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Insights & Updates

The Analyst

Get the latest thought leadership and news from CFA Society Toronto.
Our quarterly publication is now available on our new interactive platform.
Sustainability

Best Practices in Sustainable Investing

Sustainable investing has gained momentum in the investment industry as ESG (environmental, social and governance) companies mostly outperformed their broader index counterparts during ...

Education

Top 10 Takeaways from The ESG Bootcamp

In June, CFA Society Toronto held a three-session ESG (Environmental, Social, and Governance) bootcamp for portfolio managers, analysts, and other industry ...

Investment Industry

Information Overload

Privacy protection in the investment industry

Privacy protection is an important area of regulatory compliance. It is not new knowledge that government agencies are responsible for privacy protection in ...

Investment Industry

The Canadian Investment Scene

Living up to our international reputation

Periods of residence in Europe and Asia have made me aware of the often-wide gap between how we Canadians perceive our own country and investment scene, and how we are ...

Events

Beyond Bay Street Into FinTech

This spring, CFA Society Toronto moved its events to an online format as part of its response to the COVID-19 pandemic. On May 13, 2020 ...

Charterholder Profile

Dana Boyko, CFA, CAIA

A lifelong learner

As an esteemed educator and leader in capital markets, Dana Boyko, CFA, provides insight on her pursuit of success, and discusses how the educational landscape has evolved over the years.

SOCIETY UPDATES

CFA Society Toronto is constantly engaged with the greater investment community and taking part in many activities to promote the long-term sustainable growth of our profession. Stay up-to-date and find out what we've been up to through our Society Updates. 

 

2024 Research Challenge Local Competition & Awards Reception

CFA Society Toronto and CFA Society Ottawa are hosting the 15th Annual Research Challenge

Toronto, Feb 01, 2024 (GLOBE NEWSWIRE) -- CFA Society Toronto and CFA Society Ottawa proudly announce the selection of four distinguished Ontario university teams as finalists, for the Annual Local CFA Institute Research Challenge. This global research competition showcases the prowess of student teams from top-tier business and finance programs. Celebrating its 15th year, the Research Challenge stands as a premier competition, leaving a lasting impact on a global scale.

In this highly competitive event, university sponsored teams engage in intensive research focused on a designated publicly traded company. They meticulously prepare a comprehensive written report on the chosen company and subsequently present their findings to a panel of judges. The Research Challenge not only serves as a testament to the participants' dedication and analytical skills but also fosters an environment of excellence in the field of finance and business research.

The competition unfolds across five tiers: preliminary round, local, sub-regional, regional, and global. On February 15, from 3:30- 8:00 pm, CFA Society Toronto will host the local competition, followed by the Annual Awards Reception. This year's Subject Company is CargoJet Inc, a global leader in providing time-sensitive air cargo services. Teams will offer a 10-minute presentation followed by 10 minutes of questions from the judges.

Student teams from the following schools will present their research and analysis of Cargojet at the final round of the local competition:  

  • Schulich School of Business, York University
  • Smith School of Business, Queen’s University
  • School of Accounting & Finance, University of Waterloo
  • DeGroote School of Business, McMaster University

The local level of the Research Challenge provides students with the unique opportunity to develop and present an equity research report and compete with other academic institutions. Students learn from leading industry experts and their peers from the world’s top business schools.

Note to editors: The winning team will be announced at our Annual Awards Ceremony. The event is open to the media who can register by emailing eventregistration@cfatoronto.ca and interviews are available upon request by emailing media@cfatoronto.ca. The Awards Ceremony will be held on February 15, 2024 at 6:15 P.M..

The local winner will compete in the CFA Institute Research Challenge sub-regional level during the month of March. Winners from each of the regional level competitions (Asia Pacific, EMEA, and Americas) will then advance to the Global Final on May 13, 2024.

For more information visit CFA Institute Research Challenge

About CFA Society Toronto
Founded in 1936, CFA Society Toronto is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society Toronto represents the interests of over 11,000 investment professionals in the Greater Toronto Area through advocacy, education, events, and professional development.  For more information visit http://www.cfatoronto.ca or follow us on Twitter @cfatoronto and on LinkedIn CFA Society Toronto.

About CFA Society Ottawa 
CFA Society Ottawa is a not-for-profit organization that supports the professional and business development of over 400 CFA charterholders in the Ottawa region. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, they promote: ethical and professional standards within the investment industry, encourage professional development through the CFA Program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and; work to further the public's understanding of the CFA designation and investment industry.  CFA Society Ottawa is affiliated with CFA Institute, the global body that administers the Chartered Financial Analyst curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. For more information, please refer to www.cfaottawa.ca

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Resources

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MEDIA CONTACTS

The Media Contact Directory is a comprehensive guide of our members that gives you direct access to investment industry experts within the Greater Toronto Area and beyond.

The directory consists of members who have had their CFA charter for more than five years and have areas of expertise that they are willing to share by accepting phone calls or taking part in media interviews. We have also added a new section for members who have had their charters for three to five years. There are over 25 investment-related areas showcased in the directory.