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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 Resource Efficient EAFE strategy is designed to outperform MSCI EAFE Index. The stocks are systematically selected within industry sectors based upon their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company. Banks are neutrally weighted and selected by their efficient use of assets.

Style Category: Large Cap Blend
STRATEGIES

Resource Efficient International ADR

The Resource Efficient International ADR strategy is designed to outperform MSCI EAFE. The stocks are systematically selected within industry sectors based upon 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

Resource Efficient Europe

The Resource Efficient Europe strategy is designed to outperform MSCI Europe. The stocks are systematically selected within industry sectors based upon 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

Resource Efficient Japan

The Resource Efficient Japan strategy is designed to outperform MSCI Japan. The stocks are systematically selected within industry sectors based upon their MoRE Resource efficiency score. The stocks are then weighted for value based on the economic PE of each company.

Style Category: Large cap blend
strategies

Resource Efficient Core Equity

The Resource Efficient Core Equity strategy 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 environmental footprint relative to the benchmark.

Style Category: Large cap core
strategies

Resource Efficient Low Volatility

The Resource Efficient World 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 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

Resource Efficient World Equity

The Resource Efficient World Equity strategy is designed to outperform the MSCI Developed World Index. The stocks are systematically selected within industry sectors based upon 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

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, whilst targeting a market, factor and dollar neutral portfolio. The resulting portfolio targets absolute return, uncorrelated to equity markets, whilst delivering a significantly reduced net environmental footprint.

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