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Osmosis Investment Management

PRI reporting framework 2020

You are in Direct - Hedge Funds » Governance

Governance

HF 03. Organisation of RI responsibilities

03.1. Indicate whether and how your organisation has organised RI implementation and/or oversight responsibilities.

Specify

          The CEO, together with the risk and investment committees, are responsible for RI oversight.
        

Specify

          The portfolio managers and the environmental research team are responsible for the implementation of RI.
        

03.2. Additional information. [Optional]

          The whole business is dedicated to an "E" approach. Due to the systematic approach taken to construct the investment strategies, the PM’s are responsible for the rebalancing of the portfolios and continually to engage with the research team to present thoughts and ideas as to how to further exploit the utilisation of the environmental data set.  They also work closely with the Head of Research.  Research work closley with the PMs to understand how the Resource Efficiency factor signal is implemented within the portfolios. This collegaite approach is key to driving forward the research process.
        

HF 04. RI training programme

04.1. Please indicate whether you implemented any RI training program regarding hedge funds investments for your staff during the reporting year.

04.2. Explain how the RI training program is conducted?

Environmental analysts are trained by the Head of Environmental Research and each specialises in resource efficiency within various industry groups. In early 2019 Lennart Hermans from the Carbon Disclosure Project – the global environmental reporting organisation joined the team to further develop the Osmosis proprietary research process and bring it expertise assessment methodologies for corporate disclosure on climate change, water security and deforestation. Later in 2019, Dr Tom Stephen joined the team as a quantitative researcher linking the environmental research and portfolio management teams. In his most recent position as a postdoctoral fellow in Sustainable Finance at the University of Geneva, he conducted data-driven research on responsible investment strategies and portfolio ESG footprints. Prior to that, Tom was a visiting researcher at the Financial Conduct Authority. Tom holds a joint Ph.D. in financial market microstructure from the University of Edinburgh and Macquarie University. He completed an M.Sc. in Carbon Finance (University of Edinburgh) and a B.Sc. in Business Administration (University of Mannheim), including a semester abroad at HEC Montreal.


HF 05. Performance/remuneration metrics linked to RI incorporation

05.1. In incorporating RI into Hedge Funds, what is(are) the main consideration(s) your organisation follows? Please select all applicable to your organisation.

05.2. Does the annual employee(s) performance review or remuneration metrics reflect any component for the inclusion of RI into Hedge Funds?

If yes, please select and describe all that applies to your organisation (at least one KPI should be linked to the variable pay).
KPI
Variable pay linked
Explanation
          The whole business is dedicated to inclusion of RI into our hedge fund and other strategies. Successful risk management, financial performance and related AUM growth ultimately benefits all employees through remuneration and bonuses.
        
          The whole business is dedicated to inclusion of RI into our hedge fund and other strategies. Successful risk management, financial performance and related AUM growth ultimately benefits all employees through remuneration and bonuses.
        
          
        

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