CFA Institute Research Challenge
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The CFA Institute Research Challenge is an annual global competition in
equity research Equity may refer to: Finance, accounting and ownership *Equity (finance), ownership of assets that have liabilities attached to them ** Stock, equity based on original contributions of cash or other value to a business ** Home equity, the diffe ...
hosted by the
CFA Institute The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investme ...
started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis. Students assume the role of a research analyst and are scored based on their ability to value a stock, write an initiation-of-coverage report, and present their recommendations. The competition is split by 3 geographical regions,
Asia Pacific Asia ( , ) is the largest continent in the world by both land area and population. It covers an area of more than 44 million square kilometres, about 30% of Earth's total land area and 8% of Earth's total surface area. The continent, which ...
,
EMEA Europe, the Middle East and Africa, commonly known by its acronym EMEA among the North American business spheres, is a geographical region used by institutions, governments and global spheres of marketing, media and business when referring to t ...
, and the
Americas The Americas, sometimes collectively called America, are a landmass comprising the totality of North America and South America.''Webster's New World College Dictionary'', 2010 by Wiley Publishing, Inc., Cleveland, Ohio. When viewed as a sing ...
. Both undergraduate and graduate students are eligible to participate. Teams begin in local competitions, from which winners advance to regional competitions. A final competition held in April identifies the winning team at the global level. For 2019, more than 6,100 students from over 1,150 universities from 95 countries participated in the competition.


Team Compositions

Teams are sponsored by a university located within the area of the local competition in which the team wishes to compete. Each university may field up to two teams of three to five members.


Results

* Americas Region Final Champions include New York Regional Final Champions (defunct category after 2013).


Ranking


See also

*
CFA Institute The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investme ...
*
Chartered Financial Analyst The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financia ...
* Certificate in Investment Performance Measurement


References


External links

*{{Official website, https://www.cfainstitute.org/societies/challenge Business and finance professional associations International competitions Business education Recurring events established in 2007 Financial advisors Student events