Geopolitical analysis is an essential component of a sound investment strategy. Shifts in the global balance of power away from the U.S., Ukraine-Russian, US-China and the Korean peninsula tensions, growing demands for populist policies in Anglo-Saxon economies, the ‘crisis of expectations’ among EM middle classes and the shift towards green energy as a result of climate change reinforce the view that geopolitical risk to investment portfolios is not a fad. This introductory course will provide participants with a risk management approach to assessing geopolitical risk, its drivers and general approaches to mitigate geopolitical risk with case studies.

• Private Bankers
• Financial Advisors
• Retail/Priority Relationship Managers
• Investment Professionals

• Why geopolitical risk matters
• Strategies to manage geopolitical risk
• Maximising the opportunities created by geopolitical risk
• Using geopolitical risk management strategies to competitive advantage

Introduction & Rationale

• Landscape
• Definition

Geopolitics in the Past and Present

• 19th - 20th Century Theories & Beliefs
• Emerging & Current Beliefs

Geopolitical Risk in the Asian Context

• Overview of Key Risks Today

Geopolitical Risk in Investing

• Perspective from the Investment Lifecycle: Pre-Investment Due Diligence incl. KYC/KYP, Post-Investment Monitoring and Exit or Divestment Strategy
• Emerging Perspective from Climate Change and Transition Risk
• Hedging Geopolitical Risk: Overview of Approaches and Limitations

Geopolitical Risk from the Operational Perspective

• Emerging Operational Risk and Financial Impact on Investment Outcome

Managing Geopolitical Risk within the Organization

• Travel Safety Framework: Personnel/Employee Operational Risk Management
• Contingency, BCP and DRP Framework: Investment Risk Management
• Concluding Remarks and Q&A