Research Board
Overview
The Research Board meets on a weekly basis for an hour. Analysts on the Research Board follow the markets, checking to see when the chapter should buy and sell stocks in their portfolio, and providing market updates to SWS members on a rotating basis. They also prepare stock pitches to help make the decision about whether to buy or sell a stock. Our senior analysts decide on our Chapter’s asset allocation through the online trading platform.
In the 2020-21 school year, analysts presented stock pitches in the fall and gave market updates on equities, commodities, foreign exchange, and fixed income securities in the spring. New analysts are accepted every semester through an application process. For more information about how to join, please email cmu.sws@gmail.com.
To find resources for the 2021-2022 Research Board presentations, please visit this Google Drive Folder.
In the 2020-21 school year, analysts presented stock pitches in the fall and gave market updates on equities, commodities, foreign exchange, and fixed income securities in the spring. New analysts are accepted every semester through an application process. For more information about how to join, please email cmu.sws@gmail.com.
To find resources for the 2021-2022 Research Board presentations, please visit this Google Drive Folder.
Meet the Teams (2022-23)
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Fall 2022
Each research board team will present stock pitches about one of 5 industries. Each team was led by: Jenny Liao (Healthcare) Ellie Fu (Industrials) Anika Ramachandran (Technology) Jessica Chen (Consumer Staples) Eunice Yang (Financial Institutions Group) |
Spring 2023
The research board was split into 5 teams. Each team gave market updates on 2 of the 5 areas: equities, commodities, foreign exchange, fixed income securities, and cryptocurrencies. Each team was led by: Jenny Liao (Commodities, Cryptocurrencies) Ellie Fu (Equities, Commodities) Anika Ramachandran (Cryptocurrencies, Fixed Income) Jessica Chen (Fixed Income, FX) Eunice Yang (FX, Equities) |
Meet the Teams (2021-22)
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Fall 2021
Each research board team will present stock pitches about one of 5 industries. Each team was led by: Rita Liu (Healthcare) Vanessa Wu (Energy/Industrials) Annie Liang (Technology) Ammu Anil (Consumer Products) Eleanor Xiao (Media and Communication) |
Spring 2022
The research board was split into 3 teams. Each team gave market updates on 3 of the 4 areas: equities, commodities, foreign exchange, and fixed income securities. Each team was led by: Rita Liu (Equities, Commodities, Fixed Income) Ammu Anil (FX, Equities, Commodities) Eleanor Xiao (Fixed Income, Equities, Commodities) |
Meet the Teams (2020-21)
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Fall 2020
Each research board team presented stock pitches about one of 6 industries. Each team was led by: Jingchun Quan (Healthcare) Lauren James (Power, Industrials, and Energy) Nat Tangwiwat (Technology) Vicky Li (Aerospace and Defense) Vicky (Ruijia) Qian (Consumer Products) Yulu Zhu (Media and Communication) |
Spring 2021
The research board was split into 4 teams. Each team gave market updates on 3 of the 4 areas: equities, commodities, foreign exchange, and fixed income securities. Each team was led by: Jingchun Quan (Commodities, Equities, Fixed Income) Vicky Li (Commodities, Equities, FX) Vicky (Ruijia) Qian (Equities, Fixed Income, FX) Yulu Zhu (Commodities, Fixed Income, FX) |
Portfolio Competition
Our Research Board manages a portfolio that can be tracked during a friendly competition among the chapters. Our Chapter won the 2019/2020 Virtual Portfolio Competition! Our chapter also won first place in the 2017-2018 competition. The next competition starts in December of 2020.