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 is issued by Osmosis Investment Management US LLC (“Osmosis”). Osmosis Investment Management UK Limited (“Osmosis UK”) is an affiliate of Osmosis and has been operating the Osmosis Model of Resource Efficiency. Osmosis UK is regulated by the FCA. Osmosis and Osmosis UK are both wholly owned by Osmosis (Holdings) Limited (“OHL”).

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