Building Investment Clarity Together: Highlights from the First AIP Forum in Poland
Bringing the community together to network, share and learn
The first Asset Investment Planning (AIP) Forum hosted by IFS Copperleaf in Poland brought together asset-intensive organizations from across the region to connect, exchange experiences, and learn from one another.
Set against the backdrop of the energy transition and accelerating infrastructure investment, the forum created space for open dialogue across industry leaders of the region such as PGE, Stoen Operator, Tauron Dystribucja, Energa Operator and European Energy. Participants quickly aligned around a common reality: the challenge today is no longer identifying what needs to be invested in, but deciding how to invest—confidently, consistently, and defensibly.
More than an industry event, the forum reflected a growing shift toward investment clarity as a strategic capability—and the importance of learning from peers facing similar pressures.
Turning complexity into clarity with value-based planning
For organizations managing long-lived, capital-intensive assets, expectations continue to accumulate. They must maintain reliability and safety on aging infrastructure, invest in modernization and growth, meet regulatory and ESG commitments, and improve resilience to climate and geopolitical risk—all at once.
As discussed during the forum, the issue is rarely a lack of data or technical expertise. More often, it is the absence of a shared, enterprise-wide definition of value. Different teams naturally focus on different outcomes, making it difficult to compare investments objectively, align priorities, and clearly explain decisions. This is where value-based decision making, grounded in ISO 55000 principles, becomes essential. By translating strategy into measurable value drivers—financial and non-financial alike—organizations can create transparency, consistency, and confidence in investment decisions.
The conversations also highlighted the limitations of traditional project prioritization. In an environment of constrained budgets and limited resources, ranking projects in isolation is no longer enough. Instead, organizations are increasingly looking to portfolio-level optimization—testing scenarios, understanding trade-offs, and identifying investment plans that deliver the greatest total value within real-world constraints.
Investment Planning at a turning point in Poland and Central Europe
What became clear at the first AIP Forum in Poland is that asset-intensive organizations are entering a critical moment. Across Poland and Central Europe, infrastructure investment is accelerating while constraints are tightening. Capital plans must balance reliability, resilience, regulatory scrutiny, and long-term transition goals—often under significant uncertainty.
In this context, traditional planning approaches struggle to keep pace. Investment clarity—supported by value-based frameworks and optimization—enables organizations to make better decisions, adapt plans as conditions change, and defend choices with confidence.
Building momentum together
Beyond frameworks and methodologies, the forum reinforced the strength of the community itself. By bringing together energy networks and other asset-intensive organizations, the event fostered a shared network for learning, collaboration, and ongoing dialogue around better investment decisions.
The first AIP Forum in Poland marked an important step—but it is only the beginning.
Join us at the next AIP Forum to continue the conversation, connect with peers facing similar challenges, and explore how value-based, optimized investment planning can support better decisions across your organization.