2022 & 2023 - Boutique Manager of the Year
A smarter approach to sustainable investment
The Environmental Finance Sustainable Investment Awards are free to applicants and open to all organisations globally. These awards were given on 29 June 2022 and 28 June 2023, and relates to the annual period May 21-May 22 and May 22-May 23.
Osmosis launched in 2009 and is majority owned by management and employees. The company is headquartered in London with a growing presence in North America. Our philosophy is that for sustainable investment to gain mainstream adoption, positive environmental impact should not come at the cost of portfolio performance.
Our team of quantitative environmental analysts and portfolio managers are singularly focused on delivering three levels of impact. Better risk-adjusted returns, measurable environmental reductions and an active engagement programme to promote better corporate environmental disclosure.
Government Pension Funds, State Pension Funds, Insurance Companies, Foundations, Endowments, Family Offices and Banks, are amongst our client roster spanning North and South America, Mainland Europe, Nordics and the UK.
We target three pillars of impact
Superior Risk-Adjusted Returns
~$14bn sustainable assets under management
as of 15 November 2023
Our objective approach to environmental investment is driven by over a decade of proprietary research enabling the construction of our proprietary sustainable investment factor. Research, both internal and external, has demonstrated that our Resource Efficiency factor is uncorrelated to other common factors and is a predictor of future firm value.
As companies globally set increasingly ambitious Paris aligned or Net Zero targets, our objective research process effectively measures a company’s sustainable action vs its sustainable intent. In order to meet our clients’ goals, we utilise this sustainable investment factor as the core source of financial and environmental return across all of our funds and strategies. Our portfolios overweight efficient companies and underweight, or short, inefficient companies, while targeting specific risk profiles and investment styles.
Importantly, all our portfolios demonstrate significantly less ownership of Carbon, Water and Waste than their respective benchmarks.
Enables high-quality companies with strong management teams to generate a competitive advantage
Captures the intangible value of environmental resilience and mitigates long-term climate change risk
Identifies companies that are transitioning to a greener economy and have lower environmental risks
Ranked top for costs and performance by leading Cost Transparency Initiative (CTI) data provider ClearGlass Analytics.
* ClearGlass collected and compared data from 80 asset managers in Active Equity or Active ESG Equity Funds, for the annual period 2022. Osmosis received the Outcome Variance Analytics in April 2023. Osmosis did not pay to be included in the group of asset managers ClearGlass reviewed, however Osmosis provided compensation to ClearGlass to obtain the Outcome Variance Analytics and report.
Our Environmental Impact
The Resource Efficiency Signal generates a significant reduction in the resource footprint of all our portfolios relative to their benchmarks. Osmosis’s strategies save an average reduction of – 51% in carbon, -70% in water, and -55% in waste, relative to their benchmarks (as of 30 September 23).
in Co2e emissions
Pioneering a sustainable approach that aligns with efforts to combat climate change.
Osmosis Quarterly Investment Review and Outlook – June 30, 2023.
CIO Robbie Parker CFA looks at the snowballing crises facing Europe