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 175,000 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 3,400 investment professionals as members. We are committed to leading the investment profession by setting the highest standards of ethics, education and professional excellence. 

The CFA Institute and the CFA Society Switzerland are committed to support and enhance Diversity, Equity and Inclusion efforts in a meaningful way. We recognize that this is only a first step in a global journey forward to help improve our industry’s ability to better serve our increasingly diverse society. 

The CFA Institute Research Challenge in particular encourages gender diversity in the formation of Teams and invites students, professors and universities alike to support female students participation in the Research Challenge.

 

Subject Company

Belimo is the global market leader in the development, production, and sales of field devices for the energy-efficient control of heating, ventilation and air-conditioning systems. Belimo was founded in 1975, and the company employs approximately 2,000 people in over 80 countries. 

 

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)

  • 12 October 2022, 16:00–17:00: Fireside chat: Real estate trend affecting heating, ventilation and air-conditioning with Zoltan Szelyes, CFA, CAIA, CEO at Macro Real Estate (Zoom)

  • 25 October 2022, 10:00–11:00: Fireside chat with Prof. Adrian Altenburger (Professor for Building Technology) from Lucerne School of Engineering and Architecture (HSLU) (Zoom)

  • 25 October 2022, 18:30–20:30: Valuation workshop with Dr. Enzo Modello, CFA (Zoom)

  • 27 October 2022, 14:00–16:00: Financial Modeling with Johannes Post, Partner, Deal Advisory Global Head of Valuation Services, KPMG (online)

  • 10 November 2022, 9:00–10.00: Conference call with a subject company (Zoom)

  • 11 November 2022, 10.00–11:00: Fireside chat with Prof. Parantapa Sawant, Fachhochschule Nordwestschweiz FHNW (Zoom)

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

  • December 2022: Presentations within the university

  • 2 January 2023, 24:00: Report hand in for semi-finalists 

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

  • 11 February 2023, 24:00: 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 Sponsor

CFA Institute Research Challenge Media Partner

FuW

Contact Us

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