The Model of Resource Efficiency
Our portfolios are systematically constructed based on extensive proprietary research. Through the standardisation of unstructured environmental data, our research process gives context and comparability to corporate environmental disclosures by objectively comparing the environmental balance sheets of companies across 32 industry sectors. Our evidence-based approach, through the stripping out of subjective data, measures sustainable action over intent.
The environmental data and sustainability insights we collect grow more significant by the year. Our resource efficiency database (MoRE) dates back to 2005, and covers over 1000 companies in the developed markets. We believe it is one of the most extensive repositories of environmental data in the world. This gives Osmosis a deep perspective on a company’s relative resource efficiency.
Thought Leadership
As everything heats up, risk management is more important than ever!
Osmosis Quarterly Investment Review and Outlook – June 30, 2023.
Crisis to crisis…where do we go from here… another crisis!
CIO Robbie Parker CFA looks at the snowballing crises facing Europe
The Obstructive Role of Scope 3 Emissions Data in Portfolio Construction
A Call for Industry Change
Where does the next bout of value arrive from?
With recent GDP numbers coming out better-than-expected have Central Banks achieved a soft landing?
Is this the end of the free money experiment?
Central Banks got unlucky…perhaps, but if it hadn’t been for
As commodity prices increase, so does the importance of using them wisely
Waste efficiency has never been so important to a corporate’s bottom line
The Time Value of Carbon
The best time to invest in the environment was yesterday, the second-best time is now
Waste Alchemy, Opening a Can of Worms?
Sewage sludge treatment is becoming one of the most significant challenges for domestic wastewater management
Scope 3 Reporting: Where being Green is far from Black and White
Scope 3 disclosures* often raise more questions than they can answer.
COP 26. The only boundaries we now face, like climate change itself, are man-made
As the dust begins to settle on COP 26, our immediate
Assigning an internal price to GHG emissions
Much depends on how high or low that price has been set.
The Cost of Carbon through the Resource Efficiency Lens
Osmosis research shows carbon tax would have devastating impact on inefficient companies
Price spikes put renewed focus on construction waste
The resource-intensive sector’s approach to waste management has never been more important.
The environment is not just a carbon issue
While heavy carbon emission is a slow-burn issue, water shortage has a unique immediacy.
Why inflation doesn’t need to cost the earth
Even if upward pressure on prices persists, sustainability can still be a winning theme.
‘Say on Pay’ failures could provide a strong indicator of stock price underperformance
Those companies focusing on delivering undue compensation to executives might also be those which place a low priority on full ESG disclosure.
ESG scores: an outdated concept
It’s time the investment industry changed its attitude towards ESG scores, argues Dr Tom Steffen.
ESG: THE ‘EQUITY VACCINE’ DURING COVID-19 CRASH?
In the aftermath of the COVID-19 crash in March this year, many were quick to point towards the superior performance of ESG Stocks.
ENHANCED INDEXING: THE SUSTAINABLE SWEET SPOT
For investors interested in cost-efficient sustainable investing, enhanced indexing could provide the answer.
ESG. So far, a triumph of form over substance
ESG,, the abbreviation that has taken the investment world by storm over the last few years, is plagued by vague use of terminology.
COVID-19: MAINTAINING MARKET NEUTRALITY
The recent market sell-off has been one of the most volatile in trading history.
BETTER TIMES AHEAD FOR LOW VOLATILITY
Minimum risk has done well in recent years; even better times lie ahead.
Why the E from ESG is far from Easy
Corporate environmental (E), social (S), and governance (G) dimensions are inherently difficult to assess.