2022 Competition

 

IEN’s Student Corporate Engagement Competition is a first-of-its-kind student investment competition in which students pitch an investment in a publicly-traded company, and include in that recommendation a shareholder engagement strategy focused on addressing inequality and the climate crisis, as they are systemic risks that threaten a healthy society, and in turn, healthy portfolio returns.

Students participating in the 2022 Competition will build off of the inspiring real-world engagement work student teams initiated in previous years, and will continue to create outsized impact both on how their college or university endowment invests, and on the actions of corporations.

 


TIMELINE

  • Week of December 20th: Participating teams will be announced.
  • Week of January 17th: Virtual Welcome to the Competition, Orientation, and Overview of Deliverable (the criteria for stock selection and engagement area will be shared on this call)
  • Week of January 17th: Participating teams will be matched with their mentor, and the schedule for educational workshops on writing and pitching an investment recommendation and engagement strategy will be shared.
  • March 25th: Written deliverables due.
  • April 4th: Judge scores will be due (assessing each team’s written recommendation, determining who will progress to the finals and give an oral presentation on their work to determine the winner).
  • April 8th: Teams that are progressing to the finals will be announced. 
  • Week of April 25th: Finals (Oral presentations by finalist teams) will take place. 
  • May 6th: Judge scores of finalist teams (for oral presentations) will be due.
  • Week of May 16th: The winning team will be announced.

 

BENEFITS TO PARTICIPATION

Participating students will receive a variety of benefits, including access to mentorship and networking opportunities, free and discounted registration to educational workshops and industry events, presentation opportunities, and multimedia interview opportunities. Student groups and their institutions will be highlighted in press releases, on the IEN website, and through media campaigns and communications, raising the profile of both the institution and the participating students, thus building professional networks and uncovering career opportunities.

In January, we will have our first full call with participants to review deliverables, timeframe, and share a schedule for office hours, peer learning calls, and educational and mentorship calls. 

We will aim to have a minimum of one call a month dedicated to education, mentorship, and/or peer learning, and connect with IEN staff on specific questions related to their investment recommendation and engagement strategy.

IEN will provide participating institutions with a mentor from an IEN member firm to guide the development of their investment recommendation and engagement strategy. 

Previous participant examples of their written recommendations and engagement strategies, as well as introductory materials to support the development of written recommendations and engagement strategies, will be provided.

 

DELIVERABLE & JUDGING

Student teams will work from mid-January to March 25th to produce both (1) a written investment recommendation (investment thesis, financial model and valuation, quantitative ESG research and analysis, explanation of the company's situation in the market with comparison to industry peers, and risk identification) and (2) a proposed shareholder engagement strategy to address an identified risk area. The investment recommendation may not exceed a total of 1,500 words (excluding tables and charts), and the proposed shareholder engagement strategy may not exceed 500 words (excluding tables and charts). 

A panel of judges will review each team’s written deliverables and submit a score based on provided evidence, scale of embedded ESG analysis, potential of the investment, and the creativity and efficacy of the shareholder engagement strategy to both improve company financial performance and have a meaningful positive social or environmental impact. Based on these scores, finalists will be selected and announced on April 8th.

Finalists will then develop a compelling presentation of their investment recommendation and engagement strategy, and present to a panel of judges with a live audience the week of April 25th. Judges will have time to ask questions of each team after their presentation. Judges will then submit a score based on ability to convince the audience of the potential of the investment and engagement strategy, ability to convey research and due diligence, quality of the presentation, and Q&A.

This final presentation score, combined with the score awarded for the written deliverables, will determine the winning team, which will be announced the week of May 16th.

 

GUIDELINES FOR PARTICIPATING TEAMS

Students from any degree program (business, finance, environmental science, engineering, communication, policy, etc.) and any degree level (associates, bachelors, graduate, etc.) are welcome to participate. 

Teams must have no less than 3 and no more than 5 students. If more than 5 students at your institution are interested in participating, you are welcome to have more than one team submit deliverables. We cannot guarantee more than one mentor per institution. 

If a balanced number of undergraduate and graduate teams participate in the Competition, we may split the Competition into one category for each degree type. You may have a mixed team of undergraduate and graduate students, but if we split the Competition into two categories, in this scenario you would be required to opt in to the graduate category.