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 2022 CFA Institute Research Challenge

On 14 October 2022 six universities were tested on their analytical, valuation, report writing, and presentation skills.  The organisation analysed was Fisher and Paykel Healthcare.  It was an in-person competition help at KPMG Auckland.

First place: University of Otago
Will Twiss, Katie Fisher, Andrew Wierda, Charlotte Leslie, Josie Wilson

Second place: Auckland University of Technology
Sam Hadley, Tuocheng Li, Nea Steiner

Third place: University of Auckland
Jarrod Ong, Wynton Brick, Ellie Xu, Salvy Fung, Youxiang Lei

The other universities competing were; Lincoln University, University of Waikato,  University of Canterbury.

A huge thanks to everyone who contributed:
Faculty advisors:
Jose Da Fonseca, Wanyi Yang, Karis Wang, Moritz Wagner, Helen Roberts, Stephen Bowden
Industry mentors: Murray Scott, John Middleton, Tom Deacon, Matt Montgomerie, Paige Henessy, Barbara Salazar, Tobias Newton, Angus Simpson
Judges: Linda Van, CFA, Manuel Greenland, Andrew Bolland, CFA
Organisers:  Erin Mia Prkusic and Erin Hasemore-Slieker
Sponsors: KPMG who generously hosted the competition at their premises

(pics from the 2022 competition in Auckland)


About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

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