Zfolio was founded to
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Promote the Partnership for Carbon Accounting Financials (PCAF) as the global standard for financed emission attribution, including the data quality score.
2
Improve the integrity of portfolio greenhouse gas emission calculations, and make emissions management more widely accessible and useful.
3
Help financial organisations more effectively allocate capital towards climate transition opportunities, and engage with the companies they finance.
Zfolio addresses a key gap in the capabilities of financial organizations. Managing financed emissions is not the same as a corporate GHG inventory – the calculations are specialized and complex, data is often unavailable or unreliable, and management requires an understanding of conventional and climate-related risks, opportunities and trade-offs. According to Bloomberg, global ESG assets may surpass $41 trillion by 2022 and $50 trillion by 2025. Organizations often have climate-related targets but do not have access to reliable, fast, transparent analysis of financed emissions.
Leadership
Dan Rissin
Dan has over 20 years of experience in financial technology and entrepreneurship and has recently completed an MSc in Climate Change Management and Finance at Imperial College London.
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In 2007 Dan founded AlphaDesk, a very successful financial software company, providing trading, risk, accounting and operational tools to hedge funds and traditional asset managers globally. AlphaDesk was acquired by Refinitiv (now part of LSEG) in 2019.
Dan previously also founded TrueRisk, an early leader in enterprise risk management systems and derivative securities modelling.
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Both these software businesses developed mission critical trading and risk management solutions that became market leaders internationally. Clients included major banks as well as investment managers and hundreds of smaller organizations, including for example, JP Morgan, Bank of America, Morgan Stanley, Goldman Sachs, CalPERS, Royal Bank of Canada, Barclays, Deutsche Bank, BNP, Santander, MUFG Bank and National Australia Bank.
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The products' success was achieved through Dan's ability to understand and anticipate industry requirements, translate those requirements into software and build great teams to support the software.
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In addition to his MSc, Dan has an MBA from the University of Toronto, and a BSc Engineering from the University of Cape Town.
Peter Howard
Peter is an executive consultant on climate-related risks, opportunities, technology and disclosure, with a focus on decarbonization business strategy. At Pond Technologies, Peter works directly with greenhouse gas emitters to implement technology to reduce emissions and create shareholder value. Peter was involved in raising over $35 million in equity, debt and government grants, completing two major acquisitions, and led a team of scientists and engineers to continuously innovate Pond’s carbon capture and utilization technology.
Previously, as a management consultant, Peter worked with major international companies to create corporate climate strategies that align ESG initiatives with financial objectives. While leading climate change engagements at PwC in Toronto, Peter worked with global corporations including Bombardier, Microsoft, Fairmont Hotels and Resorts and many others, delivering climate change management consulting services. These were typically a mixture of emissions inventories, reduction strategies, disclosure, and risk and opportunity identification.
Peter received his Masters of Environmental Studies (Diploma in Business and the Environment) from York University in Toronto, and a BSc from Dalhousie University. Peter also teaches climate change strategy at the University of Toronto.
Advisors
Jason Taylor
Jason is a capital markets professional with over 20 years' experience. He founded Climate Finance Advisors, a boutique sustainable investing and environmental finance firm. Previously he led the development of the sustainable finance strategy for two Canadian banks. He completed an MBA focused in sustainability, strategy, and innovation management at McGill/HEC Montreal, and he is a CFA and CAIA charterholder. He is currently pursuing a masters in sustainability management at HEC Montréal. He serves as a board and investment committee member of the Foundation of Greater Montreal.
Kevin Galliers
Kevin has extensive experience in financial technology as an IT professional and in the financial services software sector, having started his career at Standard Chartered. He now advises, and invests in, technology providers focused on the digital transformation of the finance sector, helping to develop revenues based upon brand/market awareness, and go-to-market/sales strategy.
Outside of family, sailing takes up the rest of his time.