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RC Written Report Scorecard

The document outlines a scoring rubric for four teams (Team A, B, C, D) participating in a CFA Institute Research Challenge. The rubric evaluates seven sections for each team out of a maximum total of 100 points: business description, industry overview and competitive positioning, investment summary, valuation, financial analysis, investment risks, and corporate governance. Each team will be scored on their submission and the top scoring team will be identified.

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Gaurav Naulakha
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65 views4 pages

RC Written Report Scorecard

The document outlines a scoring rubric for four teams (Team A, B, C, D) participating in a CFA Institute Research Challenge. The rubric evaluates seven sections for each team out of a maximum total of 100 points: business description, industry overview and competitive positioning, investment summary, valuation, financial analysis, investment risks, and corporate governance. Each team will be scored on their submission and the top scoring team will be identified.

Uploaded by

Gaurav Naulakha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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CFA Institute

Research
Challenge
Team A

Maximum
Section Points Team Score Comments

Business Description 5

Industry Overview & Competitive Positioning 15

Investment Summary 20

Valuation 20

Financial Analysis 20

Investment Risks 15

Corporate Governance 5

Total 100

Name:
Date:
CFA Institute
Research
Challenge
Team B

Maximum
Section Points Team Score Comments

Business Description 5

Industry Overview & Competitive Positioning 15

Investment Summary 20

Valuation 20

Financial Analysis 20

Investment Risks 15

Corporate Governance 5

Total 100

Name:
Date:
CFA Institute
Research
Challenge
Team C

Maximum
Section Points Team Score Comments

Business Description 5

Industry Overview & Competitive Positioning 15

Investment Summary 20

Valuation 20

Financial Analysis 20

Investment Risks 15

Corporate Governance 5

Total 100

Name:
Date:
CFA Institute
Research
Challenge
Team D

Maximum
Section Points Team Score Comments

Business Description 5

Industry Overview & Competitive Positioning 15

Investment Summary 20

Valuation 20

Financial Analysis 20

Investment Risks 15

Corporate Governance 5

Total 100

Name:
Date:

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