Free World Investment
Free World Investment (FWI) provides a systematic investment framework that integrates geopolitical, regulatory, supply-chain, and geographic concentration risk analysis into equity portfolio construction. The firm's proprietary FWI scoring system assesses country investment risk for companies in the Nasdaq-100 and S&P 500, supporting its Free World Efficient Growth (FWEG) strategy that avoids companies with interests in repressive countries. FWI's research process combines multilingual evidence with three connected lenses—supply-chain, revenue, and political-alignment risk—to produce a reviewable, investable risk view.
- Data & Analytics
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Traditional equity research focuses on financial statements and balance-sheet metrics, overlooking where a company's revenues, supply chains, and operations are geographically concentrated. This leaves investors exposed to hidden jurisdictional, regulatory, and governance risks, particularly in countries with repressive regimes. As global supply chains and cross-border dependencies grow, conventional analysis fails to capture the full spectrum of political and country-specific threats to portfolio resilience.
Solution
FWI addresses this gap by integrating geopolitical, regulatory, supply-chain, and geographic concentration analysis into a systematic investment framework. The firm's proprietary FWI scoring system assesses the country investment risk of companies listed on the Nasdaq-100 and S&P 500, providing a repeatable, research-driven signal. FWI's Free World Efficient Growth (FWEG) strategy applies this analysis to construct equity portfolios that seek stable growth while avoiding companies with evident presence or interests in repressive countries such as Russia, China, Iran, and North Korea. The framework maps material revenue, operating, and supply-chain exposures, scores them against a consistent geopolitical risk model, and integrates the results with disciplined equity selection. FWI also promotes transparency and ethical investment by highlighting the political risks of conducting business in repressive countries, encouraging companies to refocus on liberal democracies.
Target Audience
Primary customers are institutional investors, asset managers, and financial advisors seeking to integrate geopolitical risk into equity portfolios, as well as individual investors who prioritize ethical allocation and freedom-aligned investment choices.
Features
- Proprietary FWI scoring system that quantifies country investment risk for companies in the Nasdaq-100 and S&P 500
- Geographic revenue exposure mapping that identifies where corporate revenues and economic demand are truly concentrated, beyond listing location
- Supply-chain dependency analysis that traces critical sourcing, production, and operating dependencies vulnerable to disruption
- Three connected research lenses: supply-chain risk, revenue risk, and political-alignment risk, considered together for a complete exposure view
- Multilingual evidence base incorporating filings, subsidiary and facility data, local-language sources, and regulatory records
- Systematic four-step methodology (Map, Score, Construct, Monitor) that transforms complex geopolitical data into a repeatable investment signal
- Portfolio concentration analysis that identifies hidden overlap across countries, industries, and risk factors inside apparently diversified portfolios
- Research process that separates verified facts from estimates and analyst judgment, with written rationale and source trail for each conclusion