Research Challenge Resources

Prepare for the competition and find inspiration from past winners with these resources.

Student Preparation Resources

Learn how to develop your report, access ESG guides, get tips for researching your company, and more.

Equity Research Report Essentials (PDF)
Equity Valuation Models (Video)
Building the Right “Defense” in Equities (Video)
A Valuation Journey (Video)
Environmental, Social, and Governance Issues in Investing (PDF)
Climate Change Analysis in the Investment Process (PDF)

Competition Information

Review the official rules, written report essentials, official competition cover pages, networking details, and other important information.

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Past Participant Reports & Presentations

View the reports and presentations that earned the win for our past global and regional champions.

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CFA Institute

CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. We promote the highest ethical standards and offer a range of educational opportunities online and around the world.

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