CFA Society Switzerland

Ethics and Professionalism for the Finanzplatz




The CFA Institute Research Challenge is an equity research competition amoung 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, their presentations and a winner is selected.  Throughout the competition, leading investment professionals volunteer as mentors and judges and teach the students best practices in equity research and corporate analysis.  Learn more about the Research Challenge.

CFA Society Switzerland hosts the local competition on the CFA Institute Research Challenge in conjunction with participating universities.  The universitites  assemble teams of 3-5 business and finance students who worked directly with VAT Group AG​ - the company selected for the Challenge - in researching and preparing their analysis.  The team's reports and final presentations were 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).  

​For further questions or more information, please contact -

 Key Dates

​​28 September 2017 - Kick off at University of Zurich
20 October 2017 - Company visit in Haag/Canton of St.Gallen)
21 November 2017 - Conference call with VAT's CFO
16 February 2018 - Presentations Due
​22 February 2018 - Swiss Final at Aula of University of Zurich (Room: KOL-E-13 EV​)
4 - 5 ​April 2018 - EMEA Final in Dublin


Past Participants

University of Basel
University of Lausanne
University of Liechtenstein
University of Lugano
University of Neuchâtel
University of St.Gallen
University of Zurich

2016-2017 past winner:  University of Zurich




Main Sponsor


Research Challenge  Company


​Media Partner

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