News and Insights

The Oregon State Treasury has contracted with Oakledge Advisors to convene institutional investors that have highly diversified portfolios to identify and promote solutions to issues in carbon accounting unique to investors with large complex portfolios.

Resilience emerged as a key theme at New York Climate Week. Oakledge founder Max Messervy reflected on whether the growing focus on resilience risks overshadowing the continued need for mitigation.

Oakledge Advisors and our partner FFI Solutions are converging on Climate Week NYC. See where we’ll be, what we’re presenting, and how to connect with our team - in person, throughout the week.

Max Messervy, our founder joined Georges Dyer on the Intentional Endowments Network's Future of Finance podcast for a conversation on one of the most consequential relationships in institutional investing: the one between an asset owner and its investment consultant

They plan to merge under a new parent company, combining subscription-based sustainable investment data and research with strategic advisory services that help institutions navigate a period of accelerating structural change.

With the global climate investment landscape becoming increasingly polarised, strategic partnerships and bespoke mandates are the way forward argues Max Messervy, founder and principal of Oakledge Advisors, a consultancy supporting institutional asset allocators and managers on sustainable investment.

Partnership establishes a new model for independent strategic advisory and fiduciary-aligned sustainability intelligence through an open-architecture platform, supporting asset allocators, asset managers, and ecosystem partners in advancing sustainability goals.

Max Messervy, a former Mercer director, founded his independent firm, Oakledge Advisors, to help asset owners and other investors navigate climate strategy

 new independent advisory firm founded to help institutional investors, asset managers, and ecosystem partners navigate the challenges and opportunities of aligning long-term capital with the evolving economy and disrupted climate system.