Congratulations to Simon Fraser University
2017 CFA Institute Local Research Challenge Winners
Thank you to our event sponsors
The CFA Institute Research Challenge is a global competition that tests the equity research and valuation, investment report writing, and presentation skills of university students. 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.
How the Challenge Works
Local CFA Institute volunteers work in conjunction with participating local universities to assemble teams of 3–5 business and finance students. Each team works directly with a mentor to research and prepare an equity research report on a publicly traded company. Each team’s findings are locally evaluated by high-profile panels of heads of research, portfolio managers, and chief investment officers from the world’s top firms. Local champions advance to regional competitions in the Americas, Asia Pacific, and EMEA, and then to the global final.
Benefits of Participation
Students: Develop your resume/CV through hands-on mentoring and intensive training in company analysis and presentation skills.
Showcase your university on a global scale and provide your students with practical training and invaluable exposure to top industry professionals.
Mentors and Panelists:
Encourage best practices in research within the next generation of investment professionals and help give back to the investment profession in a high-impact manner.
CFA Society Hosts
CFA Local Level Challenges
Local Challenge Participating Teams
Simon Fraser University
University of British Columbia
Thompson Rivers University
University of Victoria
Thank you to our sponsors