In 2015, UD SMIF team was one of the top five finalists out of more than 40 schools'
SMIF teams to compete in the CFA Portfolio Management Competition. In 2017 and 2020,
UD SMIF team was one of the eight finalist teams in the CFA Institute Southwest Investment
Research Challenge. The CFA Institute Research Challenge - Southwest U.S., is managed
and supported by the CFA Societies Texas (Austin, Dallas-Fort Worth, Houston, and
San Antonio) as well as, the CFA Society of Louisiana.
The goal of the research challenge is to provide value-added real-world applications
for students. Each school team was assigned the company (i.e. the target company)
to analyze and then complete a written report. All four Texas societies, Austin,
Dallas-Fort Worth, Houston and San Antonio provided mentors for the teams, judges
or graders. Finalist teams competed before an oral panel made up of leaders in the
investment community at the Texas Investment Portfolio Symposium (TIPS).