When data makes the difference
Why ISDO?
Beyond our research and publications, ISDO’s Advisory practice brings the same institutional rigor to private and public sector clients navigating economic uncertainty, sustainability transitions, security threats, and geopolitical risk.
Our teams combine academic depth with operational experience to deliver analysis that clients can act on, not just read.
We work with governments, NGOs, multilateral organizations, and private companies across four areas of practice.
Our areas of practice
Four disciplines, one standard of rigor
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Economic & Market Advisory
Scenario-based macroeconomic analysis, sector risk assessment, and trade impact modeling.
We help organizations anticipate inflation, rate, and trade shocks before they hit the balance sheet, grounded in the same rigorous, data-driven methodology behind our public economic outlooks.
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Security Advisory: Cyber, Physical & Document
Integrated security assessments spanning digital infrastructure, physical facilities, and document/identity integrity. Our Security & Intelligence Department applies the same investigative standards used in our public security research to client-specific threat environments.
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Sustainable Development Consulting
Strategic guidance for organizations building credible sustainability programs, from ESG strategy to impact measurement.
We help clients move past compliance checklists toward development strategies that hold up to institutional scrutiny.
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Geopolitical Intelligence & Risk
Independent, evidence-based analysis of political, security, and regulatory risk across regions and sectors. We help clients understand how geopolitical shifts, trade policy, conflict, instability, translate into operational and financial exposure.
Analysis That Held Up
Our advisory work draws on the same research discipline behind ISDO’s public reports and that research has a documented record of anticipating how specific risks would actually unfold. Four examples:
01
EU–China EV tariffs
ISDO published its report on tariffs on Chinese electric vehicles on September 1, 2024, when the tariffs were still provisional; the EU made them definitive, and they took effect on October 31, 2024 (approved by the Council on October 4, through Implementing Regulation 2024/2754), with rates of up to 35.3%; the ISDO report had predicted 38.1%. In other words, ISDO made this prediction nearly two months before the definitive tariffs took effect.
ISDO called it: tariffs would be circumvented, not contained, manufacturers would shift to EU-based production. BYD and Geely named specifically.
Roughly two years later, that forecast played out on schedule: BYD’s €4bn plant in Szeged, Hungary begins production in Q4 2026, and Geely had already taken over idle capacity at Ford’s Valencia, Spain plant by mid-2026, while Chinese makers held their EU market share by also exporting tariff-exempt hybrids.
02
Vaca Muerta / Argentina’s Energy Boom
Argentina’s Vaca Muerta shale formation was driving record oil and gas output in early 2025, alongside Milei-era market reforms. ISDO called it: the production boom and 2024’s historic energy trade surplus (first in 17 years) were structural, not one-off, and would keep bolstering Argentina’s economy “in the medium term.”
By the end of the year, ISDO’s forecasts were confirmed, Argentine oil output hit an all-time high of 887,227 barrels per day (+19% year-on-year).
03
Sahel Migration Route Displacement
When Canary Islands migrant arrivals fell 63% in 2025 after a Spain–Mauritania–Senegal agreement, ISDO’s May 2026 report argued the drop reflected route displacement rather than reduced pressure, citing IOM warnings that the Atlantic route could become deadlier in 2026.
Barely seven weeks later, ISDO’s July 2026 field report confirmed it: over 1,865 deaths or disappearances recorded on the route in early 2026, alongside the predicted shift of flows toward the Balearic Islands and Ceuta/Melilla.
04
Unity Software, Reading Through a Panic Sell-Off
After Unity Software’s stock collapsed nearly 60% from its January 2026 high to roughly $18–20 in mid-February, despite the company beating Q4 2025 revenue and profit expectations, ISDO’s Economics Department was privately commissioned to assess whether the sell-off reflected fundamentals or overreaction.
It concluded the drop was driven by soft Q1 guidance and fear over AI competition rather than any deterioration in the business, and recommended holding or increase the position.
That reading held up: Unity’s May 2026 results beat estimates by a wide margin (+16.8% YoY revenue), The client’s position returned approximately 65% within four months of the new stock adquisition made on February.