Our Clients

Who We Serve

We partner with leading institutions – from the full spectrum of investment management to public and private corporations – connecting them with essential insights on risks and opportunities as global markets navigate the realities of a complex and evolving climate landscape.

How We Collaborate

Asset Owners

Integrate climate considerations into allocation processes and measure climate-related risks across portfolios.

Investment Managers

Develop climate-aligned products and evaluate emerging climate technology investment opportunities.

Corporates and Private Equity

Measure climate exposures, discover climate technology solutions and conduct solutions due diligence.

Investment Advisors & Consultants

Develop and implement climate-aligned mandates and provide ongoing monitoring of climate-related risks.

Client Success Stories

The Carbon Underground 200™ in Practice

Exposure Tracking Without Blanket Divestment

Delivering Fossil Fuel Screening at Scale

Public University Endowment

Global Asset Manager

CHALLENGE: Under pressure to address fossil fuel exposure, the university needed an approach beyond blanket divestment — one credible to a politically diverse set of stakeholders.

CHALLENGE: Rising client demand for fossil fuel screening across both pooled funds and separately managed accounts required one scalable methodology, not a bespoke build per account.

OUR SOLUTION: Provided the CU200 to track fossil fuel reserves exposure portfolio-wide and support transparent reporting to the board and community, without formal exclusions.

OUR SOLUTION: Applied the CU200 consistently across families of mutual funds, pooled accounts and SMA platforms, using it as a point of differentiation with prospective clients.

OUTCOME: A defensible, ongoing framework for monitoring exposure without an all-or-nothing divestment decision.

OUTCOME: Strengthened market positioning on fossil fuel capabilities and support for AUM growth with clients seeking this solution.

Net Zero Advisory

University Investment Management Company

CHALLENGE: Implementing a newly developed Investor Responsibility Framework while maximizing returns and aligning with the university’s broader sustainability objectives.

OUR SOLUTION: Provided ongoing advisory services including application of Fossil Fuel Investment Principles, portfolio carbon footprinting guidance, and advice on the benefits and challenges of setting interim financed emissions reduction targets.

OUTCOME: Successfully integrated climate considerations into investment processes while balancing financial objectives, existing investment processes, and operating environment.

Climate Risk Assessment Tool

Global Governance, Risk, and Compliance Firm

CHALLENGE: Developing a credible climate risk assessment tool for real estate investment portfolios, requiring expertise in climate risk modeling, data validation, and methodology design.

OUR SOLUTION: Led working groups on model structure, identified relevant climate scenarios and data sources, advised on tool architecture, and assisted with UI/UX design for intuitive result delivery.

OUTCOME: Delivered comprehensive documentation outlining business requirements and technical design guidance, empowering the firm to confidently advance to the next development phase.

Custom Divestment Strategy

Liberal Arts College

CHALLENGE: The institution needed to implement board-approved divestment from companies that deny climate change while developing a methodical approach to differentiate fossil fuel companies.

OUR SOLUTION: Created a customized methodology to evaluate statements, actions, and attitudes toward climate science; assessed 30 major oil & gas companies with detailed scoring guidelines and thorough document review.

OUTCOME: The college successfully aligned its investment portfolio with its values and made an intellectual contribution to climate change discussions.