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 an 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:
-
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
- Johnson School, Cornell University
- Charles F. Dolan School of Business, Fairfield University
- Schools of Business, 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
- Quinnipiac 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
8th Annual Investment Research
Challenge Winners
Fordham University
Fordham University’s College of Business Administration team
was selected as the winner of the 8th Annual Investment Research
Challenge, held on February 25 at Thomson Reuters in Times Square. As a
result, the team closed the NASDAQ Stock Market on March 1 and will compete in
the 4th Annual Global Investment Research Challenge.
Team Fordham pictured left to right: Ravi Misra, Thomas
Messineo (captain), Alex Ng, and Jonathan
Ball
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IRC Information Links
Click
here for information on the 8th Annual Investment Research
Challenge.
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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