Research Challenge


CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that connects university students with investment professionals from within the CFA Society® network. The competition provides students with hands-on mentoring and intensive training in financial analysis and ethics and tests participants' analytical, valuation, reporting writing, and presentation skills.

Members of our society, along with a faculty advisor and an industry mentor, work with teams of students to value a stock, write a research report, and present their recommendations. Teams then compete with peers from other schools at local-level competitions organized and judged by CFA Society members and volunteers. The winning university team(s) from each local competition then advances to see who will become the sub-regional, regional, and global champions. 

Learn more and read FAQs See the schedule and get involved

How to Get Involved

The Research Challenge provides all participants – both individuals and organizations – with incredible opportunities to get involved.

  • Students: Find out if your university participates by asking your professor, our Society, or checking the participating universities list.
  • Universities: Form your team and give students the opportunity to compete against their peers and gain real-world experience.
  • Employers: Become a judge, mentor, grader, speaker, or corporate sponsor.

Hartford Local Competition

The CFA Society Hartford hosts a local competition as part of the annual CFA Institute Global Research Challenge (The Research Challenge) in association with the CFA Society Providence and the CFA Society Stamford. One team of three to five students per university is challenged to conduct an equity analysis of a public company, specified by the CFA Society Hartford. Each university may have up to two teams.

2023 Research Challenge Sponsor - The Princeton Review

CFA Society Hartford | CFA Institute Research Challenges:

2023-2024 Competition

Four finalists Teams: 

  • Central CT State University Team A
  • Providence College Team A
  • Providence College Team C
  • Trinity College

15 Teams from the following 12 Universities

  • Central CT State University (2 teams)
  • Connecticut College
  • Eastern Connecticut State University
  • Providence College (3 teams)
  • Rhode Island College
  • Sacred Heart University
  • Southern Connecticut State University
  • Trinity College
  • UConn Stamford
  • UConn Storrs
  • University of New Haven
  • Yale School of Management / Yale College


October 26, 2023

5:30 Zoom 

View Recording

Local CFA Research Challenge Kickoff - Password required to view

November 9, 2023

Student Registration

Volunteer Registration

Student, Faculty Advisor, & Industry Mentor Registration Complete

November 30, 2023

5:30 - 7:00 pm / Zoom

View Recording

Subject Company Informational Presentation and Student Q&A - Password required to view

December 29, 2023


Team follow-up questions for Subject Company emailed to coordinators.  Team e-mails Michelle Rotondo

January 8, 2024


Subject Company responds to follow-up questions

January 21, 2024

1st Draft due to Industry Mentor

February 4, 2024

Email by Midnight

Final Written Report Due - Teams e-mail

February 12, 2024

Announcement of 4 Finalist Teams. Teams alerted via email from Michelle Rotondo

February 26, 2024

5:00 - 8:00 pm

UConn Graduate Center

Local Final Presentations


Due to inclement weather, the Finals were streamed live.

  • Subject Company: Kaman Corporation
  • Participating Universities: Bryant University, Central CT State University, Eastern CT State University, Providence College, Sacred Heart University, Trinity College, UCONN - Stamford, UCONN - Storrs, University of Hartford. University of New Haven, Yale University
  • Finalist Teams: Sacred Heart University, Providence College, UCONN - Stamford, Central CT State University 
  • Winning Team: Sacred Heart University


  • Subject Company: Otis Worldwide
  • Participating Universities: Bryant University, Providence College, Sacred Heart University, Trinity College, UCONN, UCONN Stamford, University of Hartford, University of New Haven, Yale School of Management
  • Finalist Teams: Providence College, UConn – Storrs, UConn – Stamford, Bryant University
  • Winning Team: Providence College | Presentation
  • View Photos
  • View Team Final Presentation Video


  • Subject Company: Interactive Brokers
  • Kick-Off Presentation
  • Participating UniversitiesBryant University, Providence College, Trinity College, Sacred Heart University, Southern Connecticut State University, UCONN, UCONN Stamford, University of Hartford, University of New Haven, Yale School of Management
  • Finalist Teams: UConn, Providence College, and Trinity College
  • Winning Team: Providence College | Presentation
  • Student Presentations Video


  • Subject Company  FACTSET
  • Participating Universities: Bryant University, University of New Haven, Sacred Heart University Trinity College, UConn – Graduate, UConn – Stamford, UConn – Storrs, Southern CT State University, Providence College
  • Finalist Teams: Bryant, Providence College, Trinity College, UCONN Stamford
  • Winning Team: Providence College | Presentation
  • View Student Presentations Video


  • Subject Company SS&C Technologies
  • Video Kickoff Presentation
  • Participating Universities:  Bryant University, Providence College, Sacred Heart University, Trinity College, UCONN, UCONN Stamford, University of New Haven
  • Finalist Teams: University of New Haven, UConn - Storrs, UConn - Hartford Graduate Team
  • Winning Team: University of Connecticut, Hartford Graduate Team | Presentation
  • Video of Student Presentations
  • View Photos




        • Subject Company: Barnes Group
        • Local Kick-Off Presentation
        • Participating Universities: Central Connecticut State University, New Haven University, Providence College, Southern Connecticut State University, Trinity College, UConn, University of Hartford
        • Finalist Teams: Providence College (2 Teams), Trinity and UConn
        • View Photos


          • Subject Company: Stanley Black & Decker
          • Participating Universities: Bryant University, Providence, Trinity College, University of Hartford
          • View Photos


          • Subject company: Aetna