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This toolkit outlines ten essential questions long-term investors can use to evaluate how companies are navigating geopolitical risk. By focusing on strategy, governance, operations, and reputation, it helps investors assess corporate resilience, understand potential vulnerabilities, and engage portfolio companies in more informed, forward-looking dialogue.
Investor Risk and Responsibilities | Toolkit
9 April 2024 - This toolkit offers a structured framework to help investment leaders assess and respond to geopolitical risks and opportunities across portfolios, reputation, and organizational operations. Through targeted questions and practical actions, it supports more resilient decision-making, clearer governance, and stronger preparedness for an increasingly complex and uncertain global environment.
Investor Risk and Responsibilities | Toolkit
9 April 2024 - This toolkit provides a practical set of questions and actions to help investment committees and boards navigate geopolitical uncertainty. Designed to support resilient portfolio construction and governance, it prompts leaders to assess strategic exposures, reputational risks, and organizational readiness — ensuring institutions are prepared to respond to shifting global dynamics with clarity and foresight.
Investor Risk and Responsibilities | Report
9 April 2024 - We are now at a moment when global rivalry is running hot and support for globalization is cooling. The resulting opportunity set for investors is shrinking as global security and economic alliances rewire. This rewiring of globalization requires specific attention to strategy, governance, and integrated processes to bring geopolitical views into investment decision making. Doing this effectively requires deep integration between geopolitical and traditional investment analysis.