Climate Change and the Energy Transition
Investors play a vital role in mitigating climate change. We design net zero aligned strategies to help investors manage risks and capture emerging opportunities in the transition from fossil fuels to clean energy.
Energy Transition Long - Short
The Energy Transition Long-Short Equity Strategy (ETLS) is designed to capture the potential upside of a transition to a low-carbon economy while enabling investors to better align portfolios with net zero objectives. This rules-based alternative 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:
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.
The strategy extends divestment (avoidance) principles to short companies whose fossil fuel products contribute to climate change and have potential for stranded asset risk.
Short positions in high emitting fossil fuel reserve owners provide the opportunity to hedge against the increase in the implicit or explicit cost of carbon while also furthering the construction of a net zero portfolio.
Extract long-term profits from the inevitable energy transition by being invested in “new economy” clean energy companies and short “old economy” fossil fuel reserve owners.
Download our climate change investment paper to learn more.
Contact us to learn more about our energy transition long-short strategy.
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).
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.
For more information on FFI Advisors climate change investment strategies and products.