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.
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.
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.
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.
Execution and Implementation
Assessment of additional data and resources with recommendations on required changes to asset allocation and manager evaluation / selection processes.
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.
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.
Peer Review
Review activities of peer organizations and identify decision-making processes, investment policies, implementation approaches and communication strategies that can be leveraged.
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.
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.
Peer Review
Review activities of peer organizations and identify decision-making processes, investment policies, implementation approaches and communication strategies that can be leveraged.
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.
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
Core Carbon Expertise
Proven Consulting Process
Net Zero Resources
FFI Solutions and Geofinancial Analytics Announce Partnership to Combat Methane Emissions
New MethaneScan® 100 research, engagement and screening tool targets the oil and gas industry’s methane emitters New York, NY – May 16, 2023: FFI Solutions,
The Race to Net Zero: Aligning the “How” and “Why”
The race to Net Zero by 2050 is on, and participating institutional investors are asking “how do we get there?” Many investors have the inclination
FFI Solutions Launches Net Zero Transition DataSet
New service offers critical data for portfolio decarbonization and shareholder engagement strategies FFI Solutions, a leading provider of climate-aligned data, analytics, and advisory services, today
Net Zero: Great Unifier and Energy Transition Facilitator
For years, asset owners have been divided on the most effective decarbonization strategy: some have favored shareholder engagement, while others have opted for fossil fuel
The Long and the Short of Carbon Accounting
To download this piece, click here. The meaning of “net zero” for investors is still evolving, and while there are no generally accepted standards, frameworks
Net-Zero Portfolios: 10 Frequently-Asked Questions
In Brief Over the past year, we have had many in-depth discussions with a wide range of institutional investors and other stakeholders about transitioning to