CFA Society Sri Lanka kicks off local round of CFA Institute Global Research Challenge 2022

CFA Society Sri Lanka will host the local leg of the CFA Institute Global Research Challenge scheduled to kick off on October 14th.  

Chartered Financial Analysts – CFA Society Sri Lanka, a representative of CFA Institute, the global association of investment professionals made up of portfolio managers, investment advisors, educators and other financial professionals will hold the local level of this global competition in February 2022 and applications will close on 8thOctober 2021.

During the local round, teams of three to five students from Sri Lanka’s leading universities in both public and private sector will compete for a place in the sub-regional competition, while the Global Final will be held in New York City in May 2022.

The CFA Institute Research Challenge is comprised of:
Research Challenge Global Final–The local challenge winners compete at the sub-regional and regional levels prior to progressing to compete at the Global Final. At the Analysis of a publicly-traded company - Teams research a publicly traded company. The company’s management presents information to the student teams and is available to answer student questions. 

Guidance from an industry mentor - Each team works with a CFA charterholder who mentors the team during the research process and reviews and critiques its report. 

Writing a research report - Each team produces an Initiation of Coverage report on its chosen company. The report is reviewed and scored by a group of graders. 

Presentation of research to a panel of experts- The teams with the highest scores make their final presentations at the local final,  evaluated by a panel of experts. Panelists may include heads of research, portfolio managers, chief investment officers and industry experts. The team with the highest combined written report and presentation score is the winner and advances to the sub-regional level of the Research Challenge.

Advancement to the CFA Institute regional and global stages of the Research Challenge, teams are evaluated solely on their presentations. 

To learn how universities can take part in this competition, please email to [email protected] or visit the CFA Institute Research Challenge website.