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The New York Society of Security Analysts introduced the Investment
Research Challenge as a means to promote best practices in research
among the next generation of analysts. The Challenge is a six-month
educational initiative in which leading industry professionals teach
business and finance students how to research and report on a publicly
traded company.
The Challenge spans one academic year, and consists
of the following components:
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Training in Research and Report
Writing: Students receive training by attending NYSSA-sponsored
seminars on Insider Tools for Analysts, Report Writing, and Ethics.
Seminars are taught by NYSSA members and are held on campus at
participating universities or at NYSSA.
-
Analysis of a Public Company:
Teams research the same public company, selected by NYSSA, including a
question and answer session with company management.
-
Mentoring By a Professional Research
Analyst: Each team is mentored by a professional research
analyst, who reviews and critiques the team's report.
-
Assessment of Written Reports: A
group of volunteer graders selected from NYSSA’s membership assess
the written research reports and choose four finalist teams to present
to a panel of experts.
-
Presentation of Research to a High-Profile
Panel of Wall Street Experts: The four finalist teams present
their research to a panel of respected Wall Street experts. The winning
team will be selected based on the combined scores for the written
report and the presentation.
The winning team will then advance to the CFA Institute Global Investment Research
Challenge to compete against teams from across the world.
Participating Universities
- Zicklin School of Business, Baruch College of CUNY
- Columbia Business School, Columbia University
- Charles F. Dolan School of Business, Fairfield University
- Graduate School of Business Administration, Fordham University
- Frank G. Zarb School of Business, Hofstra University
- The Hagan School of Business, Iona College
- Stern School of Business, New York University
- Lubin School of Business, Pace University
- Rutgers Business School, Rutgers University
- Stillman School of Business, Seton Hall University
- The Peter J. Tobin College of Business, St. John’s
University
- College of Business, Stony Brook University
- Yale University
- Christos M. Cotsakos College of Business, William Patterson
University
Click
here for information on the 7th Annual
Investment Research Challenge.
Click
here for information on the 6th Annual Investment
Research Challenge.
Click here for information on
the 5th Annual Investment Research Challenge.
Click here for information on
the 4th Annual Investment Research Challenge.
Click here for information on the
3rd Annual Investment Research Challenge.
Click here for information on the
2nd Annual Investment Research Challenge.
For more information on the Investment Research
Challenge, please contact Brian Stype at bstype@nyssa.org.
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