CFA Institute Research Challenge

An educational initiative that promotes best practices in equity research among the next generation of analysts

The CFA Institute Research Challenge is an annual global competition which provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student participant will be tested on their analytic, valuation, report writing and presentation skills and gain real-world experience as they assume the role of a research analyst.

More than 5,500 students from over 1,100 universities, 112 CFA Local Level Challenges, and 150 local hosts in 87 countries and territories with more than 3,500 dedicated member volunteers participated in the 2017-2018 CFA Institute Research Challenge.

Click here for details on how the Research Challenge works.

CFA Society Chicago is proud to host the local level of the CFA Institute Research Challenge in Chicago.

Schedule of Events

Research Challenge spans October 2018 through February 2019 and consists of the following components:

• CFA Society Chicago Research Challenge Kick-Off Webinar (October 5, 2018)

• CFA Society Chicago to officially announce Feature Company (October 5, 2018)

• CFA Society Chicago to assign each team an industry mentor (No later than November 1, 2018)

• Teams finalized and registered with CFA Society Chicago and CFA Institute (October 19, 2018)

• Student Registration

• Volunteer Registration

• Student and Faculty Advisor registration deadline for Feature Company Presentation (November 1, 2018)

• Feature Company Presentation (November 2, 2018 – Northern Trust)

• Equity Research Report due to CFA Society Chicago (January 18, 2019)

• Advancing Teams Announced (February 5, 2019)

• CFA Society Chicago Local Level Competition (March 1, 2019 – Morningstar)

• Americas Regionals (April 23-24, 2019 – New York)

• Global Final (April 25, 2019 – New York)

Feature Company: Baxter

Every day, millions of patients and caregivers rely on Baxter’s leading portfolio of critical care, nutrition, renal, hospital and surgical products. For more than 85 years, we’ve been operating at the critical intersection where innovations that save and sustain lives meet the healthcare providers that make it happen. With products, technologies and therapies available in more than 100 countries, Baxter’s employees worldwide are now building upon the company’s rich heritage of medical breakthroughs to advance the next generation of transformative healthcare innovations. To learn more, visit www.baxter.com and follow them on Twitter, LinkedIn and Facebook.

2018 - 2019 Program

Participating Universities (As of November 2, 2018)

Augustana College
Aurora University
Benedictine University
Illinois Institute of Technology
Lake Forest College
Loyola University (Two Teams)
Northern Illinois University
Olivet University
St. Xavier University
University of Illinois Urbana-Champaign
University of Chicago
University of Chicago Booth School of Business

QUESTIONS?

2018 – 2019 CFA Society Chicago

Local Level Winner

Illinois Institute of Technology