Equities
Multi Factor Solutions
Built to weather every season
Re-thinking traditional factors for today’s economy.
Today's markets are shaped by concentration, intangible assets, changing sector dynamics and growing capital requirements associated with the corporate sustainable transition.
We believe that as the drivers of value creation evolve, the factors used to navigate markets should evolve too.
METHODOLOGY
A Flipped Approach
Most factor houses start with factors and add sustainability; we started the other way around.
Evolving Traditional Factors
We take established factor theory and adapt it for real-world investing, refining definitions to reflect market dynamics, implementation risks and the microstructure behind factor returns.
A Sustainable Core
By integrating proprietary environmental signals directly into our investment framework, sustainability is built in, not bolted on.
Bespoke Solutions
A modular architecture enables tailored portfolios built around each client’s objectives and risk budgets.
PRODUCT LAUNCH
Osmosis launches 48 new factor indices
Most sustainable factor strategies start with traditional factors and add sustainability as an overlay. We built ours differently.
The iSTOXX Osmosis Multi-Factor Transition Indices start with Osmosis’ proprietary sustainability signals and build the traditional factor framework around them.
OUR APPROACH
How are we evolving traditional factor definitions?
Our approach combines traditional investment factors with Resource Efficiency; a proprietary sustainability factor developed over nearly two decades of research.
Value
Adjusted for future embedded value (e.g. R&D), not just historical accounting
Quality
Focuses on sustainable and durable profitability
Momentum
Assesses risk-managed momentum rather than pure price trends
Low Volatility
Targets downside risk, not just total volatility
Size
Integrated through portfolio construction instead of isolated exposure
Resource Efficiency
Introduces an uncorrelated sustainability signal, integrated from the ground up
A Modular Framework
Our modular suite of 48 indices gives investors the flexibility to combine exposures for different investment objectives
Our Indices
Built to stand alone or work together
“The foundations of factor investing were built decades ago. Our job is to make them relevant to today’s economy, today’s markets and the realities of managing money.”
