The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyse a publicly traded company.  Teams write a research report on their assigned company with a buy, sell, or hold recommendation and may be asked to present and defend their analysis to a panel of industry professionals.

The New Zealand competition of the 2018 Research Challenge is being held on 5 October.

The competing teams are:

  • Auckland University of Technology
  • Lincoln University
  • Massey University
  • University of Auckland
  • University of Canterbury
  • University of Otago
  • University of Waikato
  • Victoria University of Wellington

Acknowledgments

CFA Society New Zealand would like to extend our sincere thanks to the following people and organisations for their part in making the local Research Challenge a success:

  • The teams and their mentors
  • The judges
  • The organisation being analysed, this is Comvita for the 2018 competition
  • Kaplan Schweser for sponsorship
  • KPMG for hosting the event
  • James Boyle for his organisation and expertise, project managing the competition

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