Research Challenge

    The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students. The challenge comprises analysis of a publicly-traded company, mentoring by a professional research analyst, writing a research report, and presentation of research to a panel of experts.  The first Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to involve thousands of students from over 1,000 universities in more than 75 countries.

    Listen to 2018 Kickoff Call

    View the 2018 Kickoff Presentation

    Congratulations to our 2017 winner Kennesaw State University

    Watch Three Finalist Presentations

    2017 Kickoff Presentation

    2016 Research Challenge Kickoff Presentation 

    2016 Research Challenge Kickoff Conference Call

    The CFA Institute Research Challenge is a global competition which tests the analytic, valuation, report writing, and presentation skills of university students. The challenge comprises analysis of a publicly-traded company, mentoring by a professional research analyst, writing a research report, and presentation of research to a panel of experts.  The first Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to involve thousands of students from over 1,000 universities in more than 75 countries.

    Volunteers

    The challenge is a volunteer-intensive effort and requires the participation of many industry leading portfolio managers and analysts.  Opportunities for volunteering include grading the written research reports, mentoring a team, or judging the oral presentations.  CFA continuing education credit may be available for volunteering.  If you are interested in helping in any of these capacities, please email us at cfa.irc.southernclassic@gmail.com.

     Students and Faculty

    If you are a student or faculty member from a college or university in Georgia, South Carolina, or Alabama and are interested in joining this year’s CFA Institute Research Challenge Southern Classic, please send an email to cfa.irc.southernclassic@gmail.com.

     Past Champions

    Date

    Year

    Subject Company

    Winner

    2009

    Year 1

    MedAssets, Inc

    Georgia Tech

    2010

    Year 2

    Cbeyond, Inc

    Georgia State University

    2011

    Year 3

    Global  Payments, Inc

    University of Georgia

    2012

    Year 4

    AGCO Corporation

    Wofford College

    2013

    Year 5

    Rock-Tenn Company

    University of Georgia

    2014

    Year 6

    Mowhawk Industries, Inc

    University of Alabama

    2015

    Year 7

    Axiall Corporation

    Wofford College

    2016

    Year 8

    Intercontinental Exchange

    University of Georgia

    2017

    Year 9

    Delta Air Lines

    Kennesaw State University