All participating teams of CFA Institute Research Challenge are required to use the following guidelines for Research Report formatting.
Please note that each team must adhere to the following report format strictly. Please note that there are no rules/formatting guidelines for presentation. If you have any questions with respect to report format, please email us at email@example.com
Please refer section 2.5 “ Written report”
*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 scoring rubric as prescribed in official rules. Take note of the comments section, which presents reasons why points may be deducted from each section.
Please make sure that you send the PDF version for the report along with the word document since the margins for the word document can be really messed-up if anyone opens the same in a newer or older version of Microsoft office (eg. opening 2010 version in an older version or similar).
Please double check a printed version (hard copy) of your report for any visible formatting errors vs. the PDF/Doc version. Lot of graders would be getting a hard copy of the report for grading and once you submit the report, you won't be allowed to change anything.
Please ensure that your actual college name or Pseudo team name is not mentioned anywhere in the report including headers/footers or as sources to the charts/tables. For all practical purposes, use Student Research as the source for your own data/tables/charts. The only place where you would mention the actual name of the university/college is on the file name which you submit. We will provide you Team code which should be used for written report/PPT/Zonal final.
Winning report ( 2013-14) : http://www.cfainstitute.org/community/challenge/about/Pages/past_champions.aspx
Winning report (2012-13) : http://www.cfainstitute.org/community/challenge/Documents/rc_2013_rpt_wroclaw_univ.pdf
2013-14 Global Winner's Video
Videos of presentations are here (2013-14): https://www.youtube.com/user/CFAChallenge/videos?sort=dd&shelf_id=1&view=0