Saturday, 6 February 2021, was indeed a memorable day. UM won the CFA Institute Research Challenge national finals yet again, making it a memorable hat-trick! We have defended the title since 2019. Prior to this, we had also won in 2012 and 2016.
This year’s national Challenge which kicked off on 19 September 2020 attracted 126 students who formed 30 teams from 18 universities throughout Malaysia. Our special thanks goes to the industry mentor - whom we affectionately call Mr. Toshi – for his patience, encouragement, and guidance.
The organiser, the CFA Institute, is a professional body whose key qualification, the CFA charter, is widely deemed the gold standard in finance and investment. The Challenge required each participating team to submit a professional investment research analyst's report on a pre-determined stock by 29 November 2020. Each team is guided by an industry mentor and faculty advisor. Of the 30 teams which took part, only the top five qualified for the national finals on 6 February 2021. These finalists presented their findings to a panel of judges, followed by a grueling question and answer session. At the finals, our team beat TAR University College, Sunway College (Team A), and Sunway University (Teams A and B).
The team members are Tan Yun Yi, Ng Kai Hong, Ang Zhen Yuan, Teen Jing Ping, and Lee Zhao Jun, all of whom are Bachelor of Finance students from the Faculty of Business and Accountancy. The team will now represent Malaysia at the Sub-Regional Finals. Please join us in congratulating the team. And we seek your continued support to spur them on.
We also share the links to the short video clips of the previous two Challenges:
This Challenge is not restricted to students from any particular discipline or faculty. In fact, it requires a multi-disciplinary approach and calls for strong analytical, presentation, and argumentative skills. Anyone who is keen to explore applying such skills to a finance/investment context may contact the team members for more information.
Article by the Faculty of Business and Accountancy
