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.


AUT.jpg2017 New Zealand Research Challenge winners from AUT University (in pink ties).  Also Jeff Stangl, President of CFA Society New Zealand (far left), judges (right to left) Matthew Henry, Michael Kenealy, Andrew Bolland.

CFA Society New Zealand congratulates AUT University for winning the New Zealand 2017 Research Challenge.

The AUT team members were Connor Smith-Traill, Jordan Sanford, Russ Wilcox, Santiago Escobar and Shashank Bharadwaj.

The following universities competed in the 2017 New Zealand competition:

AUT University

Lincoln University

Massey University

University of Auckland

University of Otago

Waikato University

Having won the local competition, the AUT team go on to compete against other winning teams in the Asia Pacific region on 26 April 2018 in Kuala Lumpur, Malaysia.


Our thanks and congratulations to all of the teams and their mentors for the high standards they demonstrated.

Special thanks to KPMG, which sponsored the event in New Zealand. Thanks also to the judges Matthew Henry, Michael Kenealy, Andrew Bolland, and Alvin Hu, who organised the event.


Go Back