Risk Management for Finance and Investment Committees

David Knowles

Koda Capital

If you're on a committee and you're responsible for managing investments on behalf of other people, this practical checklist is for you. It's designed to make sure you ask all the right questions and don't overlook any risks in the way you manage the assets in your care. It's a revised, updated and expanded version of ‘Preparing for the Next Market Crisis’, which was published by Koda a little over two weeks before the Australian stock market began its steep descent in response to the rising threat of the virus.

Risk Management Checklist

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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

David Knowles
Head of Philanthropy & Social Capital
Koda Capital

David heads Koda Capital’s Philanthropic & Social Capital team. His primary responsibility is providing strategic advice to charitable, non-profit, philanthropic and impact investors. He is also a charity founder, director and committee member.

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