CFA Institute Research Challenge 2022/2023 in Switzerland

 

 

Greatness Happens Here

 

After a very successful 2021/2022 season, with the team from University of Lausanne representing CFA Society Switzerland at the EMEA Regional Final , we are pleased to officially launch the 2022/2023 season -  the 14th 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 191,000 members and more than 160 member societies. CFA Institute awards the CFA Charter, the CIPM designation and runs the Investment Foundations Program. In Switzerland, the society has more than 3,300 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

 

Will be announced at the begging of the semester. 

 

Updates from CFA Institute

The rules of the CFA Institute Research Challenge are unchanged compared to last year. 

 

  

Important dates

  • Early August 2022: Official announcement of the Research Challenge

  • Mid September 2022: Announcement of the subject company

  • 29 September 2022: Kick-Off (afternoon) in Zurich (in-person)

  • October 2022: Students contact their mentor (confirmation)

  • 10 November 2022, morning: Conference call with a subject company

  • October/November/December 2022: Students work on reports

  • December 2022: Presentations within the university

  • Early January 2023: Report hand in for semi-finalists 

  • 1-2 February 2023: Presentation Skills Boot camp for semi-finalists

  • TBC February 2023: Presentation hand in for semi-finalists

  • 15 February 2023, afternoon: Swiss local semi-finals (Zurich)

  • 16 February 2023, afternoon: Swiss local final and Award Ceremony (Zurich)

 

 

Student resources

Students - get involved (CFA Institute)

Students - preparation page (CFA Institute)

Past Global Winners’ reports and slides

Free Resources to Succeed in the Research Challenge

 

 

 

 

CFA Institute Research Challenge Platinum Sponsor

CFA Institute Research Challenge Gold Sponsors

CFA Institute Research Challenge Media Partner

FuW

Contact Us

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