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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

“Every journey begins with the first steps” – Marguerite van der Merwe
2016-07-08

Description: Marguerite van der Merwe Tags: Marguerite van der Merwe

Marguerite van der Merwe, recipient of University of the
Free State Chancellor’s Medal, with Chancellor
Dr Khotso Mokhele, at the Winter Graduation ceremony.

Photo: Johan Roux

Marguerite van der Merwe has dedicated her life to the enrichment and increased quality of life for others. At the University of the Free State’s Winter Graduations on 30 June 2016, Van der Merwe and her brother, Anthony Douglas Osler, were both honoured with Chancellor’s Medals for exceptional service to South Africa and the world beyond our borders. In the early 1980s, she learned about the Alexander Technique and her life since then has been about perfecting the technique and sharing it with others. The Alexander Technique teaches people of any age, gender, occupation or interest, how to be posture-aware and perfect, how to be aware and alert, and how to be calm and discriminating, all of which are part of a practical teaching to integrate these qualities consciously into all our daily human activities.  

She walks the walk

She understood the Alexander Technique to be the perfect way to develop the body both physically and mentally, as it develops the higher mental faculties like focus, attention, awareness, consciousness, discrimination, and unfolding of the psyche, thus developing the human potential holistically as a spiritual way of being. She received her training for the technique in Cape Town and London, thereafter she published The Art of Walking, a guide to the Alexander Technique.

Van der Merwe is an internationally-certified teacher of the Alexander Technique, has been offering this work and its application in the spheres of health, education, and performance skills for 30 years, both nationally and internationally.

Van der Merwe says that the South African higher education system should encompass a holistic approach to teaching and educating. Education should envisage a modern vision of education that supports the evolution of the potential of the human being as a holistic system – a competent, skilled, caring, kind individual, developed in physical, mental, emotional and sensorial aspects. She believes that students thus educated will model ‘wholeness’ and ‘humanness’ as they take their place in society, business, education, and entrepreneurship.

Enriching women’s potential

Apart from The Art of Walking, Van der Merwe published EVE-OLUTION, a book to inspire women to listen to their intuition, and empower women to repossess their bodily wisdom, freedom, and authenticity. Van der Merwe proclaims that it is important to liberate women to take charge of their own bodies, minds, and souls. The purpose of the book is to ensure that young women soak up wisdom and encouragement and for older women to express their wisdom, which needs to be respected and listened to.

“Females and feminine roles in society and family are being liberated and acknowledged in the actions of many women as we stand for equal opportunity, equal power, and equality in many fields,” says Van der Merwe.
“Our young women in business and the higher education fraternity, for one, are strong in their views, beautiful in their presence, outspoken in leadership,” Van der Merwe concluded.

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