Osmosis Investment Management specializes in analyzing corporate sustainability data to identify resource-efficient companies. They use a proprietary model to overweight efficient companies and underweight inefficient ones. Osmosis offers customized investment strategies through separately managed accounts, exchange-traded funds, and model programs. All services can be tailored to client requests, including exclusionary lists and industry exposures.
Fee Structure
For separately managed accounts, Osmosis charges a management fee calculated as a percentage of the assets they manage. These fees are negotiable and range from 0.20% to 1.00%. Clients are billed quarterly. Specific fee information for the exchange-traded funds can be found in the fund's official documents.