Risk Manager for Copperleaf Portfolio

Enhanced risk management within Copperleaf Portfolio

Effective risk management is crucial to ensuring organizational resilience and proper mitigation of potential financial, regulatory, and consumer impacts of risk. Risk Manager for Copperleaf Portfolio™ allows you to create a single source of truth for risk by creating a central risk repository. Users can raise and score risks through intuitive user interfaces, and automatic workflows drive review and approval processes, more seamlessly integrating risk management into capital planning processes.

Simplified risk identification and management

Risk Manager allows you to more effectively create, assess, and manage risk by capturing both stand-alone risks and those associated with an asset or an investment in Portfolio. It facilitates the identification and assessment of risks across the organization and provides visibility throughout the entire risk lifecycle. Users can raise a new risk, score it using risk models based on Copperleaf’s existing value model library, and then choose whether to associate it with an investment. UI filters allow you to easily see which risks are already associated with an asset or investment, and you can add related assets from your asset registry to efficiently plan interventions. Choose to tolerate the risk or put a control measure in place. Control measures include actions, strategies, and mechanisms that mitigate identified risks, minimize their impact, or prevent them from occurring altogether. Users can also choose to create an investment to mitigate the risk.

Built-in risk reporting and communication

Once risks have been captured, you can utilize reports and dashboards to measure and communicate the overall risk profile of your organization. This reporting ability ensures that risk information can be communicated to stakeholders at all levels, enabling them to make informed decisions based on a clear understanding of the organization’s risk landscape. With the availability of extension APIs, you can integrate risks from different systems into Risk Manager, further building a more complete understanding of risk across systems.

Effective risk management integrated with capital planning processes

With the input of Risk Manager for Portfolio, organizations can develop and execute effective risk management strategies. By tracking all risk through a centralized repository and easily linking risks with associated investments, organizations can create management strategies based on a single source of truth. To act on strategies, automatic workflows seek approvals and trigger stage advancements, helping to drive business processes. By streamlining the processes of risk identification, scoring, and management, organizations can better identify and respond to emerging risks, ensuring that risk management strategies remain aligned with evolving business needs, enhancing organizational resilience and adaptability.

Get more out of Copperleaf Portfolio

Copperleaf Portfolio helps asset-intensive organizations decide where and when to invest in their businesses to optimize performance and manage risk. With Risk Manager, organizations can improve their risk management strategies, enabling comprehensive risk assessment, proactive risk mitigation, and effective risk communication.

Download a free copy of the Risk Manager brochure below.