CFA Society Toronto Announces Ontario university finalists for the CFA Institute Research Challenge

TORONTO, Jan. 23, 2013 /CNW/ - CFA Society Toronto has chosen four Ontario university teams as finalists for the annual CFA Institute Research Challenge, a global equity research competition among student teams from elite business and finance programs.

Student teams from the following universities will present their research and analysis of the subject company, Canadian dollar store operator Dollarama, to a panel of financial industry professionals in Toronto on February 13, 2013, at the Royal Bank of Canada:

  • Queen's School of Business
  • University of Toronto Scarborough
  • University of Waterloo
  • Wilfrid Laurier University

The CFA Institute Research Challenge is a unique educational competition for students that allows participants to assume the role of investment research analysts. The annual competition offers participants the opportunity to develop and present an equity research report on a locally relevant company and compete on a global basis with peers from top business schools. Each team works with a CFA (Chartered Financial Analyst) charterholder who mentors the team during the research process and reviews and critiques its report.

This annual educational initiative is designed to promote best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

"CFA Society Toronto's commitment to education encompasses both current and future investment professionals.  Participation in CFA Institute's Research Challenge is an important step students can take leading them to future success." said Peter S. Jarvis, CFA, Executive Director of CFA Society Toronto.

This year, more than 3,500 students and 650 universities in more than 55 countries  will participate in local Challenge events, culminating in a global final in London in April 2013. The winning team will be determined based on the quality of its written analysis and presentation. This team will qualify for the Americas Regional competition to be held in Toronto on March 21, 2013. The regional winner will advance to the global final in London, UK in April.

For more information visit the CFA Institute Research Challenge website

About CFA Society Toronto
CFA Society Toronto supports the professional and business development of more than 8,000 CFA charterholders in Toronto, making it the second largest member society in the world. It provides members with a local perspective on a global designation, including: educational programs, sponsored events, job postings, quarterly newsletters, a comprehensive affinity program and networking opportunities. A not-for-profit organization, CFA Society Toronto is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. CFA Society Toronto's members are leaders in ethics in the financial community. For more information, please refer to

About CFA Institute
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors' interests come first, markets function at their best, and economies grow. CFA Institute has more than 113,000 members in 137 countries and territories, including 105,000 CFA charterholders, and 138 member societies. For more information, visit

SOURCE: CFA Society Toronto

For further information:

Media contacts CFA Society Toronto 
Sara Pacella
416.366.5755 X235

Media contacts CFA Institute 
Sarah-Jane Purvis

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