New 48-index suite modernises established factors with sustainability integrated from the outset
London, 1 October 2026 – Osmosis Investment Management (“Osmosis”), in collaboration with STOXX, today announced the launch of a new family of 48 indices designed to bring factor investing into line with a changing economy and today’s markets.
The new iSTOXX Osmosis Multi Factor Transition Indices combine nearly two decades of Osmosis’ proprietary investment research with STOXX’s global index capabilities, offering investors access to a broad range of systematic equity exposures through a transparent and scalable index framework. The suite includes single-factor, multi-factor and sustainability integrated indices designed for institutional investors seeking a more relevant approach to factor allocation.
A Different Starting Point
Traditional factor strategies typically begin with established factor definitions before applying sustainability considerations as an additional screen or overlay. The iSTOXX Osmosis framework takes a different approach, incorporating sustainability into the underlying investment methodology from the outset.
Osmosis’ proprietary Resource Efficiency signal is integrated directly into portfolio construction, alongside updated definitions of established investment factors.
The framework was developed by Osmosis’ quantitative investment team, expanded last year under CIO Dr Fadi Zaher to deepen the firm’s expertise in factor investing and index design.
Osmosis CIO Dr Fadi Zaher said:
“The foundations of factor investing were established decades ago. We believe the next generation needs to reflect how companies create value today, while recognising the growing financial importance of sustainability-related risks and opportunities.”
The framework updates established factor definitions to reflect changes in corporate business models and markets. Value incorporates R&D and intangible investment; Quality focuses on durable profitability and the quality of earnings; Momentum is assessed through a risk-managed lens; and Low Volatility focuses on downside risk.
The Resource Efficiency signal assesses how efficiently companies generate economic value relative to their use of carbon, water and waste. Osmosis research shows that more Resource Efficient companies have, on average, higher future firm value, higher gross profits, higher free cash flow, and lower leverage.
Built on STOXX Investable Market Indices universes, the suite allows individual factor exposures to be accessed independently or combined into broader multi-factor strategies.
Axel Lomholt, General Manager at STOXX, said:
“We are delighted to collaborate with Osmosis to bring its proprietary factor and sustainability research into the iSTOXX framework. Together, we have created a broad and flexible index family, built on STOXX Investable Market Indices, that translates this research into a practical range of solutions for institutional investors.”
About Osmosis Investment Management
Founded in 2009, Osmosis Investment Management is a sustainable cross-asset investment manager specialising in systematic equities and active fixed income. Through proprietary research, advanced analytics, and deep environmental insight Osmosis develops investment solutions designed to help clients navigate the environmental, economic and societal changes reshaping the global economy. Osmosis remains majority employee-controlled. Its shareholders include the Oxford Endowment Fund, Amova Asset Management and Capricorn Investment Group, alongside its employees and directors.
About STOXX
STOXX Ltd., founded in 1997 and today part of the ISS STOXX group of companies, is the administrator of the renowned STOXX® and DAX® indices under the European Benchmark Regulation. STOXX® and DAX® indices comprise a global and comprehensive family of more than 20,000 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50®, STOXX® Europe 600 and DAX®, the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world, regional and country markets. STOXX and DAX indices are licensed as underlyings for ETFs, futures and options, structured products, and passively managed investment funds worldwide. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. stoxx.com
Important Information
This press release is issued by Osmosis (Holdings) Limited, a London-based investment management group. Osmosis Investment Management UK Ltd (“Osmosis UK”), Osmosis Investment Management US LLC (“Osmosis US”) and Osmosis Investment management (Australia) Pty Ltd (“Osmosis AUS”) are wholly owned subsidiaries of Osmosis (Holdings) Limited (“OHL”). Osmosis UK is regulated in the UK by the FCA. Osmosis US is a registered investor advisor with the SEC in the US and Osmosis AUS is a corporate authorised representative of Eminence Global Asset Management Pty Ltd (AFSL 305573). Registration with the SEC does not imply any level of skill or training.
In this press release, Osmosis UK, Osmosis US, and Osmosis AUS are collectively referred to throughout as “Osmosis”.
For more information, please contact Lisa Harrison on +44 7716 912832
[email protected]