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The CFA Institute Research Challenge is an annual global competition in equity research hosted by the CFA Institute started in 2007. The competition provides university students with hands-on training and mentoring in financial analysis. [1] [2] [3] [4] [5] 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. [6] [7] The competition is split by 3 geographical regions, Asia Pacific, EMEA, and the Americas. 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. [8] [9] [10]
For 2019, more than 6,100 students from over 1,150 universities from 95 countries participated in the competition. [11] [12] [13]
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. [14]
Rank | Country | Global Champion | Regional Finalist |
---|---|---|---|
1 | United States | 3 | 26 |
2 | Philippines | 3 | 5 |
3 | Australia | 2 | 4 |
4 | Italy | 1 | 5 |
5 | Canada Norway Switzerland | 1 | 4 |
6 | Hong Kong Singapore Thailand | 1 | 2 |
7 | Dominican Republic Poland | 1 | 1 |
8 | Brazil Spain | 0 | 2 |
9 | Germany India Indonesia Ireland Malaysia Mexico Russia South Africa Sweden Ukraine | 0 | 1 |
Gartner, Inc. is an American technological research and consulting firm based in Stamford, Connecticut that conducts research on technology and shares this research both through private consulting as well as executive programs and conferences. Its clients include large corporations, government agencies, technology companies, and investment firms.
The Joseph L. Rotman School of Management is the University of Toronto's graduate business school, located in Downtown Toronto. The University of Toronto has been offering undergraduate courses in commerce and management since 1901, but the business school was formally established in 1950 as the Institute of Business Administration. The name was changed to the Faculty of Management Studies in 1972 and subsequently shortened to the Faculty of Management in 1986. The school was renamed in 1997 after Joseph L. Rotman (1935–2015), its principal benefactor.
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Jacksonville University (JU) is a private university in Jacksonville, Florida. Located in the city's Arlington district, the school was founded in 1934 as a two-year college and was known as Jacksonville Junior College until September 5, 1956, when it shifted focus to building four-year university degree programs and later graduated its first four-year degree candidates as Jacksonville University in June 1959. It is a member of the Independent Colleges and Universities of Florida and is accredited by the Southern Association of Colleges and Schools (SACS) and the Association to Advance Collegiate Schools of Business (AACSB). JU's student body currently represents more than 40 U.S. states and approximately 45 countries around the world. As a Division I institution, it fields 18 varsity athletics teams, known as the JU Dolphins, as well as intramural sports and clubs. Among the top majors declared by JU students are aviation management, biology, nursing, business, and marine science.
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