Competition Format

• Equity Research Competition

• Each team writes 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.
Competition Structure
▪ Local Round: Equity Report Submission
▪ Zonal Rounds: 4 zones in India
▪ National Finals:
▪ Bloomberg, Mumbai
▪ January 2020
▪ Asia Pacific Regional:
▪ 18-19th March 2020
▪ Seoul, South Korea
▪ Global Final: Global final of the 14th Annual CFA Institute Research
Challenge®
▪ 22nd April 2020
▪ New York, USA
History of IIFT

2012 2013 2014 2017 2019

Team Structure and Selection
• Team Composition: 3 Seniors + 2 Juniors
• Final Interview Round by faculty panel
• Judged on:
• Financial Aptitude (flare for finance)
• All streams can apply (that includes engineers ;) )
• PPT and communication skills
• Following people cannot apply:
• CFA Charter holders
• Prior work experience in fundamental company analysis or equity research
• Student exchange program