About

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.

How It Works

Local CFA® Societies work with universities to assemble teams of three to five undergraduate and/or graduate students. Teams research and analyze a designated publicly traded company; prepare a written report on that company that supports a buy, sell, or hold recommendation; receive advice and support from a faculty advisor and an industry mentor; and present and defend their findings to a panel of industry experts. Winners from the local competitions advance to sub-regional competitions, then on to regional competitions in the Americas, Asia, and Europe, culminating in a global final.

Benefits of Participation

  • Showcase your university on a global scale
  • Augment classroom learning
  • Provide career opportunities for students
  • Give students practical training equity research and exposure to industry experts
  • Network with professionals, peers from other universities, and others in the community
  • Elevate your school’s reputation and standing against competing schools
  • First step in the path towards becoming a charterholder

Who is eligible to compete?

Both undergraduate and graduate students that have not previously competed.

When is the Challenge?

Locally hosted Challenges are held September – February of each year. Sub-Regional, Regional, and Global competitions follow in the months after.

How is the Research Challenge different from a “stock picking” competition?

Students conduct in-depth analysis on a single company and produce a full equity research report. The winning team is chosen based on the thoroughness of its analysis and knowledge of one company, rather than whether their predictions of the stock price are correct.

How can I get involved?

You can organize a team to represent your university. Promote the event to your students and field your best team and then prepare them to compete. There are also opportunities to serve as a faculty advisor, presentation judge, report grader, and more.

After you have organized your team, please be sure to email [email protected] or click below to register your team with CFA Society New York.

Past University Participants

Baruch College, CUNY
Binghamton University
College of Staten Island, CUNY
Columbia University
Fairfield College
Fairleigh Dickinson
Fordham University
Hofstra University
Iona College
Ithaca College
Long Island University
Manhattan College
Marist College
Medgar Evers College, CUNY
Molloy College
New Jersey Institute of Technology
New York University
Nyack College
Pace University
Quinnipiac University
Ramapo College
Rensselaer Polytechnic Institute
Rutgers University
Saint Peter’s University
Seton Hall University
St. John’s University
Stevens Institute
Stony Brook University
The College of New Jersey
The King’s College

University at Albany, SUNY
Vassar College

Wagner College

Schedule of Events 2022 – 2023 Competition

Tuesday, November 22, 2022 Kickoff Meeting
Friday, December 2, 2022 Final Registration Deadline
Friday, January 27, 2023Written Reports are due by 12:00 P.M.
Friday, February 10, 2023Final Presentations due
Friday, February 17, 2023Judge Nomination
Wednesday, March 1, 2023Local Finals Completed
Wednesday, May 31, 2023
Competition Expense Reimbursements Requests Deadline

Sponsors

Click on the sponsors logo for additional student resources

Past Event Gallery

Why Get Involved?

Volunteer Opportunities

Volunteers are essential to the success of the Research Challenge. Please consider one of these roles:

  • Faculty Advisor: Typically employed by the team’s university, a faculty advisor provides guidance and direction to the team throughout all levels of competition.
  • Report Grader:Selected by the local host, report graders evaluate the team’s written reports.
  • Hosts include the CFA Institute Member Society, CFA Institute, or CFA Institute approved third-party responsible for sponsoring either the local level, sub-regional level, regional level, or global level of the Research Challenge.
  • Industry Mentor: These industry professionals, preferably CFA charterholders, are assigned to the team by the local host to review the team’s written report and provide critique of their  presentation.
Learn More

Students

University teams consist of three to five undergraduate or graduate students that produce the written report and the presentation. To participate in the Research Challenge:

  • Confirm your eligibility
  • Find out if your university participates
  • Follow up with a faculty advisor

Learn more about eligibility requirements and student participation

Students Register here

Volunteers and Faculty Register here

Past Event Gallery

View Here

Volunteers are essential to the success of the Research Challenge. Please consider one of these roles:

  • Faculty Advisor: Typically employed by the team’s university, a faculty advisor provides guidance and direction to the team throughout all levels of competition.
  • Report Grader:Selected by the local host, report graders evaluate the team’s written reports.
  • Hosts include the CFA Institute Member Society, CFA Institute, or CFA Institute approved third-party responsible for sponsoring either the local level, sub-regional level, regional level, or global level of the Research Challenge.
  • Industry Mentor: These industry professionals, preferably CFA charterholders, are assigned to the team by the local host to review the team’s written report and provide critique of their  presentation.

Industry

Each year, 1,000 university-sponsored teams and more than 6,000 students worldwide participate in one of over 110 local-level CFA Institute Research Challenge competitions. Among these students are future portfolio managers, research analysts, and CFA Institute members. The best and brightest teams advance to regional events in Asia Pacific, the Americas, and EMEA, and finally to the Global Final.

Learn more about connecting with students around the world

Download Info For Mentors

Students

University teams consist of three to five undergraduate or graduate students that produce the written report and the presentation. To participate in the Research Challenge:

  • Confirm your eligibility
  • Find out if your university participates
  • Follow up with a faculty advisor

Learn more about eligibility requirements and student participation

Download Info For Judges

CFA Society New York has 23 teams participating in this year’s CFA Institute Research Challenge. We are looking for industry mentors, graders, and judges to work with these teams! This is an excellent opportunity to provide guidance, direction, suggestions, and feedback to student teams participating in the challenge – and a great way to gain mentorship experience!

Go to Volunteer Form

Industry Mentor

The Industry Mentor plays a crucial role in the CFA Institute Research Challenge by serving as an industry expert to one of the competing teams, providing a “real-world” industry perspective.  An integral part of the competition process, this is a good volunteering option for those that would like to have more interaction with students.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Mentors

Judges

The CFA Institute Research Challenge could not function without the invaluable time and important function of the volunteer judges. The Judges preside over the first-round presentations of the competition hosted at CFA Society New York, carefully critiquing and ultimately judging the student presentations. During the first-round, teams give 10-minute presentations followed by 10 minutes of Q&A.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Judges

Graders

A key component of the CFA Research Challenge, Graders review and evaluate the equity reach reports of the team competitors.  While the grading can be time consuming, it can be done at your convenience remotely over a two week period.  A great volunteer opportunity for those that would like to get involved but are not available during business hours.

Please find below competition details as well as information on the role and responsibilities.

Download Info For Graders

 

If you are interested in being a mentor, grader, or judge for the Research Challenge, use the “Go to Volunteer Form” button above, and/or please contact both:

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