Education Partners

CFA Institute Global Investment Research Challenge

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 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 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 work directly with a subject company selected for the Challenge to research and prepare their analysis. The team’s reports and final presentations are 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).



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Watch a video testimonial by the student team from HEC Lausanne, the winners of the Global Research Challenge 2018. 

Important dates for the 2019 edition:

  • 11 October 2018 – Kick-off session, Zurich
  • 8 November 2018 – Conference call with subject company
  • 21 February 2019 – Swiss Finals and Awards Ceremony
  • 10 – 11 April 2019 – EMEA Regional Finals in Zurich
  • 25 April 2019 – Global Finals in New York, USA

Confirmed university teams participating:

  • HEC Lausanne
  • Università della Svizzera Italiana
  • University of Liechtenstein
  • University of Neuchâtel
  • University of St. Gallen HSG
  • University of Zurich