Research Challenge 2023

CFA Society Sweden is pleased to announce that Linköping University team 2 has won the Swedish CFA Research Challenge 2023. The winning team members, including Erik Brandt, Jakob Engvall, Johan Rosberg, Mattis Utterberg and Simon Poschén, have delivered a written buy recommendation on Saab AB and presented it to a panel of distinguished graders and judges from the investment community. The winning team was mentored by Mark Shay (Accendo Capital) and had guidance from their faculty advisor Rickard Wilhelmsson, Senior Lecturer in Finance.

This year’s CFA Research Challenge was hosted by David Krook, CFA, Vice-President of CFA Society Sweden. “I was truly impressed by the quality of the analysis presented by the four teams and by the different investment cases they built for Saab. On behalf of the Board of CFA Society Sweden, I sincerely congratulate the winners and wish them good luck for the next step in this worldwide competition. Well done also to the other teams! By showcasing your hard work and putting your analytical skills at the service of this tough competition, you have proven that you have what it takes for an aspiring financial analyst career.”

The Board of CFA Society Sweden would like to thank all the volunteers and sponsors that made this year’s competition a great success:

  • Mentors: Alexandra Voss, Catarina Ihre, and Mark Shay.
  • Graders: Mats Waldemarsson, Stefan Ericsson and Sven Zetterqvist.
  • Judges: Andreas Brock, Simone Hirschvogl and Fredrik Ahlin.
  • Sponsors: Handelsbanken Capital Markets, Refinitiv and Saab.

Finally, we would like to thank all the students that took part in this competition. The following Swedish universities were represented in the CFA Institute Research Challenge:

  • Gothenburg School of Economics
  • Linköping University
  • University West

About the CFA Institute Research Challenge

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. The students are tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst. .

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