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Global Investment Research ChallengeWhere opportunity favors the prepared mind…Kickoff Meeting – Academic Year 2010-2011

the purpose
The purpose

Teach best and ethical practices in equity research through a real-world experience to the next generation of investment professionals

key components
Key Components

Mentoring by an industry professional

Perform corporate analysis

Interview company management

Write a sell side equity research report

Present to a panel of expert judges

global irc network
Global IRC Network

Americas + New York:

  • 30 Challenges
  • 200 Universities

Asia Pacific:

  • 16 Challenges
  • 140 Universities


  • 14 Challenges
  • 90 Universities
2010 winners progression diagram
2010 Winners’ Progression Diagram

Global Investment Research Challenge

16 teams

New York

Regional Challenge

16 teams

Asia Pacific

Regional Challenge

14 teams


Regional Challenge

29 teams


Regional Challenge



sampling of participants
Sampling of Participants


Boston University

Brigham Young University

Columbia Business School

Faculdade de Economia – Brazil

Fordham University

Harvard University


NYU Stern School of Business

University of Washington

Rice University

University of Arizona

University of Virginia

University of Southern California

Yale University

Asia Pacific

  • The Chinese University of Hong Kong
  • Fudan University
  • Monash University
  • Singapore Management University
  • Institute of Business Administration of Pakistan
  • Shanghai Jiaotong University
  • University of the Philippines

Europe, Middle East & Africa

  • Aalto (Helsinki) School of Economics
  • Bocconi University
  • Trinity College Dublin
  • ESSEC , Paris
  • University of Edinburgh
  • London Business School
  • Rotterdam School of Management
  • University Gottenburg
  • University of Cape Town
  • Wroclaw University

Participating Dutch Universities

  • Tilburg Universty - in Tilburg
  • Maastricht Universty - in Maastricht
  • Erasmus School of Management - in Rotterdam
  • Nyenrode Business Universty - in Breukelen
  • Amsterdam Business School - in Amsterdam
  • Duisenberg School of Finance - in Amsterdam
  • Free University of Amsterdam - in Amsterdam

Participating Belgian Universities

  • Universty of Groning in Groningen
  • KU Leuven - in Leuven
  • Universiteit Antwerpen - in Antwerpen
  • Université de Liège - in Liège/Luik
  • Vlerick Leuven Gent Managemant School - in Luik/Gent
faculty and mentor involvement
Faculty and Mentor Involvement

Faculty Advisor

Charterholder Mentor

Insight and guidance on industry practice

6 hours of productive time maximum

Face to face or virtual

Company management question development

Review first draft of research Report

Presentation development assistance

  • Insight and guidance on research methods and tools as taught in academia
  • 10 hours of productive time maximum
  • Access to faculty for other projects unrelated to IRC is permitted
  • All work must be the original work of the students
subject company
Subject Company
  • ambitious, productive and decisive company that is not afraid of new initiatives.
  • commercial, devoted, firm, daring and sober.
  • most successful young players in the Dutch financial landscape.
  • services for online private and professional investors.
subject company13
Subject Company

2009 report (English and Dutch)

H1 2010 report

interacting with binck bank
Interacting with Binck Bank
  • Designated Officers ONLY
  • Organized Meetings ONLY
  • Mentor or Society Representative must be present for ALL student-Binck Bank interactions
  • Students may contact company suppliers, customers, vendors, etc.
tools for students
Tools for Students
  • CFA Institute Online Ethics Case Study
  • Mentor’s Advice
  • Professor’s Guidance
  • Public Arena
  • Other Challenge Webcasts
  • Report of winning team
  • Presentation of winning team
  • Bloomberg terminal
  • Teams of 3-5 students, the same students throughout competition
  • Enrolled in school at time of final presentation
  • Original work of students
  • No contact with company outside of organized events
  • No purchased or professional research reports may be used
rules continued
Rules, continued
  • Mentors and faculty may NOT contact the company
  • Mentors and faculty may NOT provide inside information or company reports
  • Students, Mentors and Faculty all agree to the CFA Institute Code of Ethics and Standards of Professional Conduct
online ethics case study
Online Ethics Case Study

Ethical Standards for Investment Professionals: An Interactive Case-Based Course


“Preparation is everything; Noah didn’t wait start building the arc until it was raining”

Warren Buffet


CFA Society of the Netherlands

  • Best report EUR 500
  • 1st price EUR 500

CFA Institute

  • Economy Class Airfare for students
  • Hotel Lodging for students and one sponsored guest (faculty advisor, industry mentor, or society administrator)
  • Group Meals
thank you
Thank you



070 344 78 47