KEY DATES

24th
September
2016

11th
February
2017

UIRC Kick off Meeting

Venue: Bloomberg LP Auditorium
Time: 9am to 12pm (Registration starts at 9am)

Local Finals
Venue: Bloomberg LP Auditorium
Time: 10am to 2pm (Registration starts at 9am)

OTHER IMPORTANT DATES

Internal Selection Period

Late September 2016

Early December 2016

Research Company Briefing

and Technical Training

November 2016
December 2016

Submission of Final Report

8th February 2017

Submission of Final
Presentation

10th February 2017

CFA INSTITUTE
RESEARCH
CHALLENGE
2016

*All events listed are subjected to changes without prior notice. Details are correct
as of date published.

USEFUL LINKS
https://www.cfainstitute.org/community/challenge/Pages/i
ndex.aspx
https://www.arx.cfa/advanced-search
(Type of item search: Research Analysis Report)
CFA Society Singapore (a member of society of CFA Institute)
Website : www.cfasingapore .org | email : events@cfasingapore.org
Follow us on Facebook: CFASocietySingapore | Twitter: @CFASingapore |
LinkedIn: CFA Society Singapore

[Company Name]
[Street Address]

HOSTED BY:

ABOUT THE RESEARCH CHALLENGE

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.

BENEFITS OF PARTICIPATION

Valuable real-world experience

Networking opportunities

Direct interaction with financial professionals

Build your CV/resume

Opportunity to travel

Potential cash prize for team winning global level

HOW THE CHALLENGE WORKS

Local CFA Institute volunteers work in conjunction with participating
local universities to assemble teams of 35 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 teams findings are locally evaluated by high-profile panels of heads
of research, portfolio managers, and chief investment officers from some
of the worlds top firms. Local champions advance to regional
competitions in the Americas, Asia Pacific, and EMEA, and then to the
global final.

TEAM COMPOSITION
1.
2.

Only one team may represent their university

Both graduate and undergraduate students are eligible 3) A
Team must consists no fewer than three (3) and no more than
five (5) members

FREQUENTLY ASKED QUESTIONS

Who is eligible to compete?
Both undergraduate and graduate students.

CHALLENGE COMPONENTS
The Research Challenge spans one semester, and consists of the
following components:
1.

Analysis of a Public Company

2.

Mentoring By an Experienced Professional Research Analyst or

Portfolio Manager

3.

Writing an Equity Research Report

4.

Presentation of Research to a High-Profile Panel of Industry Experts

and Leaders

5.

Advancement to the Regional and Global Finals

What is the timing of the Challenge?

Locally hosted Challenges are held in SeptemberFebruary of each year.
Regional Finals are held in MarchApril, followed by the Global Final in
mid-April.
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.
5