Certificate in ESG Investing case studies
Certificate in ESG Investing · Put your knowledge to work in context.
The Certificate in ESG Investing is a professional credential for investment practitioners who need working competence in environmental, social and governance analysis rather than general sustainability awareness. Candidates typically come from portfolio management, equity and credit research, risk, product and client-facing roles, plus consultants and operations staff who must interpret ESG data and mandates. The Certificate in ESG Investing case studies are 5 cases and about 2,625 words.
1Water Risk in an Agribusiness Credit Holding
You are a credit analyst at a European fixed income manager covering a €150 million holding of bonds issued by a listed sugar and ethanol producer. The company generates 42% of EBITDA from three river basins classified as extremely high water stress.
600 words, about 3 min2Escalation after Failed Labour Engagement
You are a portfolio manager at a UK asset manager holding 2.8% of a listed discount retailer. For 18 months you have engaged on supply chain labour standards after an NGO report alleged unpaid overtime and unsafe conditions at two supplier factories.
520 words, about 3 min3Dual-Class IPO with a Controlling Family
You are a small-cap fund manager considering a cornerstone allocation in the IPO of a consumer company. The founding family will hold 55% of economic shares but 75% of voting rights through a dual-class structure.
503 words, about 3 min4Exclusion Request vs Tracking Error Budget
You advise a £250 million UK charity on a segregated global equity mandate. The benchmark is FTSE All-World, the active risk budget is 150 bp, and the investment policy statement excludes thermal coal revenue above 5% and controversial weapons.
503 words, about 3 min5Carbon Reporting: WACI Down, Absolute Emissions Up
You manage a global equity fund with 800 million in assets. In the latest client report, weighted average carbon intensity (WACI) fell from 120 to 95 tCO2e per 1 million of revenue, but absolute financed emissions rose 8% to 210,000 tCO2e.
499 words, about 2 min