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12 November 2021 | Story Leonie Bolleurs | Photo Supplied
The group that went through to the finals of the CFA Institute Research Challenge, was from the left: Jan Hendrik Grobbelaar; Frans Benecke, Dr Ivan van der Merwe, Sacha Bourquin, and Johann Schlebusch.

Due to their knowledge and skills, charter holders are in high demand in the finance industry. A Chartered Financial Analyst (CFA) qualification sets extremely high standards of integrity and excellence, and these professionals are thus highly sought after in the investment management industry.

Dr Ivan van der Merwe, Lecturer in the Department of Economics and Finance at the University of the Free State (UFS), says the CFA Society South Africa recently (27 October) hosted the 13th annual local edition of the CFA Institute Research Challenge. “This research challenge is an annual global competition in equity research presented by the CFA Institute, which is the global representative body for CFA charter holders.”

Exceptional performance 

In a very competitive university challenge, one of the two UFS teams that entered made it through to the regional finals, along with one team each from the University of Johannesburg (UJ), the University of Stellenbosch Business School (USB), and the University of Cape Town (UCT).

Besides having the opportunity to compete with the best, the research challenge also offered students the chance to learn from leading industry experts on how to perform in-depth company analysis and to present their findings,” says Dr Van der Merwe. 

He explains that during this challenge, students had to assume the role of a sell-side research analyst and were scored by a CFA judging panel on their ability to value a specific company – Impala Platinum in this case. They had to write a concise report that covered various aspects related to the company’s business activities, structure, governance, finances, etc., after which they had to present their recommendation in terms of buying or selling the company. In addition, finalists also had to make a formal presentation via Zoom to a panel of judges from the CFA Society South Africa, where they had to justify their valuation by answering several questions posed by the judges. 

“Although the team from USB won the finals, it was still an exceptional performance for the UFS to make it to the top four teams in the country,” states Dr Van der Merwe.

Mentored by the best

Selection of the two teams of four members each representing the UFS during the 2021 challenge was based on the students’ performance during the first semester of their BCom Honours (specialisation in Financial Economics and Investment Management) in the Department of Economics and Finance.

Once selected to enter the competition, the team members were coached by an industry mentor as well as a faculty adviser. 

Dr Van der Merwe, who was the team’s adviser, says, “I was very impressed with the dedication that this group showed during the competition. It took many days and even some sleepless nights for them to produce an impressive final product within a short period.”

He believes the experience they gained during this challenge will stand them in good stead. “To successfully complete a very stressful live presentation and subsequent question session was a confidence builder for the teams. They made us proud and will inspire future Finance students at the UFS to follow in their footsteps.”

Winners of the regionals will proceed to participate in the international final, which is, according to Dr Van der Merwe, an extremely prestigious achievement, since more than 1 000 universities compete annually.  

News Archive

Prof Hendrik Swart richly contributes to research of phosphors
2014-12-02

Prof Hendrik Swart
Photo: Merwelene van der Merwe

Since his appointment as the South African Research Chairs Initiative (SARChI) Chair, there has been a sharp increase in the number of papers and publications by Prof Hendrik Swart, Senior Professor in the Department of Physics at the University of the Free State (UFS). From January this year, he has already published 78 articles. Some of the journals that has published his work, includes:

• Nanotechnology (impact of 3.67)
• Dalton Transactions (impact of 4.097)
• Sensors and Actuators B: Chemical (impact 3.84)

“My biggest success, however, is the powerful group of researchers we have built over the years. Staff, postdocs and students – without them it would have been impossible. I am therefore much indebted to my groups on both the Bloemfontein and Qwaqwa Campuses.

“The good apparatus we acquired via a sponsorship from the National Research Foundation and Sasol is also one of the main reasons for this. The financial support I get from the university’s research office is of course also a contributing factor,” he says.

For the past 20 years, Prof Swart has been conducting research on any substance that glows. “I only adjust the focus to fit in with current trends,” he says.

Prof Swart believes that his research will make a contribution to the fundamental knowledge about phosphors, as well as to the training of good students for the academic and industrial world on the outside. For the man on the street, his research translates into better, brighter lights that use less energy.

His more recent research focuses on the development of nano-phosphors for light-emitting diodes (LEDS) and organic light-emitting diodes (OLED).

Prof Swart has presented papers on his research not only nationally, but all over the world – including countries in Europe and the East. Some of the most recent papers presented by him and his colleagues/postgraduate students include:

• Applications of AES, XPS and TOF SIMS to phosphor materials at die 15th European Conference on Applications of Surface and Interface Analysis 2013 in Forte Village Resort, Sardinia, Italy.
• Luminescent properties of phosphor nano thin films at the first International Symposium on Nanoparticles/Nanomaterials and Applications in Caparica (Lisbon, Portugal), where he was an invited speaker.
• Role of surface and deep-level defects on the emission of nano metal oxides at the 2014 NanoAfrica international conference, Vanderbijlpark, South Africa, where he delivered the keynote address.
• PHI systems and their modifications at KOVSIES at the PHI European User Meeting in Ismaning (Munich), Germany, where he was invited to speak.

Prof Swart also delivered the keynote address at the SETCOR International Conference on Smart Materials and Surfaces in Bangkok, Thailand. His lecture was titled, ‘Role of surface and deep-level defects on the emission and degradation of phosphor materials’.

 

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