 Local Champions

University of the Philippines Diliman

Subject Company: Meralco (MER)

  • Regional Champions
  • Global Champions

2012-2013 Local Champions

Ateneo de Manila University

Subject Company: Puregold Price Club, Inc. (PGOLD)

  • Regional Top 4

2011-2012 Local Champions

University of the Philippines Diliman

Subject Company: Robinsons Land Corporation (RLC)

  • Regional Top 4

 

2010-2011 Local Champions

University of the Philippines Diliman

Subject Company: Metro Pacific Investment Corporation (MPI)

  • Regional Top 4

 

2009-2010 Local Champions

University of the Philippines Diliman

Subject Company: Energy Development Corporation (EDC)

  • Regional Champions
  • Global Champions

 

2008-2009 Local Champions

University of the Philippines Diliman

Subject Company: Manila Water Company, Inc. (MWC)

  • Regional Final Top 6