Osmosis Investment Management

What Osmosis Investment Management does

Osmosis Investment Management is a London-headquartered, privately held specialist in sustainable investment management operating under parent Osmosis (Holdings) Limited with wholly-owned regulated entities in the UK (FCA), US (SEC), Netherlands (AFM), and Australia (AFSL). Founded in 2009, the firm manages approximately €18bn in sustainable equity strategies through its UK arm and has expanded into fixed income and private debt through its Netherlands-based subsidiary, offering institutional and wealth clients eight equity strategies (Core Equity Transition, Core Fossil Fuel Transition across multiple wrappers, Emerging Markets, International, International ADR, World, and International Value) and three fixed-income strategies (Global Credit, Global High Yield, Private Debt).

The firm's competitive platform rests on two proprietary intellectual property layers: the Model of Resource Efficiency (MoRE), a sector-neutral investment factor measuring carbon, water, and waste per million dollars of revenue across 36 industry sectors using only company-reported data verified by an in-house environmental research team; and the Transition Investment Framework, deployed in the fixed-income platform for forward-looking sustainability scoring. Supporting technology includes Sequoia, a proprietary AI-powered document analysis system for credit research, and Baobab, a sustainability data structuring engine under development. Strategic infrastructure partnerships with Bloomberg (front-office) and Northern Trust (middle-office) underpin a next-generation platform chosen explicitly to avoid multi-vendor integration complexity.

Osmosis earns traditional asset management fees on equity and fixed income AUM through direct institutional and wealth distribution channels across EMEA, North America, and Oceania. Pricing is not publicly disclosed, products are restricted to professional and accredited investors per UK FCA and Dutch AFM rules, and the firm is majority founder/management-influenced with no disclosed external PE or VC ownership. Distribution is content-led (monthly CEO updates, quarterly credit outlooks, research publications) supplemented by direct sales coverage in each licensed jurisdiction.

Name

Osmosis Investment Management

Legal name

Osmosis (Holdings) Limited

Website

https://osmosisim.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Osmosis Investment Management is a London-based, privately held specialist asset manager founded in 2009, offering institutional and wealth clients sustainable equity and fixed income strategies built on its proprietary Model of Resource Efficiency across the UK, Netherlands, US, and Australia.

Ownership category

akta.pro rank

Product category

Sustainable Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)

Keywords

• Sustainable asset management
• Environmental investment strategies
• Resource efficiency investing
• ESG portfolio management
• Sustainable fixed income

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Traditional asset management firm earning fees on assets under management across equity and fixed income strategies, including Core Equity Transition Fund, Core Fossil Fuel Transition Fund, and fixed income strategies in Global Credit, Global High Yield, and Private Debt

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Osmosis Investment Management is a global sustainable asset manager that develops and manages equity and fixed income investment strategies built on its proprietary Model of Resource Efficiency (MoRE), which measures carbon, water, and waste per million dollars of revenue across 36 industry sectors. The firm offers eight sustainable equity strategies (UK platform, ~€18bn AUM) and three fixed income strategies including Global Credit, Global High Yield, and Private Debt (Netherlands platform), all aimed at institutional and professional investors seeking measurable environmental impact alongside risk-adjusted returns.

Product overview

Osmosis Investment Management is a cross-asset sustainability specialist offering two interconnected product lines: a UK-based equity platform centred on the proprietary Model of Resource Efficiency (MoRE), and a Netherlands-based fixed income platform built around the Transition Investment Framework. The UK equity arm (Osmosis UK, ~€18bn AUM) manages eight sustainable investment strategies spanning core equity, fossil fuel transition, emerging markets, and international approaches — all sharing the same resource efficiency factor that overweights efficient companies and underweights inefficient ones on a sector-neutral basis. The Netherlands arm (Osmosis NL) provides three fixed income strategies — Global Credit, Global High Yield, and Private Debt — applying a disciplined, research-driven process with integrated sustainability analysis. Supporting both platforms are proprietary AI and data systems: Sequoia automates document analysis for credit research, and the Baobab engine structures independent sustainability data for the Transition Investment Framework. The two entities share operational excellence and sustainability insights while maintaining distinct investment focuses.

Differentiator

Problem solved

Functional benefit

Brands

• Core Equity Transition Fund: Equity strategy targeting resource efficient companies with sector neutrality
• Core Fossil Fuel Transition Fund
• Global Credit Strategy
• Global High Yield Strategy
• Private Debt Strategy

Products and services

• Core Equity Transition Fund Sustainable equity fund that overweights resource-efficient companies and underweights inefficient operators within each sector, targeting lower carbon, water, and waste footprints than its benchmark while delivering superior risk-adjusted returns. For professional and institutional investors.
• Core Fossil Fuel Transition Fund (CCF) Equity fund that excludes companies deriving more than 5% of revenues from fossil fuels and tilts towards resource-efficient operators, delivering significant reductions in carbon, water, and waste relative to the MSCI World benchmark. For professional and institutional investors.
• Core Fossil Fuel Transition Fund (ICAV) Irish-domiciled ICAV vehicle offering the Core Fossil Fuel Transition strategy for investors seeking a UCITS-compliant wrapper with the same resource efficiency and fossil fuel divestment approach.
• Core Fossil Fuel Transition Trust (Australia) Australian trust wrapper of the Core Fossil Fuel Transition strategy, delivering the same resource efficiency and fossil fuel exclusion approach for Australian investors.
• Core Equity Strategy Institutional core equity strategy that overweights the most resource-efficient companies and underweights the least efficient within each sector, targeting sector-neutral exposure to the resource efficiency signal across developed markets.
• Core Fossil Fuel Transition Strategy Fossil fuel divestment equity strategy that excludes companies with greater than 5% fossil fuel revenues and tilts towards resource-efficient companies across the broader economy, delivering sector-neutral environmental improvements relative to benchmarks.
• Core Equity ex Australia Strategy Core equity strategy excluding Australian equities, offering the same resource efficiency tilt across international developed markets.
• Emerging Markets Equity Strategy Emerging markets equity strategy applying the Model of Resource Efficiency to identify resource-efficient companies across developing economies, extending Osmosis's environmental investment approach beyond developed markets.
• International ADR Strategy International equity strategy investing in American Depositary Receipts (ADRs) of non-US companies, applying the resource efficiency factor across the portfolio to identify efficient operators.
• International Strategy International equity strategy (excluding US) applying the Model of Resource Efficiency to select efficient companies across non-US developed and emerging markets.
• World Strategy

Quantifiable outcome

• 50% average reduction in carbon emissions, 60% in water consumption, 58% in waste generation relative to benchmarks (as of March 2026)
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability8 records

Feature6 records

Partnerships

One partnership is on record.

• BloombergcoreTechnology or IntegrationStrategic partnership with Bloomberg providing sophisticated and scalable front-office infrastructure from inception. The partnership enabled Osmosis NL to build a next-generation investment platform without the complexities and costs of multi-vendor system integrations, supporting their AI-driven research ambitions and technology-first approach.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• abrdn (Aberdeen): Global asset manager with dedicated sustainable investment strategies across equity and credit, and the previous employer of Osmosis's incoming CFO. Comparable as a multi-asset manager with explicit sustainability offerings, though substantially larger and more diversified than Osmosis.
• Calvert Research and Management: US-based responsible investing affiliate of Morgan Stanley Investment Management, offering sustainable equity and fixed income strategies. Comparable in being a specialist sustainability manager with measurable impact and factor approaches, though operating primarily in the US and at larger scale.
• Legal & General Investment Management (LGIM): One of the largest European asset managers and the source of Osmosis's recent senior hires; LGIM runs substantial index, factor, and sustainable investment strategies. Comparable in factor-based sustainable offerings, but with vastly greater scale and a multi-asset platform.
• Robeco: Large Dutch asset manager with a leading quantitative sustainability capability (including the SAM-acquired franchise). Directly comparable in combining quantitative sustainability signals with factor-based equity and credit strategies, but at materially greater scale and breadth.
• Pictet Asset Management: Large European asset manager with a dedicated Clean Energy Transition and thematic sustainability range. Comparable in offering sustainability-tilted equity and fixed income strategies, but with much broader scale and a wider product range than Osmosis.
• Federated Hermes: Global asset manager with a strong ESG/sustainable investment arm (formerly Hermes Investment Management) offering sustainable equity and credit strategies. Comparable in offering sustainability-tilted fixed income and equity to institutional clients, but at materially greater scale.

Direct peers

• Stewart Investors: Sustainable and frontier equity specialist (part of Perpetual Limited) managing global and emerging markets portfolios with a quality/sustainability lens. Directly comparable in offering sustainable global and EM equity strategies to institutional and wealth clients.
• WHEB Asset Management: UK-based specialist sustainable and impact investment manager focused on listed equities, with a thematic, sector-specialist approach to environmental investing. Comparable in scale, focus, and client base to Osmosis's UK equity platform.
• KBI Global Investors: Irish-based specialist asset manager (subsidiary of KBC Asset Management) focused on sustainable global equity strategies. Comparable as a boutique specialist with a quality/sustainability factor approach serving institutional clients across Europe and North America.
• Impax Asset Management: London-listed specialist asset manager focused on sustainable investment across listed equity and private markets. Highly comparable as a UK-headquartered boutique with an explicit resource efficiency and sustainability factor approach serving institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/osmosis-investment-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Osmosis Investment Management