Research Challenge Terms
Faculty Advisors – faculty employed by the team's university; they provide guidance and direction to the team throughout all levels of competition.
Report Graders – selected by the competition host to evaluate the written reports.
Presentation Judges – selected by the competition host to evaluate the presentations.
Host – the CFA Institute Member Society, CFA Institute, or CFA Institute approved third-party responsible for sponsoring either the local level, regional level, or global level of the Research Challenge.
Industry Mentors – are industry professionals, preferably CFA charterholders, assigned to the team by the host to review the team’s written report and provide critique of the presentation.
Participants – faculty advisors, report graders, presentation judges, industry mentors, and team members involved in the Challenge.
Presentation – ten-minute oral and visual presentation prepared by the team.
Subject Company – a publicly traded company assigned by the host to the team as the basis for the written report and presentation.
Team – three to five undergraduate or graduate students that produce the written report and the presentation.
Team Member – one of the three to five students comprising the team.
Written Report – the written research report on the subject company prepared by the team.