Investment Research Challenge

Where else but in our colleges and universities can you find the best and brightest minds of the next generation in the investment profession?

2010 Investment Research Challenge

Milan, 11 March 2010
Bloomberg Auditiorium, 5:30 pm

For more information about this forthcoming event please click here

2009 Investment Research Challenge - Congratulations!

Milan, 12 March 2009
Borsa Italiana



The team from Master of Science in Finance at Università Bocconi, winner of the First Italian Investment Research Challenge, did very well with a 4° place in EMEA finals. The Global Challenge has been won by the team from Nanyang Technological University, Singapore. Congratulations also to the teams from Università Politecnica delle Marche and Politecnico di Milano, who took part in the challenge and presented the following reports on Prysmian to a high-profile panel of experts from top financial institutions.





L'Analisi finanziaria entra all'Università - Plus Il Sole 24 Ore, 21 Marzo 2009

What is the purpose of the Global Investment Research Challenge?

The CFA Institute Global Investment Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with peers from the world’s top business schools. This annual educational initiative is designed to promote 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 does it work?

CFA Institute member societies together with local universities assemble university teams of 3-5 students each. Teams are mentored by industry professionals in writing an equity research report on a publicly traded company. The teams then present their findings to a distinguished panel of experts.

What's involved?

The Challenge consists of the following components:

Analysis of a Public Company: Teams research a publicly traded company. Company management presents to the teams and participates in a question and answer session.

Mentoring By a Professional Research Analyst: Each team works with an investment professional, who mentors the team on research process and reviews and critiques their report.

Writing a Research Report: Students produce an initiation of coverage report on the chosen company. The report is reviewed and scored by a group of judges.

Presentation of Research to a High-Profile Panel of Experts: Teams present their research to a panel of experts from top financial institutions. The team with the highest combined report and presentation score is the winner.

Advancement to CFA Institute’s Global Challenge: The winners of the local competitions will advance to compete against teams within their geographic region, culminating in a global finale on 1 May 2008, in New York City.

Benefits of Participation

Universities: Showcase your business school on a global scale; Provide students with practical training and exposure to top industry professionals

Mentors and Panelists: Promote best practices in research to the next generation; Give back to the investment profession in a high-impact, time compressed manner.

Students: Gain real industry experience and access to professionals and experts in the investment industry;

Opportunity to compete against 300+ students from over 80 universities in Asia, Europe, and North America will compete, including students from these schools ranked among the Financial Times top MBA programs.

Societies: Showcase your society to local and regional universities and students; Provide an opportunity for your members to give back to the industry; Connect with and engage senior professionals.