Osmosis Investment Strategies
STRATEGIES
Developed Core Equity Fossil Fuel Transition
A smart divestment approach developed to help investors meet their ex-fossil fuel commitments in a systematic and risk-controlled developed markets equity portfolio. Excluded transitioning companies in the utility sector are subject to the possibility of re-inclusion. The Strategy significantly reduces the ownership of carbon, water and waste whilst targeting better risk-adjusted returns than the benchmark.
STRATEGIES
Developed Core Equity Transition
A more sophisticated solution than traditional Low Carbon Indices. Common factor exposure is neutralised and the risk budget is reassigned towards Resource Efficiency as opposed to simply reweighting based on Market Capitalisation. Designed to target enhanced risk-adjusted returns while delivering significantly less ownership of Carbon, Water and Waste than the benchmark.
STRATEGIES
Emerging Markets Transition Leaders
An all-economy, systematic approach which aims to uncover Emerging Market investment opportunities not fully recognised by the broader market. The resulting portfolio demonstrates significantly less ownership of carbon, water and waste than the benchmark whilst targeting better risk-adjusted returns.
STRATEGIES
Developed Core Equity (ex Japan) Transition
The Osmosis Developed Core Equity (ex Japan) Transition Strategy (formerly Resource Efficient Core Equity Ex Japan) seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World ex Japan. The Strategy excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Style Category: Large Cap Blend
STRATEGIES
Developed Core Equity (ex Aus) Transition
Part of the Core Equity suite, this ex Australia approach was developed to meet the needs of our growing Australian client base. Designed to target enhanced risk-adjusted returns by while delivering significantly less ownership of Carbon, Water and Waste than the benchmark.
STRATEGIES
World Transition Leaders Model
A higher active strategy designed to outperform the MSCI Developed World Index by systematically selecting the most resource efficient companies across 34 industry sectors. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
STRATEGIES
Resource Efficient Low Volatility
The Osmosis Resource Efficient Low Volatility Strategy seeks superior risk-adjusted returns relative to the MSCI World Index, by delivering a minimum variance portfolio of resource efficient stocks. The strategy excludes financials and REITs, tobacco, energy, aerospace & defence and companies that breach the UN Global Compact on social and governance safeguarding. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
Style Category: Large Cap Low Volatility
STRATEGIES
Resource Efficient Equity Market Neutral
The Resource Efficient Equity Market Neutral Strategy seeks absolute risk-adjusted returns by targeting maximum resource efficiency exposure on the long side and maximum resource intensity on the short side. The strategy excludes financials and REITs, tobacco and companies that breach the UN Global Compact on social and governance safeguarding. The Resource Efficiency Alpha Signal generates a significant reduction in the ownership of Carbon, Water and Waste when comparing the long book to the short book.
Style Category: MoRE World Sustainable Market Neutral
STRATEGIES
International Value Transition Leaders
An ex-US approach which seeks to identify environmental leaders that trade at a lower price to fundamentals in every sector across the economy. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
STRATEGIES
International Transition Leaders
A higher active strategy designed to outperform the MSCI World Ex USA Index by systematically selecting the most resource efficient companies across 34 industry sectors. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.
STRATEGIES
International ADR Transition Leaders
A higher active strategy where only stocks with an ADR and a positive Resource Efficiency score are eligible for selection. Designed to target enhanced risk-adjusted returns by while delivering significantly less ownership of Carbon, Water and Waste than the benchmark.