Inaugural Edition · 2026 – 2027

The UK's Premier Inter-University Equity Research Competition

Bringing together the most analytically capable undergraduate finance students in the UK. Finals hosted at UBS London Auditorium, March 4th 2027.

About UKERC

What We Are Building

The UK Equity Research Challenge (UKERC) is an annual national competition in which undergraduate teams from Britain's leading universities produce and defend a full equity research report on a listed company of their choice.

It exists because the standard of undergraduate investment analysis in the UK has quietly become excellent — yet there has been no single stage on which the strongest societies can measure themselves against one another under a shared, rigorous format.

UKERC is that stage. Reports are judged to institutional standards. Finals are held in front of a panel of senior buy-side and sell-side professionals at the UBS London Auditorium.

"The competition that serious undergraduate finance students build their year around."

Why Participate

Built For Everyone In The Room

For Students

Prove Your Edge

  • Test your fundamental analysis against the best students in the UK.
  • Present to senior professionals who have spent careers evaluating investment theses.
  • Walk away with an experience directly transferable to front office interviews.
For Universities

Put Your Society On The Map

  • Founding participant status is permanent.
  • Your society's name on the inaugural edition of UKERC.
  • Give your strongest members a stage beyond your own society.
For Sponsors

Access The Best Talent

  • Direct access to the most analytically capable undergraduates in the UK.
  • Your brand at the UBS London Auditorium finals.
  • Your recruiters in the room on finals day.
The Competition

How It Works

Stage One

Written Research Report

Teams of 4–5 submit a 10-page equity research report, a 15-slide pitch deck, and an Excel financial model on a stock of their choice.

Required Sections
  • Business description
  • Industry overview
  • Investment thesis & variant perception
  • Financial analysis
  • Valuation with price target
  • Investment risks
  • ESG considerations
Stage Two

Live Finals

The strongest teams present at the UBS London Auditorium on March 4th 2027.

8 min
Presentation
10 min
Panel Q&A
4–5
Students per team
£500m+
Minimum market cap
8 min
Finals presentation
March 4th
Finals day, UBS London
The Panel

Judged By The Best In The Industry

Geoff Robinson, Panel Chair
Panel Chair

Geoff Robinson

UBSTheInvestmentAnalyst.com

Former Managing Director and Head of Global Fundamental Analytics at UBS. Ten times voted the number one ranked analyst in Europe by institutional investors. Fellow, Durham University Business School. Founder, TheInvestmentAnalyst.com.

Additional judges to be announced — senior professionals from the buy-side and sell-side.
Key Dates

The Road To March 4th

  1. Summer 2026
    University partnerships confirmed
  2. October 2026
    Registration opens
  3. November 2026
    Registration closes
  4. February 2027
    Submission deadline
  5. March 4th 2027
    Finals, UBS London Auditorium
Founding Participants

Universities Of The Founding Cohort

Durham University
University of Manchester
University of Leeds
University of Warwick
To Be Announced
To Be Announced

Founding participant status is permanent. The universities that are part of year one are recognised as such indefinitely.

Sponsors

Our Partners

Lead Sponsor — Presented By
TheInvestmentAnalyst.com

Additional sponsorship partnerships to be announced. Interested in sponsoring UKERC? Get in touch.

Register

Register Your Interest

Registration opens October 2026. Add your name now to be first to hear when it does.

We will only contact you about UKERC. No spam.