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CFA Society of Memphis

Global Investment Research Challenge

 
What is it?
 
It is an annual educational initiative of the CFA institute designed to promote best practices in research among the next generation of analysts through hands-on mentoring and intensive training in company analysis. It complements students' university curriculum by simulating the 'real world' experience of an equity analyst.
The Challenge spans one semester, and consists of the following components:
I.       Analysis of a Public Company
II.      Mentoring By a Professional Research Analyst or Portfolio Manager
III.     Writing an Equity Research Report
IV.      Presentation of Research to a High-Profile Panel of Experts

 
Who is it for?
 
Both graduate and undergraduate students are eligible. Students must be enrolled in the current term at the university they represent at the time of the local Challenge.
 
 

Rules

Teams

Investor Roadshow

Judges Bios

Sample Reports and Presentations


 

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