CFA Institute Research Challenge 2021/2022 in Switzerland

17 May 2022: CFA Institute Research Challenge Global Final

A student team from Northern Illinois University has been named the Global Champion at the 16th annual CFA Institute Research Challenge.

28 April 2022: CFA Institute Research Challenge EMEA Regional Final

Congratulations to IE Business School and Polytechnic University of Milan for winning for winning the EMEA Regional Final!

7 April 2022: CFA Institute Research Challenge EMEA Regional Semi-Final results

Team representing the University of Lausanne qualified for the EMEA Regional Final on 28 April 2022. They are now one of the six best teams in the EMEA region. Congratulations to Mikael Augusto, Ugo Portella, Emilien Isakov, Jeremy Roulier and Gabriel Mendes for the excellent presentation and very strong Q&A presented in front of international judges!

16 Februar 2022: CFA Institute Research Challenge 2021/2022 in Switzerland and Liechtenstein results

🥇 University of Lausanne

🥈 University of Liechtenstein

🥉 University of St. Gallen

Watch the recording of the final presentations

University of Lausanne: Jeremy Roulier, Gabriel Mendes, Emilien Isakov, Ugo Portella und Mikael Augusto

University of Liechtenstein: Moritz Graf, Amina Sherif and Fabian Koeffel (missing Christian Taylor)

University of St. Gallen: Maximilian Serfling, Johannes Schädler, Dolma Laetitia Blattner and Sven Hartmann

Greatness Happens Here

After a very successful 2020/2021 season, with the team from University of Bern representing CFA Society Switzerland at the EMEA Regional Final , we are pleased to officially launch the 2021/2022 season - the 13th CFA Institute Research Challenge in Switzerland.

The Research Challenge is an annual competition between teams of students in preparing an investment case consisting of a detailed research report and a presentation of a listed Swiss company. The important dates are listed below.

Students will be supported by industry mentors and must present their results in front of a panel of senior investment professionals. The challenge provides students with a unique opportunity to gain first-hand experience in the investment world and to interact intensively with investment professionals and CFA charterholders.

In setting up the challenge, the CFA Society Switzerland is trying to promote best practices in equity research and company analysis. CFA Society Switzerland is a member society of CFA Institute, the largest global association of investment professionals with more than 170,000 members and 157 member societies. CFA Institute awards the CFA Charter, the CIPM designation and runs the Investment Foundations Program. In Switzerland, the society has more than 3,000 investment professionals as members. We are committed to leading the investment profession by setting the highest standards of ethics, education and professional excellence.

Subject Company

SIG is a leading systems and solution provider for aseptic packaging, headquartered in Neuhausen am Rheinfall, Canton of Schaffhausen.

Updates from CFA Institute

The Official Rules have been updated for the 2021-2022 season and you can view the explanation of the changes in the Rules Change Overview. Here are some notable changes:

Unlimited number of teams per university (with local host approval)
Number of teams advancing from the local round is based on total number of participating teams rather than total universities
Written report appendix length has been shortened
Written report will no longer be scored past the local round of the competition
Regional and Global Final Q&A sessions will be increased by five minutes

Important dates

Early August 2021: Official announcement of the Research Challenge
Mid September 2021: Announcement of the subject company
7 October 2021: Kick-Off (afternoon) in Zurich (in-person)
October 2021: Students contact their mentor (confirmation)
20 October 2021, 10:30–12:00, CET: Webinar for students, ESG with Sebastian Wiesel, ESG Data Scientist at J. Safra Sarasin
21 October 2021, 14:00–15:00, CET: Webinar for students with Sven Benz, Brand and Packaging, Lidl
27 October 2021, 09:00–11:00, CET: Financial Modelling training with Johannes Post, Partner, Deal Advisory and Global Head of Valuation Services, KPMG
5 November 2021, 10:00–11:00, CET: Webinar for students with Jane Muncke, Food Packaging Forum Foundation
16 November 2021, 15:30–17:00, CET (NOTE THE DATE CHANGE): Conference call with a subject company
October/November/December 2021: Students work on reports
December 2021: Presentations within the university
4 January 2022, 24:00, CET: Report hand in for Swiss semi-finalists
7-8 February 2022: Presentation Skills Boot camp
12 February 2022, 24:00, CET: Presentation hand in for semi-finalists
15 February 2022, afternoon: Swiss local semi-finals (Zurich)
16 February 2022, afternoon: Swiss local final and Award Ceremony (Zurich)
EMEA Semifinals: 7 April 2022, 3pm CEST (9am ET) online
EMEA Regional Final: 28 April 2022, 3pm CEST (9am ET) online
Global Final: Airing 17 May 2022 during Alpha Summit GLOBAL. Teams present live on 16 May 2022, online