Global economic expansion and rising living standards are placing unprecedented pressure on natural systems. Public companies play a central role in this dynamic, yet environmental performance data remains fragmented, inconsistently reported, and difficult to interpret. Investors often depend on third-party datasets that rely on estimates and opaque methodologies, limiting transparency and comparability. Incorporating measures for corporate sustainability into due diligence requires standardized data reporting and tools for doing so.

Osmosis Investment Management has built a proprietary framework to systematically assess corporate resource efficiency. Drawing on more than a decade of research, the firm evaluates how effectively companies manage carbon emissions, waste production, and water use in relation to the economic value they generate. This approach enables Osmosis to identify businesses that convert natural resources into revenue more efficiently than peers and to allocate capital accordingly. By embedding resource efficiency directly into portfolio construction, Osmosis seeks to capture a structural driver of longterm value creation while helping shift investment toward companies better positioned for a resource-constrained global economy.

Osmosis’ portfolio saved an average of 54% in CO2 emissions, 64% in water consumption, and 65% in waste generation compared to benchmarks in 2024. In 2025, Osmosis also launched a fixed income platform in the Netherlands, led by a team of experienced credit investors who will leverage their IP and resources to offer investment solutions that are competitive and sustainably focused across the fixed income spectrum. Osmosis also expanded its quantitative equity platform as it builds out its sustainable multi-factor solutions.

In 2025, Osmosis’ environmental team engaged with a total of 557 individual companies, an increase of over 60 from 2024. Of these targeted engagement companies, 288 were from developed markets, and the remaining 269 were from emerging markets. Osmosis is majority owned by employees and management, and has achieved lifetime reductions in CO2, water, and waste of 50-70% (relative to benchmark firms) across its investments. Osmosis has $17 billion in sustainable AUM as of December 2025.