FOR IMMEDIATE RELEASE
Date: December 10, 2025
Oakledge Advisors and FFI Solutions Announce Strategic Alliance to Deliver Integrated Sustainability Strategy and Climate Intelligence for Institutional Investors
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.
Boston, MA and New York, NY — December 10, 2025 —
Oakledge Advisors and FFI Solutions today announced a strategic alliance combining their
complementary strengths in sustainability strategy, climate analytics, investment research, and
product innovation. The partnership advances a new model of independent advisory by
providing institutional investors, asset managers, and ecosystem partners with an integrated
solution to design, implement, and evaluate climate-aligned investment approaches.
As regulatory and market pressures intensify, a clear market gap has emerged: investors need
partners who can integrate sustainability strategy, analytics, and implementation. Yet the
provider market remains fragmented, offering either narrow point solutions or conflicted advisory
relationships — rarely both breadth and independence.
Oakledge was launched to address this gap, and the Oakledge–FFI alliance expands that
capability by combining Oakledge’s institutional advisory expertise with FFI’s decade-long track
record of providing sustainability intelligence, research, and pragmatic, market-focused advice
since its founding in 2013. Together, the partnership offers a comprehensive solution that helps
asset allocators, managers, and ecosystem partners translate sustainability objectives into
actionable, investable outcomes.
“Institutional investors are telling me that the landscape is becoming too complex to navigate
with fragmented tools or narrowly defined service providers,” said Max Messervy, Founder and
Principal of Oakledge Advisors. “They want independent partners who can integrate
sustainability strategy with credible climate intelligence, informed market positioning strategy,
investment research, and hands-on implementation support; that is the market gap Oakledge
was launched to address. By joining forces with FFI — and their network of subject matter
experts — we are strengthening our ability to deliver an open-architecture, fiduciary-aligned
platform that helps investors and the ecosystem partners who work alongside them, including
NGOs and international financial institutions, operationalize sustainability in a rigorous and
investable way. This partnership also advances the new model of independent strategic
advisory we founded Oakledge to build.”
The offering is intentionally modular. For some clients, the alliance provides an on-call strategic
sustainability function — supporting capabilities typically associated with a Chief Sustainability
Officer, including strategy development, product engagement, portfolio diagnostics, and cross-
functional coordination. For others, Oakledge and FFI will engage on discrete initiatives such as
climate-solutions benchmarking, fiduciary and policy analysis, or investor-facing
communications.
“We are delighted to partner with Oakledge Advisors,” said Chris Ito, CEO of FFI Solutions.
“Max and I have developed a strong working relationship built on shared principles:
independence, analytical rigor, and practical implementation. Investors tell us they want
sustainability intelligence aligned with institutional decision-making — which has always been
central to FFI's approach. Oakledge brings complementary strategic expertise, and together we
offer clients comprehensive guidance to navigate sustainability challenges with clarity and
confidence.”
Combined Capabilities Include:
● Sustainability and climate strategy development
● Climate risk analytics, portfolio diagnostics, and benchmarking
● Product and investment-strategy positioning (public and private markets)
● Climate solutions opportunity mapping and research
● Governance, policy, and fiduciary analysis
● Stakeholder engagement, reporting, and communications support
● Investment manager and vendor due diligence
● Training and capacity-building for investment teams, boards, and committees
Upcoming Oakledge + FFI Webinar:
Oakledge and FFI will be co-hosting a webinar to share more information about their strategic
alliance and how they will deliver enhanced offerings to institutional investors and the
ecosystem partners who partner with and support them.
The webinar will be held on January 14, 2026 at 11:00 Eastern US (NYC/Boston) time. We
welcome all interested parties to join, and the media is welcome. Register for the webinar at this
link.
About Oakledge Advisors
Oakledge Advisors is an independent, intentionally unconflicted strategic advisory platform that
supports asset owners, asset managers, and ecosystem partners in navigating sustainability
and climate-related challenges, with a focus on the systemic issues that shape long-term
investment outcomes. Drawing on deep expertise in investment strategy and institutional
governance, Oakledge helps clients translate sustainability goals into actionable investment
frameworks, product strategies, and engagement approaches that are grounded in fiduciary
considerations and practical implementation realities.
Learn more at: www.oakledgeadvisors.com
About FFI Solutions
FFI Solutions is a leading provider of climate data, research, and analytics for institutional
investors. For over a decade, FFI has supported clients seeking to understand and manage the
financial impacts of the energy transition through proprietary data sets, analytical tools, and
thematic research.
Learn more at: www.ffisolutions.com
Media Contact
Oakledge Advisors: media@oakledgeadvisors.com
FFI Solutions: info@ffisolutions.com
Via: PR Newswire