Knowing your supply chain is crucial for investing in a new era
For a single company, supply chain oversight can be complex. For professional investors with multiple companies in their portfolios, this task can be massive. Complexity, however, is not something to hide behind. As capital allocators, investment firms have a fiduciary duty to act in the best interests of investors. In the context of ESG expectations, regulations and best practice, this includes assessing and monitoring the supply chain activities of the companies in which they invest.