Transition Intelligence

Mitigating Risks and Capturing Opportunities of a Changing Climate

The Energy Transition Megatrend

The energy transition is reshaping the global economy with accelerating impacts on traditional energy companies. Institutional investors must carefully evaluate companies’ transition strategies and adopt sophisticated approaches to mitigate risks while capturing opportunities.

The Challenge

Traditional energy companies are responding to the transition in different ways, with varying levels of commitment. While some oil & gas companies have developed and implemented transition plans, others remain reactive or continue business-as-usual approaches. Most strategies currently assume continued fossil fuel demand. Third-party ESG ratings are inherently subjective and insufficient for assessing transition activities. Institutional investors and financial institutions need more nuanced information on individual energy companies to make informed decisions aligned with their unique views on the nature and pace of the energy transition.

The Solution

FFI provides market participants with comprehensive transition research, data, analytics, and customized solutions. Our tools and expertise turn data into knowledge, enabling informed decisions about energy companies that align with users' perspectives. Our core research cuts through the complexity of the global energy transition, providing investors with actionable intelligence on companies' strategies and progress. We help investors identify both risks and opportunities in this crucial shift, combining detailed emissions and reserves data with forward-looking metrics on renewable investments, operational trends, and transition planning.

Transition Intelligence Metrics

Monitor how energy companies are adapting to a low-carbon future with our detailed transition analytics. This comprehensive data set tracks key metrics of publicly-listed oil & gas companies. From emissions reduction commitments and sustainability initiatives to renewable energy investments and carbon capture projects, the metrics provide deep insights into companies’ transition strategies and progress toward achieving their goals.

Assets: Reserves, oil to gas ratios, transition metals reserves, and power generation infrastructure to evaluate companies’ resource positions.

Operations: Production trends, reserve replacement ratios, generation capacity, and methane emissions to track operational performance.

Investments: M&A activity, low-carbon venture funding, capital expenditures, and planned asset retirements to assess transition commitments.

Emissions: CO₂ performance against reduction targets, methane performance, and broader sustainability commitments to measure environmental progress.

Transition Navigator

Informed Oil and Gas Investing Decisions for the Energy Transition

Transition Navigator is a cloud-based analytics platform that helps institutional investors evaluate and track energy transition strategies among the largest publicly-traded oil & gas reserve owners globally. The platform enables users to make informed decisions based on their specific perspectives on the pace and nature of the energy transition. Through a flexible and easy-to-use interface, Transition Navigator allows users to define their own evaluation criteria, create custom peer groups, and monitor transition performance based on their unique operational needs and views on industry KPIs and low-carbon technologies.

Broad Market Applications

Asset Owners

Support external manager due diligence
Develop energy sector investment policies
Customize divestment or dissociation screens
Identify opportunities for shareholder engagement

Asset Managers & Wealth Advisors

Support fundamental oil & gas company research
Identify transition risks and opportunities
Track transition activity against financial performance
Develop transition-focused investment products
Inform proxy voting

OCIOs & Investment Consultants

Allocate capital to climate-aligned strategies
Conduct climate-focused due diligence
Monitor and report on climate-related risks

More Climate Products & Services

The Carbon Underground 200^®

Our in-depth research, rankings and analytics on over 600 publicly-traded fossil fuel companies globally provide critical inputs into purpose-driven portfolios and sustainable investment products.

Macroclimate 50^®

Together with partner GEO, we rank the top 50 publicly-traded owners of coal-fired power plants in developed markets, China, and India.

Transition Trackers

Tracking the relationship between transition activities and financial performance, our Transition Tracker model portfolios distinguish “Leaders” pursuing more ambitious transition plans from “Laggards” relying more on traditional hydrocarbon extraction strategies.