This report shows public data only. Is this your organisation? If so, login here to view your full report.

Osmosis Investment Management

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Osmosis systematically identifies relative resource efficiency amongst global large caps. Resource efficiency is defined as the amount of energy consumed, water consumed and waste created in order to generate economic value. Osmosis conducts such analysis across all economic sectors excluding the financial sector. Depending on the strategy, companies that do not disclose environmental metrics will not be included in the portfolio construction universe.

Screened by

Description

Osmosis systematically identifies relative resource efficiency amongst global large caps. Resource efficiency is defined as the amount of energy consumed, water consumed and waste created in order to generate economic value. Osmosis conducts such analysis across all economic sectors excluding the financial sector. Depending on the strategy, companies with the best resource efficiency scores within their respective sectors will be selected for inclusion in the investment portfolio.

Screened by

Description

Our strategies contribute to several of the UN Sustainable Development Goals, directly and indirectly :
▪ Goal 6: Supporting those companies that avoid wasting water and use water most efficiently
▪ Goal 7: Renewable energy is a key contributor to resource efficiency
▪ Goal 9: Technological progress and innovation is at the basis of resource efficiency
▪ Goal 12: Resource efficiency is about sustainable production, doing more and better with less, this will increase 
competitiveness 
▪ Goal 13: We identify those companies that are leading in their sector on taking action to reduce their carbon footprint
▪ Goal 15: Careful management of less energy, less water and less waste is a key feature of a sustainable future

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Osmosis updates the Model of Resource Efficiency database on a monthly basis so that any corporate disclosures are continuously updated. Due to the systematic rules of the MoRE investment process, investors are not updated, but depending on the strategy, such resource efficiency score will determine on inclusion/exclusion or relative weight in the strategy. Clients may see the relative improvement of the portfolios optically through an in-house resource efficiency metric which graphically evidences the relative resource efficiency score of a portfolio to the respective benchmarks.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached

06.1. Indicate which processes your organisation uses to ensure fund criteria are not breached.

06.2. If breaches of fund screening criteria are identified, describe the process followed to correct those breaches.

Osmosis selects companies based on their relative resource efficiency. Osmosis  process will not breach limits due to the systematic process which drives the model and subsequent portfolio constituent selection.

06.3. Additional information. [Optional]


Top