Material 2018-04-26T11:36:53+00:00

Research Materials

Investment Research Report

We spent years refining this versatile and all rounded research report template for our students to use, in order for them to produce high-quality investment research reports and stock pitches to ace their interview.

If you wish to use our template and agree that in exchange we can use your email for marketing purpose, please leave your name and email below to unlock the content.

Research Report template

How to use the research template?

This is part of our advanced mentorship programme – Research Like a Pro! We are happy to share with you how you can benefit from our research template, be it for your CFA Research Challenge or interview assignment.

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Stock Pitch Rules and Guideline (Click to download)

Stock Pitch Competition submission checklist (Click to download)

Sample Report and Presentation by Our Students

Over the past few years, our students have made tremendous achievement in securing a job in the investment industry, regardless of their background. We are glad to share with you their research reports and presentation slides so that you have a good idea of the benchmark of competency for a junior investment analyst job. Although their work still has a lot of room for improvement from our professional mentors’ perspective, they surpass the quality of many candidates who have not been trained by professionals.

If you wish to learn from our students’ work and agree that in exchange we can use your email for marketing purpose, please leave your name and email below to unlock the content.

Fannie Mae by champion Z.S. (pptthesis); ZS worked at a sovereign fund

Belle by champion L.H. (pptthesis); L.H. works at a regional broker as a research analyst

Fossil by champion S.W. (pptthesis), Pilgrim Pride Corp by S.G. (pptthesis); S.W. worked at regional broker as research analyst, followed by investment analyst at a hedge fund. S.G. worked in a few sell-side houses as a research analyst before he moved to an investment holding company.

Evergrande by champion S.W. (pptthesis)

Coba Holding by champion Zeke (pptthesis); Zeke works at a private equity fund; He is also a mentor at Springboard now.

Rexlot Holding by champion Louis (pptthesis)

Advanced Info Service by champion Y.Y.  (pptthesis);

Gilead by Lee Ching Sarn (pptthesis), Walt Disney by Pius Tan. (ppt,thesis); Ching Sarn works in a private equity fund; Pius works in a consumer investment fund.

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