FFI Solutions’ Energy Transition Long-Short US (ETLS-US) Posts Strong 2020 Results

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ETLS-US strategy ranked as the #1 long/short index strategy and #2 performing SRI/ESG Index on the SMArtX platform

FFI Solutions, a research and analytics-driven advisory firm committed to climate-aligned investing, announced that its Energy Transition Long-Short US (ETLS-US) model portfolio closed 2020 as one of the notable performing indexes on the SMArtX Advisory platform. For the year ending 12/31/2020, ETLS-US was the #2 performing SRI/ESG index model on SMArtX out of 32 models, and the #1 long/short index model out of 30 offerings. In addition, ETLS-US was fifth overall performing model out of all 715 models and indexes widely available on the SMArtX platform. The ETLS-US index model on SMArtX posted annual returns of 83.01% for the year ending 12/31/2020 compared to a return of 18.4% S&P 500 for the same time period1.

ETLS-US is a thematic rules-based investment strategy launched as a model portfolio on SMArtX in February 2019. Designed to capture returns associated with the technological, economic, and demographic trends that favor clean energy over fossil fuels, the model portfolio is long clean energy, advanced-transportation, and grid-related companies. Short positions are selected from The Carbon Underground 200TM (CU200), FFI Solutions’ exclusionary list of the top global publicly-owned coal, oil, and gas companies ranked by the potential carbon emissions embedded in their reserves.

“The move toward climate-aligned investment strategies is accelerating, as investors now demand clean energy and other ESG-focused opportunities,” explains Michael Palmieri, CEO of FFI Solutions. “In the fourth quarter of 2020, we saw a 460% increase in RIA assets using the ETLS-US model, inclusive of returns. For RIAs seeking an innovative strategy that tracks the energy transition, our unique ETLS-US model addresses clients’ needs for responsible investments and performance.”

About FFI Solutions
FFI Solutions (http://www.ffisolutions.com) is a research and analytics-driven advisory firm that empowers investors and asset managers to transition to more sustainable investments. Rooted in climate change impact since 2013, it is the creator of The Carbon Underground 200TM, an exclusionary screen used by some of the world’s leading asset managers and investment firms as the tool for the transition of more than $7 billion in fossil free portfolios and newly created sustainable products. Its affiliate, FFI Advisors, (http://www.ffiadvisors.com), is a performance- and mission-driven investment manager focused on developing climate-aligned strategies.

About SMArtX Advisory Solutions
SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional, alternative, and passive direct index strategies in a unified managed account structure. The firm also licenses its proprietary managed accounts technology to replace help firms replace legacy technology and power several investment platforms for RIAs, broker-dealers, and asset managers. Learn more about SMArtX Advisory Solutions at http://www.smartxadvisory.com.

1 Rankings and performance provided by SMArtX Advisory Solutions. Index and model portfolio fact sheets available to RIAs on the SMArtX platform.

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Lucy Di Rosa
FFI Solutions
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