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Osmosis
Investment Strategies

All our strategies target superior risk-adjusted returns and benefit from significantly reduced environmental footprints relative to their benchmarks

Investment Strategies

Through the integration of 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

Resource Efficient EAFE

The Osmosis Resource Efficient EAFE Strategy is designed to outperform the MSCI EAFE Index by systematically selecting the most Resource Efficient companies across 32 industry sectors. The portfolio excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.  

Style Category: Large Cap Blend
STRATEGIES

Resource Efficient International ADR

The Osmosis Resource Efficient ADR Strategy is designed to outperform the MSCI EAFE Index by systematically selecting the most Resource Efficient companies across 32 industry sectors. Only stocks with an ADR and a positive Resource Efficiency score are eligible for selection. The portfolio excludes tobacco, financials, REITs and any companies that breach the UN Global Compact’s social and governance safeguards. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.  

Style Category: Large cap blend
STRATEGIES

Resource Efficient Europe

The Osmosis Resource Efficient Europe Strategy is designed to outperform the MSCI Europe Index by systematically selecting the most Resource Efficient companies across 32 industry sectors. The portfolio excludes tobacco, financials, REITs and any companies that breach the UN Global Compact’s social and governance safeguards. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark. 

Style Category: Large cap blend
STRATEGIES

Resource Efficient Japan

The Osmosis Resource Efficient Japan Strategy is designed to outperform the MSCI Japan Index by systematically selecting the most Resource Efficient companies across 32 industry sectors. The portfolio excludes tobacco, financials, REITs and any companies that breach the UN Global Compact’s social and governance safeguards. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark. 

Style Category: Large cap blend
strategies

Resource Efficient Core Equity

The Osmosis Resource Efficient Core Equity Strategy seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The Strategy excludes tobacco and any companies that breach the UN Global Compact’s social and governance safeguards. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark. 

Style Category: Large cap core
strategies

Resource Efficient Low Volatility

The Osmosis Resource Efficient Low Volatility Strategy seeks superior risk-adjusted returns relative to the MSCI World Index, by delivering a minimum variance portfolio of resource efficient stocks. The strategy excludes financials and REITs, tobacco, energy, aerospace & defence and companies that breach the UN Global Compact on social and governance safeguarding. The resulting portfolio demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark.

Style Category: Large cap low volatility
Strategies

Resource Efficient World Equity

The Osmosis Resource Efficient World Equity Strategy is designed to outperform the MSCI Developed World Index by systematically selecting the most resource efficient (RE) companies across 32 industry sectors. The portfolio excludes tobacco, financials, REITS and any companies that breach the UN Global Compact’s social and governance safeguards. The strategy demonstrates significantly less ownership of Carbon, Water and Waste than the respective benchmark. 

Style Category: Large cap blend
Strategies

Resource Efficient Equity Market Neutral

The Resource Efficient Equity Market Neutral strategy seeks absolute risk-adjusted returns by targeting maximum resource efficiency exposure on the long side and maximum resource intensity on the short side. The Fund excludes financials and REITs, tobacco and companies that breach the UN Global Compact on social and governance safeguarding. The Resource Efficiency Alpha Signal generates a significant reduction in the ownership of Carbon, Water and Waste when comparing the long book to the short book.

Style Category: MoRE World Sustainable Market Neutral

Contact us

Osmosis Investment Management

36-38 Botolph Lane

London

EC3R 8DE

Osmosis Investment Management

36-38 Botolph Lane

London

EC3R 8DE