competition/cfa-institute-research-challenge-2020-21

CFA Institute Research Challenge 2020-21

CFA Institute Research Challenge 2020-21

Deadline: 24 Sep 2020 (Closed)
Location: Hong Kong

To: UG Year 2 or above students,

 

You are cordially invited to participate in the CFA Institute Research Challenge 2020-21 as organized by CFA Society Hong Kong.

 

This educational initiative, held for the 16th consecutive year, is a global competition which is designed to promote best practices in research among the next generation of analysts through hands-on mentoring and intensive training in company analysis. It is intended to complement university curriculum by simulating the real world experience of an equity analyst with the assistance of mentors.  Teams of participants will analyze a Hong Kong listed company in-depth: meeting the company management, writing a research report and the 5 teams with highest written report scores will be presenting their research results and recommendations to a high-profile panel of judges at the Live Virtual Report Presentation and Award Ceremony on Saturday, February 20, 2021.  Apart from knowledge-based requirements, all participants should also abide by the Code of Ethics and Standards of Professional Conduct of CFA Institute. Winners will be rewarded with scholarship, certificates, trophies and prizes.

 

The winning team at the Local Final will advance to the Regional Final and compete with the winning teams from other geographical regions for the opportunities to enter the Global Challenge in the pursuit of the final championship.  The Global Challenge consists of winners of the Regional Finals held in Asia Pacific, Europe and America. Due to the outbreak of COVID-19, to serve the dual purposes of accommodating public health considerations and recognizing the great work of our student participants, the Hong Kong, Regional and Global finals will be conducted virtually. Each Research Challenge season leverages the efforts of over 150 CFA member societies, more than 4,000 member volunteers, and more than 6,400 students from over 1,100 universities worldwide including top business schools being ranked in Financial Times.

 

Eligibility:

 

1.  Year 2 or above students in the academic year of 2020-21 who have NEVER participated in this competition

 

2.  Students from all Faculties are welcome to join, but each team should have at least 1 member from HKU Business School

 

Application Method:

 

1.  Form a team of THREE to FIVE students.

 

2.  Apply online HERE. Each team member should submit an online application by filling in the same team name and indicate your role as team leader or team member. Please upload your CV at the end of the online application.

 

3.  Each group has to submit a written report (following the Written Reports Guidelines on P.6 of the Research Challenge - HK Local Final Rules 2020-21) to provide investment recommendation of the listed company Cafe de Coral Holdings Limited (0341.HK). Team leader should email the completed report to Ms. Kit Hau (kithkt@hku.hk) by the application deadline.

 

*Please note that this report is for the School’s preliminary selection purpose only. You need to submit another report if your team is being selected to take part in this competition on behalf of our School.

 

**The team with the best written report will be selected.

 

Application Deadline: September 24, 2020 (Thursday)

 

Information Sessions

Two information sessions will be held in September to give you more details regarding this year’s CFA Institute Research Challenge. Interested students should register for either session through the registration links below: