Report Format

Report Format



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 team@iaipirc.org

 

Official Rules:

Please refer section 2.5 “ Written report”

 

http://www.cfainstitute.org/community/challenge/Documents/research_challenge_official_rules.pdf

 

The Written Report must:

 

  •  be no longer than ten (10) pages (not including the front and back covers provided by CFA Institute) on A4 sized paper (210mm × 297mm, 8.27” × 11.69”), But you may include an appendix of infinite length; (Instructions on how to change the paper size in Microsoft Word are available in Attachment C -(page no. 17) given in official rules).
  •  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 and back covers (disclosure) provided by CFA Institute (teams must fill in the information indicated in highlighted text and may not alter any other part of the covers, including the CFA Institute logo); and
  •  include the following information:
    • Company name
    • Exchange
    • Ticker symbol
    • Sector
    • Industry
    • Recommendation (buy/sell/hold)
    • Current price (as of __date)
    • Target price (% increase/decrease)
  •  contain (but is not limited to*) the following sections:
    • Business Description
    • Industry Overview and Competitive Positioning
    • Investment Summary
    • Valuation
    • Financial Analysis
    • Investment Risks

*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.

 

PDF and Doc Version

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).

 

Hard copy of the report

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.

 

Team name : New names to be announced soon

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.

 

Reference:

http://www.cfainstitute.org/community/challenge/about/Pages/past_champions.aspx

 

Last year Global Winner’s Report (may not be in sync with New rules, can be used to see the quality of research rather than the formatting)

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

http://bcove.me/0cgclc9n

 

Presentation copy

http://www.cfainstitute.org/community/challenge/Documents/rc_2013_winning_presentation_wroclaw_univ.pdf 
Videos of presentations are here (2013-14): https://www.youtube.com/user/CFAChallenge/videos?sort=dd&shelf_id=1&view=0

 

Last year's Asia Pacific Winner's Report ( " Report_NMIMS India_Asia Pac Winner_HDFC Bank.pdf " )

Download Files 
http://www.youtube.com/user/CFAChallenge/videos