Climate Change Investment Strategies
The Long and the Short of Carbon Accounting
Climate Change and the Energy Transition
Climate change is reshaping the investment landscape. Technological, behavioral and policy trends are accelerating the global energy transition toward a low carbon economy. These trends favor clean energy over fossil fuels and are prompting investors to address the associated the risks and explore emerging opportunities.
Energy Transition Long - Short
The Energy Transition Long-Short Equity Strategy (ETLS) is a rules-based alternative investment strategy designed to capture the potential upside of a transition to a low-carbon economy. This thematic strategy is long clean energy, advanced transportation, and smart grid companies and short reserve-owning fossil fuel companies. The strategy is designed to achieve results with these characteristics:
Impactful
Invests in public companies whose products and services aim to accelerate the clean-energy transition and reduce the physical, economic and social risks associated with climate change.
Competitive
Alternative investing strategy employed with the objective of optimizing long-term return generation.
Responsible
The strategy extends divestment (avoidance) principles to short companies whose fossil fuel products contribute to climate change and have potential for stranded asset risk.
Efficient
Factor-based security selection and index management techniques incorporated to limit excessive trading and portfolio turnover.
About FFI Advisors
FFI Advisors is a performance- and mission-driven investment manager focused on developing and managing pragmatic climate-aligned strategies. Our rules-based approach to portfolio construction is designed to capture alpha from thematic sustainability trends and support responsible investment principles over long-term market cycles.
FFI Advisors is committed to providing solutions that accelerate the allocation of capital toward climate solutions and away from polluters. Our long-term vision is a world in which people, planet, and profit are unquestionably equal and one that places a premium on ecosystem sustainability.
FFI Advisors is affiliated with FFI Solutions, a leading provider of climate change investment research, indexes, assessment and screening services, including The Carbon Underground 200TM (CU200).
Our team
We are a team of experienced financial services professionals with diverse skills and backgrounds. Our CEO, Chris Ito, brings over 30 years of financial services experience that includes being a partner at a Big Four consultancy and the head of portfolio management for one of the world’s largest fund of hedge funds.
Peter Markus
Head of Technology
Lucy Di Rosa, Ph.D.
Head of Communications
Arnold G. Stifel II
Head of Business Development
Drew Haluska, CFA
Director of Investment Strategies
John Levitt
Chief Operating Officer
Christopher Ito, CFA
Chief Executive Officer
REQUEST INFORMATIONFor more information on FFI Advisors climate change investment strategies and products.
