Net Zero News – Standing Up for Climate Science
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
Measuring Physical Climate Risk: Lessons from the Los Angeles Wildfires
The recent wildfires in Los Angeles, now estimated to be the costliest wildfire disaster in U.S. history, are a stark reminder of the increasing need to understand and manage physical climate risks. As we emphasized in our earlier blog following hurricanes Helene and Milton, integrating climate risks into decision-making is no longer optional—it is essential.
Energy Transition Trackers Commentary January 2025
Q4 2024 Summary The oil and gas industry continued to return capital to shareholders through the end of 2024. More than $300 billion was paid globally (IHS Markit) with further capital returns via buybacks exceeding $136 billion (Deloitte). Corporate combinations continued through the fourth quarter with the support of rising public equity markets. Integrated Oil
The Strategic Pivot: Total Portfolio Approach and the Climate Question
For decades, Strategic Asset Allocation (SAA) has been the north star for institutional investors. It’s methodical, disciplined, and leans on historical data to craft asset class targets that are intended to optimize portfolio returns for a given level of risk. But here’s the catch: the future, especially one featuring climate change, will not look like
Investment Shifts & Climate Imperatives: Top Net Zero News Reads of 2024
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
Kathleen Simpson and Brad Harrison: Scaling Impact at The Russell Family Foundation
Chris Ito and Georges Dyer go “beyond carbon” to discuss topics relating to climate change, net zero, ESG, DEI, justice and the benefits and challenges of sustainable investing. Beyond Carbon Podcast – Episode 15 Kathleen Simpson and Brad Harrison: Scaling Impact at The Russell Family Foundation In this episode, hosts Chris Ito and Georges Dyer
America in Transition: Could Oil & Gas Merger Arb Be an Impact Strategy?
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part three of the series. Before FFI, I was head of portfolio management at a large
ExxonMobil’s Darren Woods at COP29: Listening to the Other Side
It’s easy, even reflexive, to dismiss ExxonMobil as a villain in the climate narrative. For many responsible investors, the name conjures anger – a natural reaction to decades of documented disinformation campaigns underwritten by fossil fuel interests that questioned climate science and delayed global climate action. If you’re invested – figuratively and emotionally – in
America in Transition: Unbundling Climate from ESG
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part two of the series. With the start of COP29, and in the wake of Donald
Intern Insights: Daily Dispatches from COP29 Baku
Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily
America in Transition: What Now for the Energy Transition?
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part one of the series. Last night’s election granted Donald Trump a return to the U.S.
Helene and Milton: When is Enough, Enough?
The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of
Energy Transition Trackers Commentary October 2024
Q3 2024 Summary Through Q3, the oil & gas industry, as a whole, remained focused on financial discipline, with companies returning capital to shareholders via dividends and buybacks while investing largely in their core operations. M&A remains robust, driven by the need for operational efficiencies and scale. This consolidation is not without risk, as it
Navigating the Uncertainty of the Energy Transition: Strategies for Institutional Investors
Strategies that institutional investors can use to navigate these uncertainties and mitigate potential risks of an accelerated energy transition.
Our Take: Climate Week NYC 2024
Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.
Energy Transition: How Fast Will It Happen?
As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.
Back to School 2024: Navigating the ESG Backlash and Fossil Fuel Resurgence
As university campuses across the United States spring back to life this fall, endowment managers find themselves at a crossroads, facing a landscape markedly different from just a year ago.
Watch – Transition Trackers: Oil & Gas Metrics that Matter
Thanks for watching our webinar Transition Trackers: Oil & Gas Metrics that Matter Hosted by Chris Ito, CEO of FFI Solutions, this session will unveil our new Transition Trackers that monitor how markets are valuing the transition strategies of energy producers. David Root, Head of Product Management, and Drew Haluska, Senior Analyst, will dive into
Energy Transition Trackers Commentary July 2024
Summary For integrated oil and gas companies, Leaders taking more ambitious transition steps have largely under-performed Laggards recently Markets appear to have rewarded integrated Laggards prioritizing capital returns over the long-term low-carbon investments of Leaders There is recent convergence between integrated Leaders and Laggards For E&P companies, Leaders outperformance can be traced to business models
Transition Trackers: Oil & Gas Metrics that Matter
COP28 signaled global acknowledgement that the world’s economies must shift from fossil fuels. Join FFI Solutions for a timely, thought-provoking webinar on reshaping financial strategies amidst the energy transition.
Net Zero News – Standing Up for Climate Science
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
Measuring Physical Climate Risk: Lessons from the Los Angeles Wildfires
The recent wildfires in Los Angeles, now estimated to be the costliest wildfire disaster in U.S. history, are a stark reminder of the increasing need to understand and manage physical climate risks. As we emphasized in our earlier blog following hurricanes Helene and Milton, integrating climate risks into decision-making is no longer optional—it is essential.
The Strategic Pivot: Total Portfolio Approach and the Climate Question
For decades, Strategic Asset Allocation (SAA) has been the north star for institutional investors. It’s methodical, disciplined, and leans on historical data to craft asset class targets that are intended to optimize portfolio returns for a given level of risk. But here’s the catch: the future, especially one featuring climate change, will not look like
Investment Shifts & Climate Imperatives: Top Net Zero News Reads of 2024
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
America in Transition: Could Oil & Gas Merger Arb Be an Impact Strategy?
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part three of the series. Before FFI, I was head of portfolio management at a large
ExxonMobil’s Darren Woods at COP29: Listening to the Other Side
It’s easy, even reflexive, to dismiss ExxonMobil as a villain in the climate narrative. For many responsible investors, the name conjures anger – a natural reaction to decades of documented disinformation campaigns underwritten by fossil fuel interests that questioned climate science and delayed global climate action. If you’re invested – figuratively and emotionally – in
America in Transition: Unbundling Climate from ESG
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part two of the series. With the start of COP29, and in the wake of Donald
Intern Insights: Daily Dispatches from COP29 Baku
Welcome to our daily blog from COP29 in Baku, Azerbaijan, where FFI Solutions’ Sustainability Research Analyst Intern, Emily Wong, will share her thoughts and insights from the conference. Emily brings a wealth of knowledge and passion to this critical global conversation. As a student at Colby College pursuing an Economics and Environmental Policy degree, Emily
America in Transition: What Now for the Energy Transition?
America in Transition examines the implications of the 2024 election on climate policy, sustainable investing, and energy markets. This series explores how investors can navigate the shifting landscape while maintaining focus on long-term climate risks and opportunities. This is part one of the series. Last night’s election granted Donald Trump a return to the U.S.
Helene and Milton: When is Enough, Enough?
The devastation caused by hurricanes Helene and Milton forces us to confront, once again, the growing threats posed by extreme weather events. While our concerns first and foremost are with the communities reeling with the aftermath of powerful storms, the financial community must also consider the adverse financial implications resulting from the increasing frequency of
Navigating the Uncertainty of the Energy Transition: Strategies for Institutional Investors
Strategies that institutional investors can use to navigate these uncertainties and mitigate potential risks of an accelerated energy transition.
Our Take: Climate Week NYC 2024
Climate Week NYC 2024 was bigger than ever. Here’s our snapshot of the week’s takeaways and highlights as we look to connect the dots and perspectives of various stakeholders.
Energy Transition: How Fast Will It Happen?
As the world grapples with the impacts of climate change, economic shifts, and evolving technological landscapes, the move towards a cleaner, more sustainable energy system is inevitable. However, the speed and scale of the transition remain hotly debated.
Back to School 2024: Navigating the ESG Backlash and Fossil Fuel Resurgence
As university campuses across the United States spring back to life this fall, endowment managers find themselves at a crossroads, facing a landscape markedly different from just a year ago.
Bridging the Atlantic: Decoding the U.S.-Europe Climate Investing Disconnect
European investors are widely recognized as leaders in integrating Environmental, Social, and Governance (ESG) considerations into their investment strategies. In contrast, while U.S. institutional investors have increasingly adopted responsible, sustainable or impact strategies, they have and will continue to be motivated primarily, if not solely, by the pursuit of their own risk-adjusted performance goals. Further
Oil and Gas M&A — What Does it Mean for the Energy Transition?
Oil and gas M&A in Q1 2024 shows financial discipline and strategic sustainability, balancing profitability with energy transition.
Earth Day 2024: A Journey From Capital Markets To Sustainable Solutions
Recognizing Earth Day 2024, a personal blog from our CEO. On this Earth Day 2024, I’d like to talk about a special trip I’m making to attend a screening of the documentary film “Canary” on the campus of The Ohio State University. This thought-provoking documentary chronicles the life and work of Dr. Lonnie Thompson, a
March Madness – A Climate Investing Playbook for University Endowments
Some sports fans would say that March is the best time of the year. College conference basketball tournaments, and then the NCAA men’s and women’s tournaments. So how, you ask, is March Madness related to climate change? Well, let’s see if we can find some analogies that might resonate with endowment investment teams and trustees
SEC Climate Disclosure Rules: No One Happy. No One Devastated.
The Securities and Exchange Commission (SEC) has finally issued its much-anticipated climate disclosure rules. As expected, it has received criticism both from climate activists disappointed by the removal of certain provisions contained in earlier drafts, and from members of the business community who cite regulatory over-reach and a veiled attempt to phase out fossil fuels.
Decoding 2023: Key Themes from Our Top 10 Net Zero News Reads
In a year marked by crucial climate discussions and industry shifts, we offer our readers a snapshot of the key topics that captured your attention in 2023.
