CFA Institute Research Challenge 2021/2022 in Switzerland

 

 

About 2021/2022 Season:

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. 

  

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)

  • 11 November 2021, afternoon: Conference call with a subject company. 

  • October/November/December 2021: Students work on reports

  • December 2021: Presentations within the university

  • Early January 2021: Report hand in for Swiss finalists (Date TBC)

  • Early February 2022: Presentation Skills Bootcamp (Date TBC)

  • Early February 2022: Presentation hand in for finalists (Date TBC)

  • 15 February 2022, afternoon: Swiss local semi-finals (Zurich)

  • 16 February 2022, afternoon: Swiss local final and Award Ceremony (Zurich)

  • March and April 2022: Western Europe Sub-Regional round, EMEA Regional Semi-Final, EMEA Regional Final and Global Final 

 

 

Student resources

Students - get involved (CFA Institute)

Students - preparation page (CFA Institute)

Past Global Winners’ reports and slides

 

 

 

 

Contact Us

Want to learn more about the Research Challenge? Then get in touch.