September, 2014 Toggle

Why It’s Hard to Divest From Fossil Fuels (Even If You Want To)

The focus of the divestment movement is on reserve ownership, because most of that has to stay in the ground. Money Magazine's Pat Regnier, reviewing fossil free mutual fund investment options, cites FFI's Carbon Underground 200 and quotes CEO Stuart Braman. Read the full article here.

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In the News: Green And Growth Can Go Hand In Hand Together

Forbes Contributor Dina Medland highlights Fossil Free Indexes' FFIUS license agreement with Parametric Portfolio Associates in her article on the new embrace of ESG factors in corporate and investment decisions. Read the full article here. FFI’s focus on index products and research highlighting the carbon emissions embedded in the portfolios of institutional and individual investors aligns with the values and concerns of many investors.

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FFI’s Divestment Strategies Now Available through Parametric Portfolio Associates

We are pleased to announce that we have just licensed our index, the FFIUS, as well as The Carbon Underground 200 (CU200), our list of the top 200 public fossil fuel companies based on the carbon content of reported reserves, to Parametric Portfolio Associates, a leading global asset management firm. Our agreement with Parametric allows them to offer investments in our index, as well as any investment strategy, active or passive, screened for...

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Press Release: Fossil Free Indexes’ Divestment Strategies Are Now Available through Parametric Portfolio Associates

NEW YORK - Fossil Free Indexes (FFI), an environmental, social, and governance (ESG) index and research company, has licensed the Fossil Free Indexes US (FFIUS) to Parametric Portfolio Associates, a leading global asset management firm. The asset manager will make the index available to institutional investors and advisors of high-net-worth individuals. With this offering, the FFIUS is available for the first time to investors interested in...

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Fossil Free Indexes US – Inside the Numbers: Part III – Mathematical Illustration

Research Brief Series Before you read this mathematical illustration, make sure you've read part III in this series. Let’s suppose we have a portfolio that contains three stocks, one of which belongs to the Carbon Underground 200 (CU 200), 2014. The return on this portfolio is equal to an average of the returns on the three stocks, where the average reflects the percentage of each stock in the portfolio. Of course the proportion of each...

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Fossil Free Indexes US – Inside the Numbers: Part III

Research Brief Series I noted previously that many people, when they hear that FFIUS is based on a negative screen applied to the S&P 500 index, conclude this screen must entail a sacrifice in expected return relative to the index. Why people have adopted this view as true is an interesting topic, but one I reserve for another post. In this post my purpose is quite narrow, specifically to show, in a simple way, why it isn’t true that...

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Announcing Our Latest Report: A Tally of CO2 Emissions Financed by CalPERS Portfolio

We are pleased to announce the release of our latest report, “The CalPERS Portfolio and Fossil Fuel Reserve-related CO2 Emissions 2004-2013.” CalPERS (the California Public Employees' Retirement System) is the nation’s largest pension fund at $301 billion dollars. The report reviews CalPERS’ share of global fossil fuel reserves. Our findings show that the financed emissions supported by CalPERS’ oil and gas holdings would be equivalent...

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Press Release: New Report Tallies CO2 Emissions Financed by CalPERS Portfolio, Highlights Investment Risks

NEW YORK - Fossil Free Indexes (FFI), an environmental, social, and governance (ESG) index and research company, today released a report entitled “The CalPERS Portfolio and Fossil Fuel Reserve-related CO2 Emissions 2004-2013.” The report reviewed CalPERS’ share of global fossil fuel reserves, finding that the financed emissions supported by CalPERS’ oil and gas holdings would be equivalent to the emissions embedded in reserves held by...

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In the News: This Approach to Climate Change Doesn’t Involve Obama, the Senate or the UN

Unorthodox hypothesis: that reducing diversification in a portfolio won’t necessarily reduce its risk. Eric Rosten of Bloomberg's The Grid suggests that perhaps it’s time for investors to save the planet and offers up Fossil Free Indexes' FFIUS index as the vehicle to make it happen. See his post This Approach to Climate Change Doesn't Involve Obama, the Senate or the UN.

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