Special Thanks to:

Our Sponsor

Our 2026 Subject Company


Research Challenge

The CFA Institute Research Challenge is a global competition that tests the analytic, valuation, report writing, and presentation skills of university students. The challenge comprises analysis of a publicly-traded company, mentoring by a professional research analyst, writing a research report, and presentation of research to a panel of experts.  The first Research Challenge competition was hosted by the New York Society of Security Analysts in 2002 and involved just five teams from the New York area. Since then, the competition has grown to include thousands of students from over 1,000 universities in more than 75 countries.



Congratulations To Our 2026 Winner



Volunteers

The challenge is a volunteer-intensive effort and requires the participation of many industry-leading portfolio managers and analysts.  Volunteering opportunities include grading written research reports, mentoring a team, or judging oral presentations.  CFA continuing education credit may be available for volunteering.  If you are interested in helping in any of these capacities, please email us at [email protected]

Students and Faculty

If you are a student or faculty member from a college or university in Georgia, South Carolina, or Alabama and are interested in joining this year’s CFA Institute Research Challenge Southern Classic, please send an email to [email protected].

Past Champions

Date Year Subject Company Winner
2026 Year 18 Invesco Kennesaw State University
2025 Year 17 Carter's Mercer University
2024 Year 16 Southern Company Kennesaw State University
2023 Year 15 Pulte Group Kennesaw State University
2022 Year 14 Genuine Parts Company Mercer University
2021 Year 13 Aflac Mercer University
2020 Year 12 The Coca-Cola Company Kennesaw State University
2019 Year 11 HD Supply Holdings  University of South Carolina
2018 Year 10 UPS University of South Carolina
2017 Year 9 Delta Air Lines Kennesaw State University
2016 Year 8 Intercontinental Exchange University of Georgia
2015 Year 7 Axiall Corporation Wofford College
2014 Year 6 Mohawk Industries, Inc University of Alabama
2013 Year 5 Rock-Tenn Company University of Georgia
2012 Year 4 AGCO Corporation Wofford College
2011 Year 3 Global Payments, Inc University of Georgia
2010 Year 2 Cbeyond, Inc Georgia State University
2009 Year 1 MedAssets, Inc Georgia Tech