January 6, 2025 – London based sustainable investment manager, Osmosis Investment Management (“Osmosis”) has entered into an agreement with Harbor Capital Advisors, Inc. (“Harbor”), to subadvise a suite of Resource Efficient ETFs domiciled in the United States. An international developed markets solution began trading on the New York Stock Exchange (NYSE) on Thursday December 12th and an Emerging Markets offering started trading on the exchange on December 19th.
The expansion into subadvising these ETFs marks a key inflection point in Osmosis’ 17-year history. The environmentally focused manager has seen its assets under management grow by 474% (79% year-on-year) in the last three years to over $17 billion and counts Government Pension Funds, State Pension Funds, Insurance Companies, Foundations, Endowments, Family Offices, and Banks amongst its global client roster.
“Now seems to be an especially fitting time for Osmosis to join the US conversation on efficiency. Our innovative approach to sustainable investing focuses on corporate environmental efficiency and targets returns by identifying companies that generate more from less. We believe efficiency benefits the bottom line as well as society.”
Osmosis CEO, Ben Dear
Osmosis’s proprietary research has consistently demonstrated that positive environmental impact doesn’t need to be at the cost of investment performance. Its team of in-house data experts analyze and rank the world’s largest corporations based on their sustainable actions rather than their targets or intentions. Through its Model of Resource Efficiency, which evaluates, standardizes, and contextualizes environmental data at a sector level, Osmosis can link corporate Resource Efficiency to economic value generation and financial performance. Osmosis leverages this quantitative research to create diversified portfolios of high-quality, resource-efficient companies which It believes will outperform their sector peers over the long term.
Across its strategies, Osmosis seeks superior risk-adjusted returns, while offering significantly reduced environmental (carbon, water, and waste) footprints relative to their benchmarks. All portfolios are ex-tobacco and aligned with UN Global Compact Principles for social and governance safeguarding.
“Finding specialised boutiques with a distinct alpha edge is what we live and breathe at Harbor, and I believe we have found another strong partner to add to our line-up of managers. The combination of alpha-seeking with an aim of reduced environmental footprint in these strategies is compelling and in demand in the marketplace.”
Kristof Gleich, President & CIO at Harbor Capital Advisors
About Osmosis
Osmosis currently manages over $17bn (as of November 30, 2024) in sustainable assets and is headquartered in London, with a growing global presence. Osmosis believes that targeting better risk-adjusted returns and delivering significant environmental impact do not need to be mutually exclusive endeavours. Through its innovative Model of Resource Efficiency, the company has demonstrated that sustainability metrics, if quantifiable and objective in nature, can be applied to mainstream equity portfolios to generate alpha.
About Harbor Capital
Harbor Capital Advisors is a U.S. based asset manager with an AUM of $63.1 billion as of September 30, 2024, and is known for prudently curating a suite of active ETFs, mutual funds, and collective investment trusts from boutique managers.
Important Information
This document 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.
Securities mentioned herein may not be available in all jurisdictions, are not considered an offer and may be subject to registration or other restrictions in certain locations. Please consult your local laws and regulations or speak with a licensed professional for additional information.
For more information, please contact Lisa Harrison on +44 7716 912832 or [email protected]