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Osmosis Investment Strategies

Investment Strategies

Through the integration the MoRE factor into our portfolio construction process we also manage a range of style and regionally targeted portfolios. These investment strategies are delivered through separately managed accounts and sub-advisory relationships. All strategies target an improved return profile relative to the benchmark while delivering significantly reduced environmental footprints.

Investment Strategy Customisation

Osmosis has worked with a broad range of investors utilising our proprietary Resource Efficiency factor to deliver customised portfolios to meet particular investment objectives. These range from style exposures, regional exposures, faith-based overlays or ethical screens. Furthermore, strategies have been constructed to meet the requirements of trusts and sovereign wealth funds which benefit from domestic and international tax regulations.

STRATEGIES
MoRE World ex US

The MoRE World ex US strategy is designed to outperform MSCI World ex the US . The stocks are systematically selected from 32 industry sectors, developed markets ex US only,  each stock chosen for inclusion will be ranked in the top quartile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company.  The portfolio is broadly diversified across sectors excluding financials and has a large cap bias.

Style Category: Large Cap Blend
STRATEGIES
MoRE International ADR

The MoRE International ADR strategy is designed to outperform MSCI EAFE. The stocks are systematically selected from 32 industry sectors, developed markets ex US & Canada only,   each stock chosen for inclusion will be ranked in the top quartile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company.  The portfolio is broadly diversified across sectors excluding financials, only invests in stocks with ADR’s and has a large cap bias.

Style Category: Large cap blend
STRATEGIES
MoRE Europe

The MoRE Europe strategy is designed to outperform MSCI Europe. The stocks are systematically selected from 32 industry sectors, developed European markets only, each stock chosen for inclusion will be ranked in the top quartile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company.  The portfolio is broadly diversified across sectors excluding financials and has a large cap bias.

Style Category: Large cap blend
STRATEGIES
MoRE UK

The MoRE UK strategy is designed to outperform MSCI UK. The stocks are systematically selected from 32 industry sectors, UK listed stocks only, each stock chosen for inclusion will be ranked in the top quartile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company.  The portfolio is broadly diversified across sectors excluding financials and has a large cap bias.

Style Category: Large cap blend
STRATEGIES
MoRE Japan

The MoRE Japan strategy is designed to outperform MSCI Japan. The stocks are systematically selected from 32 industry sectors, Japanese listed stocks only, each stock chosen for inclusion will be ranked in the top quartile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company. The portfolio is broadly diversified across sectors excluding financials and has a large cap bias.

Style Category: Large cap blend
strategies
MoRE World Smart Beta Strategy

The MoRE World Smart Beta seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure whilst maintaining a tight tracking error to the MSCI World. The portfolio takes advantage of the inefficiencies of market cap weighted strategies by closely mimicking the factor exposure of the underlying benchmark with the active exposure being delivered through the resource efficiency factor. The resulting portfolio delivers a significantly reduced footprint relative to the benchmark.

 

Style Category: Large cap core
strategies
MoRE World Low Volatility Strategy

The MoRE World Low Volatility seeks superior risk-adjusted returns relative to both the MSCI World and MSCI World Minimum Volatility Index, by delivering a minimum variance portfolio of resource efficient stocks. The portfolio is not only seeking to deliver alpha through the resource efficient selection pool, but address the concerns that low volatility portfolios have historically increased exposure to resource-intensive industries, especially utilities, whereby significant non-financial risks are exhibited.

Style Category: Large cap low volatility
Strategies
MoRE World

The MoRE World is designed to outperform MXWO (MSCI Developed World Index). The Stocks are systematically selected from 32 industry sectors, developed markets only, each stock chosen for inclusion will be ranked in the top decile of their relative sector based on their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company. The portfolio is broadly diversified across sectors excluding financials, has a large cap bias and is consistently over 60% more resource efficient than its benchmark.

Style Category: Large cap blend

Contact us

Osmosis Investment Management

8-9 Well Court

London

EC4M 9DN