Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.
Today, we are joined by Lennart Hermans, Environmental Research Director from Osmosis Investment Management. In this episode, he discusses the challenges involved with navigating companies’ disclosures on environmental data, the impact of international standards on this disclosure and the benefits and downsides of companies using AI to improve reporting of environmental data. The host for this episode is Michael Negline, Director of Clearway Capital.
Osmosis Investment Management
Osmosis IM manages developed market equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their sector peers. Osmosis believes that forward-thinking companies that take a proactive approach to a more sustainable future deliver greater value to their shareholders. Osmosis manages Core (Smart beta) and active, low volatility, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios.
Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.
This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors.
For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au
Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.
Today, we are joined by Lennart Hermans, Environmental Research Director from Osmosis Investment Management. In this episode, he discusses the challenges involved with navigating companies’ disclosures on environmental data, the impact of international standards on this disclosure and the benefits and downsides of companies using AI to improve reporting of environmental data. The host for this episode is Michael Negline, Director of Clearway Capital.
Osmosis Investment Management
Osmosis IM manages developed market equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their sector peers. Osmosis believes that forward-thinking companies that take a proactive approach to a more sustainable future deliver greater value to their shareholders. Osmosis manages Core (Smart beta) and active, low volatility, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios.
Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.
This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors.
For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au