2023 Challenge

 

Thank You to Our 2022 Sponsors: Federated Hermes & TIAA

 

IEN’s Student Corporate Engagement Challenge is a first-of-its-kind student investment challenge 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 2023 Challenge 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.

 

GET INVOLVED

Sign-up to participate in the 2023 Corporate Engagement Challenge here.

The deadline to sign-up is December 23rd, 2022.

 

TIMELINE

  • Week of January 9th: Participating teams announced.
  • February 17th: Investment recommendation and engagement strategy one-page prospectus due. 
  • Week of February 27th: Judge feedback on prospectus will be circulated to each team.
  • March 24th: Written deliverables due.
  • April 7th: Recorded oral presentations due.
  • April 21st: Judge scores will be due assessing each team’s written deliverables and oral presentation.
  • Week of April 24th: Finals will take place & the winning teams 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. 

All participants will gain access to a library of recorded, as well as live, workshops on how to develop their written investment recommendations and engagement strategies. 

Additionally, we will aim to have a minimum of one call a month with experts in the field to address specific questions related to each team's 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 February 17th to select the publicly traded company that will be the subject of their investment recommendation, and to identify the risk area they will address in their shareholder engagement strategy. Teams will submit a one-page prospectus on February 17th that will include the name of the company and an overview of: (1) investment beliefs and objectives, (2) the metrics and analysis datasets, tools, and models used for financial modeling and ESG assessment, (3) the identified risk area that will be addressed in the engagement strategy, and (4) the primary ask of the engagement strategy.

Teams will receive feedback on their Prospectus the week of February 27th. They will then have until March 24th to submit 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. On April 7th, the final deliverable is due: (3) a recorded oral presentation outlining the potential of the investment recommendation and engagement strategy. 

A panel of judges will review each team’s deliverables and submit a score for each written deliverable and the recorded presentation. All teams will be present at the Finals, taking place the week of April 24th, and the recorded presentation from the top two teams in both the Undergraduate and Graduate judging category will be live streamed at the event, followed by judge Q&A. The winning teams will be announced at the Finals.

 

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. 

The Challenge will be split into two judging categories: one for undergraduate students, and one for graduate students. 

 

2022 PARTICIPATING TEAMS

 

 

LEARN MORE

If you have any questions or would like to learn more about participating in the 2023 Challenge as a Student Team, Sponsor, Educational Partner, or Mentor, please reach out to Nicole Torrico at [email protected].