FFI, Clean Edge, and Alpha Vee Solutions Release Energy Transition Long-Short Strategy

Energy Transition Long-Short Strategy Logos


Media/Business Contacts:
Chris Ito, FFI
[email protected]
Ron Pernick, Clean Edge
[email protected]
Leigh Eichel, Alpha Vee Solutions
[email protected]


New York, NY, September 12, 2018 – Index providers FFI, Clean Edge, and Alpha Vee Solutions today released the Energy Transition Long-Short Strategy, a thematic investment opportunity constructed to capture the potential upside of a transition to a low-carbon economy. The strategy, which is long clean energy companies and short fossil fuel reserve owners, is based on the view that economic, technological, and policy forces will continue to accelerate the global shift to clean energy.

The long portfolio is comprised of 40 companies selected from the Clean Edge universe of more than 100 clean energy, advanced transportation, and grid companies using fundamental quality factors. The 20 fossil fuel companies comprising the short portfolio are selected from FFI’s Carbon Underground 200™ list using metrics that measure a company’s exposure to stranded asset risk. Long and short positions are adjusted dynamically using Alpha Vee’s proprietary quality, value, and momentum factors.

The current top 10 long holdings are: SolarEdge Technologies, Badger Meter, TPI Composites, Sif Holding, Osaki Electric, Ørsted, Control4, Daqo New Energy, Canadian Solar, and Prysmian.

The net long exposure ranges from 40% to 100% with the short position comprising 20% or 30% depending on the momentum indicator. The strategy is reconstituted every six months and rebalanced quarterly.

For more information about the strategy and licensing, visit http://fossilfreeindexes.com/energy-transition-strategies/

About FFI

FFI enables investment professionals to mitigate the risks associated with climate change using customized strategies, indexes, and portfolio carbon-risk measurement expertise. www.fossilfreeindexes.com

About Clean Edge             

Clean Edge, Inc., a clean-energy stock index pioneer, serves corporate, utility, and financial clients working to transition to a low-carbon economy via indexes and the production of industry events. www.cleanedge.com

About Alpha Vee Solutions

Alpha Vee Solutions is a global independent investment strategist that licenses dynamic and smart beta multi-factor indices to leading asset managers. www.alphavee.com