Research Challenge 2012-13

Welcome to CFA Institute Research Challenge in India 2012-13 

CFA Institute Research Challenge The CFA Institute Research Challenge gathers together
    • university students,
    • investment industry professionals,
    • publicly traded companies, and
    • corporate sponsors 

for local, regional, and global competition. 

Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct This annual educational initiative promotes best practices in equity research through hands-on mentoring and intensive training in company analysis and presentation skills

How the CFA Institute Research Challenge Works

Local CFA societies and CFA Institute host and launch local competitions involving teams of three to five business and finance students from participating universities who work directly with a local company in researching and preparing a company analysis.

Analysis of a Public Company
Teams research a publicly traded company, and company management presents to the teams and participates in a Q&A session.

Mentoring by a Professional Research Analyst
Each team works with a CFA charterholder who mentors the team during the research process and reviews and critiques its report.

Writing a Research Report
Each team produces an Initiation of Coverage report on its chosen company. The report is reviewed and scored by a group of judges.

Presentation of Research to a Panel of Experts
The teams' final presentations are locally evaluated by high-profile panels of experts from top financial institutions: Heads of research, portfolio managers, and chief investment officers from the world’s top firms. The team with the highest combined report and presentation score is the winner.

Advancement to the CFA Institute Research Challenge Global Finale
The local champions advance to regional competitions in the Americas, Asia, and Europe, and the winners of those competitions advance to the global finale.

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