Turning Points interviews Ben Dear, Chief Executive Officer from Osmosis Investment Management

Listen to how, despite the Trump administration's policies, Osmosis Investment Management is enhancing their resource efficiency process, increasing engagement and collaboration to improve the quality of environmental data reporting, and expanding into other asset classes.

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. 

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. The Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today, we are joined by Ben Dear, Chief Executive Officer of Osmosis Investment Management. In this episode, Ben discusses a range of issues including how the adherence and enhancement of Osmosis’ proprietary database and process of measuring and managing of carbon, water and waste has a positive contribution on a company’s financial performance and the potential impact of the Trump administration’s policies on sustainable investing. He also comments on the importance of engagement and Osmosis’s recent collaborative campaign to encourage corporates to disclose higher quality and more complete environmental data. Finally, Ben remarks that to further enact change, Osmosis is expanding their process into emerging markets equities and seeking to offer credit solutions. 

The podcast is approximately 50 minutes in length and covers the following topics:

1. An introduction to Osmosis and Ben Dear’s background (1:53 - 4:32)
2. Osmosis investment philosophy managing resource efficient equity portfolios (4:34 - 10:45)
3. The Importance of objective data, Osmosis’s research team and the importance of AI (10:00 – 14:38)
4. It’s not just carbon: the equal importance of water and waste (14:40 – 20:20)
5. Osmosis corporate disclosure campaign (20:22 – 26:24)
6. The Trump administration and climate mitigation strategies (26:25 – 36:42)
7. The quality and quantum of environmental data (36:43 – 40:26)
8. The challenge of low quality companies and momentum driving equity markets (40:44 – 48:05)
9. Final Thoughts (48:07 – 50:14)

The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions. 

Osmosis Investment Management
Osmosis IM manages 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, water and waste) than sector peers. Osmosis believes that forward-thinking companies taking a proactive approach to a more sustainable future deliver greater value to shareholders. 

Osmosis manages Core and active strategies to generate repeatable alpha in resource-efficient global, emerging and regional-based equity portfolios. Osmosis was established in the UK in 2009. Osmosis' assets under management are currently over US18bn.  

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.  

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au