Sustainable Investing resources

ESG analysis, stewardship and investment integration

• Showing evidence and assumptions in a finance work sample

  Separate observed facts, model assumptions and conclusions in a project note.

  Careers

• Bondholder and shareholder engagement: different instruments, different levers

  Compare the role of equity rights and debt terms in an issuer dialogue.

  Comparisons

• IFRS S1 and GRI: different materiality questions

  Distinguish sustainability-related financial information from significant impact reporting.

  Comparisons

• Negative screening and best-in-class selection

  Compare a prohibited-activity rule with a within-sector ranking hurdle.

  Comparisons

• Universal owners and market-wide risk

  Understand why a diversified investor may examine effects beyond one holding.

  Concepts

• Sample tracking error: deviations of active returns

  Distinguish sample tracking error from mean active return and root mean square deviation.

  Formulas

• A study route for the Sustainable Investing Certificate

  Connect sustainability factors, investment analysis and applied practice.

  Exam guides

• UK Stewardship Code 2026: reporting structure and a learning case

  Distinguish the current Code’s reporting parts from an engagement activity log.

  Exam guides

• Designing engagement objectives and escalation decisions

  Build an objective, evidence trail and conditional next action for an issuer dialogue.

  Lessons

• Specifying an exclusion rule that can be checked

  Define the activity, metric, threshold, data source and treatment of missing information.

  Lessons

• Screening constraints and the feasible portfolio set

  Separate portfolio eligibility constraints from return estimates and realised performance.

  Lessons

• Material nonpublic information during an engagement meeting

  Identify the information-handling issue before making a trading recommendation.

  Common mistakes

• Recognising a solution versus solving independently

  Check what you can produce before viewing the worked answer.

  Common mistakes

• Restarting finance exam study after a break

  Use a short diagnostic to distinguish forgotten material from unfinished material.

  Study plans

• Building a finance exam retake plan

  Separate knowledge gaps, execution errors and time pressure before choosing new work.

  Study plans

• A study plan for variable work shifts

  Assign tasks to flexible block types when the same weekday is not always available.

  Study plans

• Studying for a finance exam while working full time

  Build a weekly plan around available blocks, practice and review.

  Study plans

• ESG constraints and portfolio-performance practice

  Test feasibility, weight changes and the limits of a performance inference.

  Practice

• Revising formulas with their conditions and units

  Recall what the variables mean and when a formula applies before substituting numbers.

  Revision

• Mixed-topic practice for choosing the right method

  Practise distinguishing similar-looking tasks before applying a familiar formula.

  Revision

• Reviewing a mock exam by error type

  Turn results into specific corrective tasks rather than a single score label.

  Revision
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  Engagement objective log

  Download an editable CSV for requests, evidence, status and follow-up decisions.

  Templates
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  Formula recall and conditions worksheet

  Download a sheet for variables, units, boundary checks and independent attempts.

  Templates
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  Mock-exam error log and review worksheet

  Download an editable CSV and turn practice errors into specific review actions.

  Templates
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  Retake review and triage worksheet

  Download a structured record for evidence, corrections and fresh tasks.

  Templates
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  Exclusion-screen review worksheet

  Download an editable CSV for thresholds, missing values and screening decisions.

  Templates
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  Weekly study-block worksheet

  Download an editable plan that records tasks, outputs and actual time.

  Templates
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  Finance work-sample outline

  Download an editable outline for a question, inputs, method and limitations.

  Templates
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  Study-hours planner

  Calculate an average weekly and daily workload from your own study target.

  Tools
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  Tracking error calculator

  Calculate sample tracking error from paired portfolio and benchmark returns.

  Tools

• Calculating a collaborative engagement group’s aggregate stake

  Add holdings with a matching denominator and test a stated participation condition.

  Worked examples

• An engagement free-rider incentive: a simple payoff example

  Compare an investor’s share of a common benefit with the cost it bears alone.

  Worked examples

• Calculating an engagement outcome rate with a clear denominator

  Calculate resolved, escalated and ongoing shares without conflating them.

  Worked examples

• Counting an investable universe with overlapping exclusion lists

  Avoid subtracting the same issuer more than once when screening a universe.

  Worked examples

• Calculating a score-linked management fee under a stated contract

  Apply a fictional score-improvement condition before converting basis points to an annual fee.

  Worked examples

• Why two ESG scoring methods can produce different results

  Recalculate a fictional issuer score using two explicit sets of weights.

  Worked examples

• Reallocating weights after a sector exclusion

  Calculate pro-rata weights and distinguish them from an optimized portfolio.

  Worked examples

• Annualizing monthly tracking error: why the square root appears

  Derive the square-root-of-12 calculation and identify its covariance assumption.

  Worked examples