Net Zero Consulting and Advisory Services

Our Net Zero Consulting and Advisory Services help institutional investors design and implement climate-aligned strategies that incorporate their financial objectives, stakeholder perspectives and operating constraints.

Our Consulting Framework

Investment, divestment, shareholder engagement and carbon offsets. The race to decarbonize is on and institutional investors are asking “what does it mean and how do we get there?” Developing policies and choosing the right combination of approaches is challenging given the lack of standards, reliability of data, and evolving best practices. Our consulting services are designed to deliver guidance, consultation and decision-making support across the various phases of an investor’s decarbonization journey.

FFI Solutions - Education - Assessments - Insights

Information, Assessments and Insights*

Introductory workshops that help staff and fiduciaries get up-to-date on emerging best practices for portfolio decarbonization and activities of peer institutions.

FFI Solutions - Level Setting and Alignment

Level Set and Align on Beliefs*

Facilitated discussions with key staff and stakeholders that are intended to build organizational consensus around beliefs and ambitions focusing on expected financial outcomes, values alignment and real-world decarbonization.

FFI Solutions - Goals - Targets - Approaches

Develop Strategy: Goals, Targets and Approaches

Analytics and advice to help investors measure the portfolio’s carbon footprint, evaluate target setting, assess different decarbonization approaches, and identify strategies that best align with institutional beliefs and operating constraints.

FFI Solutions - Execution - Implementation

Execution and Implementation

Assessment of additional data and resources with recommendations on required changes to asset allocation and manager evaluation / selection processes.

FFI Solutions - Ongoing - Monitoring - Communication

Ongoing Communication and Monitoring

Recommendations and reporting support to key stakeholders regarding progress against goals/targets and objectives.

* Actionable first steps in our Climate Action Roadmap

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Download our whitepaper: Net Zero Blueprint for Institutional Investors

Climate Action Roadmap

Actionable First Steps on the Road to Net Zero

Our introductory consulting service encompasses the first two components of our consulting framework, enabling investors to kick start their net zero journey. Through facilitated discussion groups and analytic tools, we help investors develop their own definitions of what it means to be net zero, build organizational consensus on beliefs, and develop a roadmap that outlines the next steps for portfolio decarbonization.

 

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Workshop

Introductory working session with investment staff, committee members and stakeholders to inform and answer questions on integrating ESG, climate, carbon and net zero considerations into portfolios.

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Peer Review

Review activities of peer organizations and identify decision-making processes, investment policies, implementation approaches and communication strategies that can be leveraged.​

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Alignment on Beliefs

Facilitated discussions with key stakeholders and staff to build alignment on beliefs, resolve differences and level-set on a definition of a net zero strategy.​

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Carbon Footprint

Measure carbon footprint of one public equity strategy or manager to highlight potential exposures and manager engagement opportunities.

Workshop

Introductory working session with investment staff, committee members and stakeholders to inform and answer questions on integrating ESG, climate, carbon and net zero considerations into portfolios.

FFIS-Workshop2-Net-Zero-Consulting-Services
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FFIS-Peer-Review-2-Net-Zero-Consulting-Services

Peer Review

Review activities of peer organizations and identify decision-making processes, investment policies, implementation approaches and communication strategies that can be leveraged.​

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Alignment on Beliefs

Facilitated discussions with key stakeholders and staff to build alignment on beliefs, resolve differences and level-set on a definition of a net zero strategy.​

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FFIS-Carbon-Footprint-Net-Zero-Consulting-Services

Carbon Footprint

Measure carbon footprint of one public equity strategy or manager to highlight potential exposures and manager engagement opportunities.

Climate Action Roadmap

We deliver a custom roadmap that communicates your vision and institutional beliefs on climate and lays out next steps on decarbonization to boards, committees, staff and other stakeholders.​

Let’s talk about your Climate Action Roadmap.

Our Net Zero Consulting Approach

Choosing the right pathway to decarbonize portfolios or align with Net Zero is a function of an investor’s governance structure, investment philosophy, performance goals, and operating environment. Our collaborative consulting process integrates an investor’s unique considerations with our hands-on investment experience, carbon expertise and knowledge of evolving best practices. We utilize an array of consultative tools and leverage our own research to build organizational consensus and determine the policies, approaches and strategies that deliver targeted outcomes.

Not sure how to start the net zero journey?

Why Us for Net Zero Consulting and Advisory?

FFI Solutions is uniquely positioned to help clients efficiently navigate the complexities of Net Zero. Our team brings together the hands-on experience in investing, carbon, climate change and consulting necessary to view challenges through multiple lenses and propose solutions that are both ambitious and pragmatic.

Hands-on Investment Experience

Experience as institutional allocators, fund managers, and researchers gives us real-world understanding of CIO and PM responsibilities.

Core Carbon Expertise

Over the last 9 years, we have expanded our expertise in carbon and energy transition research. 

Proven Consulting Process

A proven, results-driven processes customized to an investor’s unique needs.

Net Zero Resources