Calls for projects

The Chaire Fintech carries out call for research projects for Quebec universities and research centers to finance the most promising projects.

Call for projects will be carried out with respect to the multidisciplinary and inter-university Chair’s mission in the fintech ecosystem. Researchers are invited to fill out an application form.

The Chair aims to promote its studies and research results to publicize its initiatives in collaboration with the AMF, Finance Montreal, researchers, the business and corporate community as well as universities. In this regard, funded researchers will have to commit to present their results during seminars at ESG UQAM, the Fintech Station and the AMF if they are invited to do so. Moreover, research papers and reports will become Chaire Fintech’s working papers and results might be submitted on the Chair’s website to promote public accessibility.

Call for projects list:
> Fintechs and COVID 19 (application deadline: June 18th 2020)
> Quebec’s fintechs: from ecosystem development to experience, from regulation to security issues (application deadline: September 30th 2020)
> ESG criteria, digital assets use trends and regulatory framework in fintechs (application deadline: May 31st 2021)
> NFTs “tokens” and gamification of investment decisions (application deadline : February 18th 2022)

“NFTs “tokens” and gamification of investment decisions”
December 22nd, 2021

The chair is launching its fouth call for research projects to the entire Quebec scientific community interested in fintechs, pertaining to “NFTs “tokens” and gamification of investment decisions.”

The topics of interest targeted by this call for projects include the following two research areas:

Area 1: NFTs (Non Fongible Tokens) and tokens

a. Utilities for creators with royalty opportunities, development of “virtual shopping malls”.
b. Evaluation of an NFT / Token.
c. Role of the regulator.
d. Signals of fraud risk.
e. Prevention of fraudulent investment projects (NFTs &Tokens).
f. Development potential of NFTs & Tokens.
g. Contribution to responsible investment: what are the best approaches?
h. Contribution to the industry’s image.

Area 2: Gamification of autonomous investment decisions and trading

a. Description of the phenomenon.
b. Differentiation between gamification for financial education and gamification for brokerage platforms that may encourage risky and unnecessary trading.
c. The impact of social media.
d. Conflict between the purpose of gamification and privacy.
e. The extent to which gamification processes meet ethical criteria, and the consequences of irresponsible use in the financial domain.
f. The main impacts of gamification on consumers of financial products and services.
g. The criteria by which we can distinguish “good uses” of gamification techniques from problematic uses from a consumer protection perspective.

For this call for projects, a main research part (e.g. literature review, summary, theoretical framework, data collection, etc.) or a case study is obligatory, including an optional knowledge transfer part (e.g. watch, monitoring, index, barometer, tool for analyzing live data, benchmark, webinar, training, website, mobile application, partnership project, etc.)

Launch date: December 22nd, 2021
Application deadline: February 18th, 2022
Duration of research projects: maximum 9 months
Allocated funds: $150,000 total with a maximum of $15,000 per research project
Evaluation criteria: click here
Eligibility: University professors, researchers associated with recognized research centers and students at a Québec university under the supervision of a professor at that university as part of a master’s or doctoral thesis, or an essay.
Research projects duration: The final paper must be handed over to the chair within a maximum of 9 months after approval. The chair will follow-up with recipients.
Eligible expenditures: For professors, funds will be transferred to their host university or research center. For students, their supervising professor will have to co-sign the student’s application. Funds will be transferred to their host university in the name of the professor who will then pay the student according to the hourly rate in force at their host university.

Evaluation grid

The Chair will evaluate submitted research projects under three major criteria. The first will address the quality of the proposal (40%), the second the results relevance (40%) and the third the development and knowledge transfer (20%).

The details are presented in the following grid:

Quality of the proposal (40%)

Clarity of objectives and research relevance

Exceptional proposal: the objectives and the deliverables are comprehensive; the planned activities are highly likely to achieve the objectives and expected outcomes. The expenditures are clearly aligned with the activities and justified.
Qualitative proposal: the objectives and the deliverables are clearly defined; the planned activities are likely to achieve the objectives and expected outcomes. The expenditures are aligned with the activities and justified.
Unsatisfactory proposal: the objectives and the deliverables are not adequately defined or the planned activities are not appropriate to achieve the objectives and expected outcomes. The expenditures are not adequately justified.


Appropriateness of the identified indicators and methods for monitoring progress during the project and for assessing outcomes after the project

Exceptional proposal: indicators and methods correspond to clearly established criteria according to research best practices. They are highly effective for monitoring progress and assessing outcomes.
Qualitative proposal: indicators and methods are well defined and effective for monitoring progress and assessing outcomes.
Unsatisfactory proposal: indicators and methods are not clearly defined or are not appropriate.


Appropriateness of academic researchers’ expertise to carrying out the project and mentoring students


Exceptional proposal: the researchers’ expertise is highly appropriate and linked to the project in at least one of the following topics: artificial intelligence, chatbots, robots-advisors, cyber security, blockchain, open banking, cryptocurrencies, cryptographic assets, smart contracts, information technologies in Fintech. The principal investigator has high-level competencies to manage the project. The principal investigator has already successfully managed similar projects in the past or has clearly demonstrated the potential to do so.
Qualitative proposal: the researchers’ expertise is sufficient to carry out the project. The principal investigator has demonstrated the capabilities to manage the project.
Unsatisfactory proposal: the application does not demonstrate researchers have the necessary expertise to carry out the project or the capabilities to manage it.

Relevance of the results (40%)

Significance of the outcomes and of the impacts for the Quebec Fintech industry

● Exceptional proposal: results are of exceptional importance; they are coherent with the objectives and will have significant repercussions for the Quebec Fintech industry. The research will overcome knowledge gaps to develop new and innovative policies, standards, products or services in the Quebec Fintech industry.
Qualitative proposal: results are important; they are linked to the objectives and will have repercussions in the Quebec Fintech industry. The research will contribute to addressing knowledge gaps to develop new and innovative policies, standards, products or services in the Quebec Fintech industry.
Unsatisfactory proposal: the submission does not establish why the topic is important to the Quebec Fintech industry. The submission does not demonstrate enough how the research will help compensating knowledge gaps to develop new and innovative policies, standards, products or services in the Quebec Fintech industry.


Research originality


Exceptional proposal: the proposal demonstrates the topic will be addressed through exceptionally innovative research. It brings new coverage and innovative concepts which have not yet been studied and which have the potential to contribute to important breakthrough in the Quebec Fintech industry.
Qualitative proposal: the proposal demonstrates the topic will be addressed through original research. The research includes some concepts that may lead to an advance in the Quebec Fintech industry.
Unsatisfactory proposal: the proposal does not clearly demonstrate the topic will be addressed through original research or is not well-positioned within the state-of-art. It is not clear how the research will lead to an advance in the Quebec Fintech industry.


Results measurement


Exceptional proposal: the proposal demonstrates the topic will be addressed through exceptionally innovative research. Results measurement elements (indicators, benchmarks, etc.) are compatible with best practices and in line with the objectives. Results have the potential to contribute to important breakthrough in the Quebec Fintech industry.
Qualitative proposal: the proposal demonstrates the topic will be addressed through original and measured research. The research includes some concepts that may lead to an advance in the Quebec Fintech industry
Unsatisfactory proposal: the proposal does not clearly demonstrate the topic will be addressed through original research or is not well-positioned within the state-of-art. It is not clear how the research will lead to an advance in the Quebec Fintech industry.

Knowledge transfer and development (20%)

Knowledge transfert and outreach

● Exceptional proposal: the principal investigator in charge of the research is recognized for his/her capacity to link his/her research and the industry needs. He/she commits to presents the results to the Fintech’s industry actors and to the Chair’s stakeholders.
Qualitative proposal: the principal investigator in charge of the research commits to presents the results to the Fintech’s industry actors and to the Chair’s stakeholders.
Unsatisfactory proposal: the principal investigator in charge of the research is not recognized for his/her capacity to link his/her research and the industry needs.


Knowledge and learning experiences development


Exceptional proposal: through an exemplary environment and leading-edge approach, the project will provide an enriched experience for the students that leads to innovative and valued skills by the Fintech industry.
Qualitative proposal: the project will provide an experience for the students that leads to innovative and relevant skills for the Fintech industry.
Unsatisfactory proposal: the proposal does not adequately establish that the project will provide an enriched experience for the students or the opportunity to develop relevant skills for the Fintech industry.


Ethics and diversity

Exceptional proposal: the proposal outlines best practices that support ethics in the research project management, results and diversity.
Qualitative proposal: the proposal shows it has taken into account ethics and diversity.
Unsatisfactory proposal: the proposal does not outline ethics and diversity questions.

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