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Navigating AI: an investor framework for assessing exposure and governance

Artificial intelligence is transforming how businesses operate, creating new opportunities for innovation, efficiency and growth. As AI adoption accelerates, so too does the need for effective governance. Navigating AI: An Investor Framework for Assessing Exposure and Governance builds on Railpen's 2025 report, Achieving Effective AI Governance, and sets out a practical approach for assessing AI-related risks and opportunities.

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Our approach

The report introduces a benchmarking tool based on Railpen's AI Governance Framework, designed to help investors assess AI exposure, evaluate governance practices and identify areas for engagement. Drawing on insights from our Active Equity portfolio, it highlights the gap between the rapid adoption of AI and the maturity of governance frameworks, and reinforces the importance of accountability, transparency and effective oversight in supporting the responsible use of AI and long-term value creation.

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Railpen AI Report 2026.pdf

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