CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz

 Overview

​Winners of the 2014 CFA Institute Research Challenge

University of Lausanne

 
(HEC Lausanne team from left : Louis Soots, Anne Fargeot, Marie-Caroline Fonta, Valérie Pagnier and Fabian Karl)

The CFA Institute Research Challenge is an equity research competition among student teams from the world's top university business and finance programs. Students write an equity research report on a publicly traded company, and present their findings to an expert panel. The teams are judged on their written reports and the presentations and a winner is selected. Throughout the competition, leading investment professionals volunteer as mentors and judges and teach these students best practices in equity research and corporate analysis. Learn more about the Research Challenge.

CFA Society Switzerland will be hosting the local competition of the CFA Institute Research Challenge for the fifth year in conjunction with the participating universities. The universities will assemble teams of 3 - 5 business and finance students who will work directly with Autoneum - the company that was selected for this year's challenge - in researching and preparing a company analysis.

Autoneum will present to students and mentors during the kick-off in Zurich on 4 October 2013 and in Zürich and Neuchâtel (see key dates).

The team's reports and final presentations will be evaluated by a high-profile panel of judges (composed of heads of research, portfolio managers, and chief investment officers from Switzerland's leading financial firms). The teams will present just prior to the award ceremony on 26 February 2014 in the Aula of the University of Zurich. The winning teams will receive a total prize money of CHF 3'000.

The Swiss champions will advance to the EMEA regional competition, which will take place in Milan on 1-2 April 2014 and hopefully to the global final, which will take place on 25 April 2014 in Bangkok, Thailand.

Contact:  Should you have any further questions or require more information, please contact us at girc@cfaswitzerland.org

 Key Dates for Switzerland

​KICK-OFF SESSIONS
  • 4 October 2013: 9.00 - 11.00 CET: Main building University of Zurich
  • 4 October 2013: 14.00 - 16.00 CET: Main building University of Neuchâtel
  • 23 October 2013: 16.00 CET: conference call
  • 3 January 2014*:  Deadline Reports
  • 21 February 2014*: Deadline Presentations
* (earlier deadlines apply for intra-university challenges)

SWISS FINAL PRESENTATIONS AND AWARD CEREMONY

  • 26 February 2014 at the University of Zurich
           13.30 -17.30 Final Presentations
            (main building of University of Zurich, 
             Room K02-F-152, entry Karl-Schmid Strasse 4)

           18.30 Award Ceremony
            Aula of the University of Zurich

 Past Participants

  • University of Bern
  • University of Fribourg
  • University of Geneva
  • University of Lausanne
  • University of Lugano
  • University of Neuchâtel
  • University of St. Gallen
  • University of Zurich
2012 - 2013 past winner:  University of Lausanne
  • Winning Report
  • Winning Presentation

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