UP Diliman named winner of 8th Annual CFA Institute Research Challenge

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UP Diliman named winner of 8th Annual CFA Institute Research Challenge
UP Diliman faced off against more than 800 universities across the world for the winning tilt in the 'Investment Olympics' for finance students
 

MANILA, Philippines – The University of the Philippines-Diliman is the winner of the 8th annual CFA Institute Research Challenge Global Final, an annual competition considered as “The Investment Olympics” for university students.

The winning team of future investment professionals was announced after a tough final round with Politecnico di Milano and the University of Missouri, Kansas City. The Research Challenge offers students the unique opportunity to learn applicable professional skills from leading industry experts and gain real-world experience as they assume the role of a research analyst. The University of Philippines Diliman also won the Global Final in 2010.

Jointly hosted in Singapore by CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials, and CFA Society Singapore, the Global Final was made up of 3 teams from leading universities and business schools across the world. The winning team of Geoffrey Archangel Bautista, Diego Mikhail de Ocampo, Nigel Williamson Lee, Corrine Francesca Reyes and Miguel Alfonso Solidum, with mentor by Raymund Abara, CFA, faced-off against winning teams from Italy and the United States. Globally, more than 3,700 students from more than 825 universities have participated in some stage of the challenge which stretches from May 2013 to April 2014. 

“The level of talent we have seen throughout this global contest has been remarkable,” said John Bowman, CFA, managing director and co-lead of Education, CFA Institute. “We congratulate the University of the Philippines Diliman who have proven themselves to be solid representatives of the future of our industry. Aspiring financial professionals like those who participated in the Research Challenge are agents of the next era of finance – one of integrity, stewardship and ethical excellence. Through their strong leadership, knowledge and ethics we can move closer to restoring investor trust.”

The CFA Institute Research Challenge is an annual educational initiative that promotes best practices in equity research through hands-on mentoring and intensive training in company analysis and presentation skills. Through the course of the competition, which requires hundreds of hours of preparation, participants received mentoring from an industry professional as they analyzed a publicly traded company, wrote a professional research report, and presented their research results and recommendations to a high-profile panel of experts. Ethics and professional standards were at the core and all participants were held to the CFA Institute Code of Ethics and Standards of Professional Conduct. Points were awarded to teams on the basis of their investment case, their poise, and their ability to answer the judges’ questions.

The winning University of Philippines Diliman team presented and defended a report on the Manila Electric Company to a panel of investment industry experts that included:

  • Manraj Sekhon, CFA, CEO and CIO, Fullerton Fund Management Co Ltd.
  • Adrian Ciocoi, CFA, Equity Research Analyst, Riedel Research Group Ltd.
  • Mohammad Shoaib, CFA, Chief Executive, Al Meezan Investment Management Ltd.
  • Keith Neruda, CFA, Founder and Managing Director, Equity Pricing Strategies

The winning team was awarded a $10,000 grant for the University of the Philippines, and each team member received a scholarship for the CFA Program. – Rappler.com 


COL Financial congratulates the winners of the 8th annual CFA Institute Research Challenge Global Final, a competition considered as the ‘Investment Olympics’ for university students. Being the only country in the world to win the global championship twice since it started is indeed a remarkable feat!

As the trusted leader in the online stockbrokerage industry, COL has consistently advocated the value of continued education. It has remained consistent in supporting various opportunities to help nurture the learning of those who want to be in the financial industry.

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