Consulting and Advisory Services

Our 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

Developing policies and choosing the right combination of approaches is challenging given the lack of standards, uncertain reliability of data, and evolving best practices. Our consulting services are designed to deliver guidance, consultation and decision-making support to help investors integrate relevant climate considerations into their investment process.

FFI Solutions - Level Setting and Alignment

Governance

We keep staff and fiduciaries up-to-date on emerging best practices and help to build organizational consensus around beliefs and ambitions focusing on expected financial outcomes, values alignment and real-world decarbonization.

FFI Solutions - Goals - Targets - Approaches

Strategy

Our analytics tools and advice enable investors to measure their portfolio carbon footprint, set goals, assess different decarbonization approaches, and identify strategies that best align with institutional beliefs and operating constraints.

FFI Solutions - Execution - Implementation

Implementation

We identify additional data and resource requirements and recommend changes to asset allocation and manager evaluation / selection processes. We can also explore financial product overlays and carbon offsets to hedge carbon risks and lower financed emissions.

FFI Solutions - Ongoing - Monitoring - Communication

Monitoring

We help supplement traditional performance reporting by monitoring external investment managers’ alignment against net zero commitments and develop reports on progress toward decarbonization goals. 

Download our whitepaper: Net Zero Blueprint for Institutional Investors

Climate Action Plan

Actionable First Steps on the Road to Net Zero

Our introductory consulting service enables investors to respond to stakeholders and start down the path of portfolio decarbonization. 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 taking action.

 

FFIS-Workshop2-Net-Zero-Consulting-Services

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-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.​

FFIS-Beliefs-Alignment-4-Net-Zero-Consulting-Services

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.​

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.

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
ffis-down-arrow
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.​

ffis-right-arrow

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.​

FFIS-Beliefs-Alignment-4-Net-Zero-Consulting-Services
ffis-down-arrow
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 Plan

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 Plan.

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

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

Net Zero Resources