Osmosis Investment Management deliver MoRE to the US
Osmosis form strategic alliance with Calvert Investments to deliver Model of Resource Efficiency into the US
March 20, 2014
London, UK – Osmosis Investment Management is excited to announce a new relationship with Calvert Investments, a leading U.S. investment manager that specializes in using sustainability as a platform to create value for investors in the US . Osmosis Investment Management LLP is an award-winning investment manager based in the United Kingdom with unique analytical processes that incorporate sustainability data to generate excess returns in global equity markets.
Osmosis has collaborated with Calvert Investments to introduce the Model of Resource Efficiency (MoRE) into the U.S. market place. The resulting Calvert-Osmosis MoRESM World Strategy uses Osmosis’ unprecedented valuation measure to identify high quality, well-managed large cap global businesses.
“We live in a resource-constrained world. Companies that create greater value from resource inputs generate better shareholder returns,” said Saad Rashid, Investment Director of Osmosis Investment Management. “Those that are more efficient at transforming resources into revenue tend to display characteristics and behaviours that promote innovation, investment, and adaptation.”
The strategy seeks to invest in high quality large-cap global companies that demonstrate greater levels of resource efficiency relative to peers. It relies on MoRESM, which systematically evaluates resource efficiency using a proprietary metric based on observed amounts of energy consumed, water used and waste created relative to revenue. The strategy provides a “best-of-breed” approach, excluding finance and tobacco.
“For 30 years, Calvert Investments has demonstrated that by using the lens of sustainability, we can create value for investors,” said Lynne Ford, Executive Vice President of Calvert Investment Distributors, Inc. “All of our portfolios incorporate sustainable investment criteria in some way, and the addition of this innovative strategy to the Calvert line demonstrates that we continue to be a pioneering force in the investment industry.”
The Calvert-Osmosis MoRESM World Strategy will help meet the growing North American investor interest in sustainable investing, especially among institutional investors. In response to increasing investor demand for strategies that align with their values, Merrill Lynch last year officially launched a new program which includes more than 100 investment opportunities themed around key topics, including environmental stewardship, human capital and corporate governance. The Calvert Osmosis MoRESM strategy will initially be available on this Merrill Lynch platform.
About Osmosis Investment Management
Osmosis is a United Kingdom based investment manager that utilizes unique and distinguishable insights to identify value in well run global businesses. The company employs a fundamental approach using in-depth primary research and objective systematic analysis to identify high-quality listed companies. Markets have always valued the characteristics that accompany sustainable behaviours. The Osmosis process analyses underutilized largely ignored material corporate data to quantitatively determine true sustainable behaviours in listed corporations. Osmosis is authorized and regulated in the U.K. by the Financial Conduct Authority. www.OsmosisIM.com
About Calvert Investment Management
Calvert Investments is a leading investment management company using sustainability as a platform to create value for investors. Serving financial advisors and their clients, retirement plans and insurance carriers, and institutional investors, the company offers a broad array of equity, bond, and asset allocation strategies, featuring integrated environmental, social, and governance (ESG) research and corporate engagement. Strategies are available through mutual funds, sub-advisory services, and separate account management. Founded in 1976 and headquartered in Bethesda, Maryland, Calvert Investments had more than $13 billion in assets under management as of February 28, 2014. www.Calvert.com
Osmosis Investment Management
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