ENHANCED INDEXING: THE SUSTAINABLE SWEET SPOT

For investors interested in cost-efficient sustainable investing, enhanced indexing could provide the answer.

This post is issued by Osmosis (Holdings) Limited, a London based investment management group. For more information, please contact Lisa Harrison on 07716 912832 or [email protected]

For investors interested in cost-efficient sustainable investing, enhanced indexing could provide the answer. Enhanced indexing attempts to generate modest excess returns compared to traditional index funds and other passive management techniques.


Summary


• Passive investment funds are unable to deliver a comprehensive sustainable investment solution


• We believe that a low-cost enhanced indexing approach could be the sustainable investment sweet spot

• The approach targets outperformance retains the market’s risk profile, and significantly improves the sustainable footprint


• Identification of a successful alpha signal is key, but a challenge solved by only a few in the ESG space


• Osmosis has successfully identified Resource Efficiency as a persistent environmental performance driver

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Important Information

This document was prepared and issued by Osmosis Investment Research Solutions Limited (“OIRS”). OIRS is an affiliate of Osmosis Investment Management US LLC (regulated in the US by the SEC) and Osmosis Investment Management UK Limited (regulated in the UK by the FCA). OIRS and these affiliated companies are wholly owned by Osmosis (Holdings) Limited (“Osmosis”), a UK based financial services group. Osmosis has been operating its Model of Resource Efficiency since 2011.

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