FFI Solutions’ Energy Transition Long Short US Index Named Finalist in the SMArtX Best Direct Index Strategy Category

FFI Solutions is honored to have our Energy Transition Long Short US Index (ETLS-US) named as a finalist among the Best Overall Direct Index Strategies on the SMArtX Advisory platform. The announcement was made during the inaugural SMArtX 2021 Virtual Awards on February 11, 2021.

Energy Transition Long Short US, a thematic rules-based investment strategy, was launched as a model portfolio on SMArtX in February 2019. Designed to capture returns associated with the technological, economic, and demographic trends that favor clean energy over fossil fuels, the model portfolio is long clean-energy, advanced transportation, and grid-related companies. Short positions are selected from The Carbon Underground 200TM, FFI Solutions’ exclusionary list of the top global, publicly-owned coal, oil, and gas companies ranked by the potential carbon emissions embedded in their reserves.

Available to RIAs through SMArtX, the Energy Transition Long Short US Index reported strong 2020 results and was ranked as the top long/short index strategy, the second highest performing SRI/ESG index, and the fifth overall performing model out of all 715 models on the SMArtX platform.

FFI Solutions licenses the ETLS-US index strategy for custom institutional portfolios and mandates, index-linked mutual funds, ETFs, as well as for investment benchmarks.

Fossil Free Indexes LLC and its third-party data providers and licensors do not guarantee the accuracy, completeness, timeliness or availability of the information contained herein. Nothing in this document shall constitute financial or investment advice, or an offer to buy or sell, or a promotion or recommendation of any security, financial instrument or product or trading strategy.

It is not possible to invest in an a portfolio derived from the Strategy directly. FFI designed and will maintain the Strategy for use as an index in investment strategies managed by the investor or another party. FFI is not an investment adviser, and FFI makes no representation regarding the advisability of investing in any such investment fund or other investment vehicle that is based on the Strategy. A decision to invest in any such investment fund or other investment vehicle based on the Strategy should not be made in reliance on any of the statements set forth here. FFI is not a tax advisor. A tax advisor should be consulted to evaluate the impact of any securities on portfolios and the tax consequences of making any particular investment decision based on the Strategy. Inclusion of a security within the Strategy or index based on the Strategy is not a recommendation by FFI to buy, sell, or hold such security, nor is it considered to be investment advice.

All performance information presented is hypothetical and back-tested. Hypothetical performance does not take into account estimated advisory fees and transaction costs that would apply to any account implementing the index. Actual index performance from live investment portfolios may differ materially from hypothetical returns. There is no substitute for actual returns from a live portfolio. Back-testing is done by retroactively applying a hypothesis to the historical data to obtain returns (scientific method) or finding variables in historical data that correlate to returns and developing a hypothesis from the historical data (data mining) or applying any hypothesis to different time periods until favorable returns are discovered (data mining). Back-tested models are developed with the benefit of hindsight but might not have foresight of the future. Hypothetical performance does not reflect the macroeconomic risks of investing based on the Strategy in a different time period or the financial risk of executing trades in a live portfolio which include the potential market impact on stock prices caused by buying or selling that could cause buy or sell prices to differ from the frictionless trades of the back-tested model. Although the information in the Presentation gives you some idea of the historic risks involved in investing based on the Strategy, PAST HYPOTHETICAL PERFORMANCE IS NOT A GUARANTEE OF FUTURE RETURNS.