Model Insights Archives - Osmosis IM - Sustainable Investments

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The Technology Hardware & Equipment Sector Split

A refined sector split enables more robust, like-for-like analysis.

Good vs Bad Reporting

A guide to understanding environmental disclosures

Footprint Methodology

Calculating the environmental impact of our portfolios

Report: Real Estate Investment Trust sector

Should REITS be included in the Model of Resource Efficiency?

Resource Efficiency and Economic Cycles

Efficiency in Expansion, Resilience in Recession

Resource Efficiency and Earnings Surprise

Does sustainability contribute to beating estimates?

The Economics of Resource Efficiency

The environment is not just a carbon issue.

IMPORTANT INFORMATION:

Global Investors (ex US and Australia). This document is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis UK”). Osmosis UK is authorised and regulated by the Financial Conduct Authority “FCA” with FRN 765056. This document is a “financial promotion” within the scope of the rules of the FCA. In the United Kingdom, the issue or distribution of this document is being made only to and directed only at professional clients (as defined in the rules of the FCA) (“Professional Clients”). This document must not be acted or relied upon by persons who are not Professional Clients. Any investment or investment activity to which this document relates is available only to Professional Clients and will be engaged in only with Professional Clients.

US Investors.This document is issued by Osmosis Investment Management US LLC (“Osmosis US”). Osmosis US is regulated in the US by the SEC.

Australia Investors: This document is issued in Australia by Osmosis Investment Management (Australia) Pty Ltd (ABN 80 670 854 798, CAR No. 001305635) (“Osmosis AUS”) is a corporate authorised representative of Eminence Global Asset Management Pty Ltd which is the holder of an Australian Financial Services Licence (AFS Licence No. 305573).

Osmosis Investment Management NL B.V.: (“Osmosis NL”) is a Netherlands-based entity that has obtained a license from the Dutch Authority for the Financial Markets as an independent regulated alternative investment fund manager and provider of discretionary portfolio management services. Osmosis NL is an affiliate of Osmosis UK.

Osmosis UK, Osmosis US, and Osmosis AUS are wholly owned by Osmosis (Holdings) Limited (“OHL”) and collectively referred to throughout as “Osmosis”, and with Osmosis NL, are collectively referred to throughout as “Osmosis Group”.

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Water: The Case for Investors

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Monthly Update from CEO Ben Dear – March 2026

Osmosis hires Mark Hardiman as CFO to help support next phase of growth

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The Technology Hardware & Equipment Sector Split

Hyperscale Data Centres

Good vs Bad Reporting

Footprint Methodology

Report: Real Estate Investment Trust sector

Resource Efficiency and Economic Cycles

Resource Efficiency and Earnings Surprise

The Economics of Resource Efficiency

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