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SMART BETA – RETURN PATTERN ANALYSIS

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]

Executive Summary

The Osmosis MoRE World Smart Beta Fund1 seeks to generate returns based on Osmosis’
Model of Resource Efficiency (MoRE). Resource efficiency (RE) is measured at the company
level, using Osmosis’ proprietary environmental database, and focuses on the quantity of
water, carbon emissions, and waste created to produce each unit of revenue.
Stocks held within the Osmosis MoRE World Smart Beta Fund are weighted depending on
their measure of resource efficiency as calculated using Osmosis’ proprietary ‘RE’ factor. For
clarity, the portfolio maintains overweight positions in those companies which most efficiently
use limited resources and underweight positions in resource intensive companies.
The investment literature is awash with studies asking whether ‘environmentally friendly’ (or
‘green’) portfolios can be operated without incurring a financial penalty. The Fund has
consistently demonstrated positive returns relative to the MSCI World benchmark since its
launch in June 2017 (Figure 1); all this while significantly reducing the environmental footprint
of the investments held.

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Important Information

Global Investors (ex US). This report is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis 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.


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”).

IMPORTANT INFORMATION:

Global Investors (ex US and Australia). This document is issued in the UK by Osmosis Investment Management UK Limited (“Osmosis”). Osmosis 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”). 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”).

Australia Investors: This document is issued in Australia by Osmosis Investment Management (Australia) Pty Ltd (ABN 80 670 854 798, CAR No. 001305635) 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 (Australia) Pty Ltd) is a member of the Osmosis group of companies, the parent company being Osmosis (Holdings) Limited a UK company headquartered in London.

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