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RC Written Report Guidelines

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15 views

RC Written Report Guidelines

Uploaded by

Carlos José
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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CFA INSTITUTE

RESEARCH CHALLENGE
www.cfainstitute.org/researchchallenge
Each team must prepare a written research report on the subject company chosen by the local host.
Teams may utilize their industry mentor or faculty adviser as resources, but may not enlist the help
of any other professionals in writing the actual report.

The Written Report must:

• be no longer than ten (10) pages (not including the front cover provided by CFA Institute) on
A4 sized paper, although you may include an appendix no longer than 10 A4 sized pages;
• include the following information:
o Company name
o Exchange
o Ticker symbol
o Sector
o Industry
o Recommendation (buy/sell/hold)
o Current price (as of __date)
o Target price (% increase/decrease)
• contain only publicly available information;
• be the original work of the team members;
• be prepared from the perspective of an independent research analyst;
• be submitted to the local-level host by the deadline established by the host;
• include the front cover provided by CFA Institute (teams must fill in the information indicated
in highlighted text and may not alter any other part of the cover, including the CFA Institute
logo); and
• contain (but is not limited to*) the following sections:
o Business Description
o Industry Overview and Competitive Positioning
o Investment Summary
o Valuation
o Financial Analysis
o Investment Risks
o Environmental, Social, and Governance

*You may also include other headings that cover important information not otherwise covered in the
sections listed above.

The reports will be graded based on the following scoring rubric. Take note of the comments section,
which presents reasons why points may be deducted from each section.
Research Report Evaluation Form

MAXIMUM
SECTION COMMENTS
POINTS
Business Description
5

Industry Overview &


Competitive Positioning
10

Investment Summary
15

Valuation
20

Financial Analysis
20

Investment Risks
15

Environmental, Social,
Governance
15

Total 100

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