Osmosis Investment Management unveils a new Emerging Markets Core Equity Transition Fund, utilising three years of proprietary environmental data to deliver a disciplined, resource-efficient approach in regions responsible for most global emissions.
Osmosis Investment Management has launched an Emerging Markets Core Equity Transition Fund designed to apply its resource‑efficiency approach to regions that account for the bulk of global emissions. According to the original report, the fund is the product of a three‑year research programme in which the firm collected and standardised publicly available environmental data across emerging markets to support quantitative portfolio construction.
The firm says the strategy uses an exclusion‑based approach that reduces ownership of carbon, water and waste by approximately 60% while maintaining diversified exposure across the economy, with the MSCI Emerging Markets index used as the benchmark. The company claims the offering mirrors its developed‑markets methodology adapted for the greater complexity and uneven data coverage of emerging economies.
Osmosis describes the fund as a UCITS vehicle that began trading on 10 December and was seeded with USD 80 million from the IMAS Foundation. Industry commentary has noted the new launch comes at a time when equity fund launches have slowed and sustainable strategies are becoming more selective; Osmosis positions the product as bringing disciplined, data‑driven transition exposure to markets that shape the global emissions trajectory.
The launch rests on proprietary research and modelling. According to Osmosis’s materials, a dedicated team of analysts spent three years compiling and standardising disclosures on energy, water and waste, feeding into its Model of Resource Efficiency (MoRE), a quantitative framework used to rank companies on resource efficiency relative to peers. The firm also points to previous research suggesting environmental performance in many emerging markets has improved, challenging the long‑held view that data there is too inconsistent for rigorous investing.
Osmosis maintains editorial distance in describing exclusions and safeguards: the firm says the fund excludes tobacco and companies that breach the UN Global Compact’s social and governance principles. The company frames the strategy as offering “disciplined portfolio construction with environmental insight that is grounded in genuine data and genuine research,” Ben Dear, Osmosis’s CEO and Founder, said in the company announcement. Jamie Padkin, Head of Emerging Markets Research, added in the same announcement: “Data is the decisive factor in quantitative emerging markets investing. Our mandate was to replicate our developed markets methodology while adapting to the complexity of these economies. I am delighted that this research effort now results in a fully investable strategy that challenges outdated assumptions about sustainability data in emerging markets.”
While Osmosis presents the fund as evidence that emerging‑market environmental data now has the depth, breadth and consistency required for quantitative strategies, that assessment rests on company‑compiled datasets and models. Independent verification and market uptake will be the next tests of whether the approach can deliver the stated mix of reduced environmental ownership and competitive risk‑adjusted returns in markets where disclosure standards and regulatory environments vary widely.
- https://www.esginvesting.co.uk/2025/12/osmosis-launches-em-energy-transition-fund/ – Please view link – unable to able to access data
- https://www.osmosisim.com/us/2025/12/02/osmosis-expands-sustainable-footprint-in-emerging-markets-with-ucits-launch/ – Osmosis Investment Management has launched the Emerging Markets Core Equity Transition Fund, a UCITS vehicle aimed at bringing its resource efficiency model into regions that shape the global emissions trajectory. The fund begins trading on December 10 with USD 80 million in seed capital provided by the IMAS Foundation, entering a market environment where equity launches have slowed and sustainable strategies have become increasingly selective. ([osmosisim.com](https://www.osmosisim.com/us/2025/12/02/osmosis-expands-sustainable-footprint-in-emerging-markets-with-ucits-launch/?utm_source=openai))
- https://portfolio-adviser.com/osmosis-adds-emerging-markets-transition-fund/ – Osmosis has added the Emerging Markets Core Equity Transition fund to its range, seeded with $80m from the IMAS Foundation. The fund is a result of a three-year research project where Osmosis hired a dedicated team of analysts to collect, analyse and standardise publicly available data on carbon, water and waste across major sectors. ([portfolio-adviser.com](https://portfolio-adviser.com/osmosis-adds-emerging-markets-transition-fund/?utm_source=openai))
- https://www.osmosisim.com/us/2024/04/03/environmental-data-new-research-suggests-emerging-markets-have-cleaned-up-their-act/ – Osmosis Investment Management has conducted research indicating that emerging markets have improved their environmental performance. The study suggests that companies in these regions are becoming more resource-efficient, challenging the previous belief that environmental data in emerging markets was too inconsistent for rigorous investment standards. ([osmosisim.com](https://www.osmosisim.com/us/2024/04/03/environmental-data-new-research-suggests-emerging-markets-have-cleaned-up-their-act/?utm_source=openai))
- https://www.osmosisim.com/us/strategies/ – Osmosis offers a range of investment strategies, including the Emerging Markets Transition Leaders Strategy, which seeks superior risk-adjusted returns by targeting maximum resource efficiency exposure relative to the MSCI Emerging Markets Index. The strategy excludes tobacco and companies that breach the UN Global Compact’s social and governance safeguards. ([osmosisim.com](https://www.osmosisim.com/us/os-strategies/?utm_source=openai))
- https://www.osmosisim.com/os-funds/ – Osmosis provides various investment funds, such as the Developed Core Equity Transition Fund, which aims to achieve superior risk-adjusted returns by targeting maximum resource efficiency exposure while maintaining a tight tracking error to the MSCI World. The fund excludes tobacco and companies that breach the UN Global Compact’s social and governance safeguards. ([osmosisim.com](https://www.osmosisim.com/os-funds/?utm_source=openai))
- https://www.osmosisim.com/us/research/ – Osmosis’s proprietary Model of Resource Efficiency (MoRE) is a quantitative model that drives stock selection by identifying companies that are more resource-efficient than their sector peers. The MoRE model compiles information on energy, waste, and water to rate companies on resource efficiency. ([osmosisim.com](https://www.osmosisim.com/us/research/?utm_source=openai))
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The narrative reports on the launch of the Osmosis Emerging Markets Core Equity Transition Fund, which began trading on 10 December 2025. The earliest known publication date of substantially similar content is 9 December 2025, as reported by ESG News. ([esgnews.com](https://esgnews.com/osmosis-launches-80-million-emerging-markets-transition-fund/?utm_source=openai)) The report appears to be original, with no evidence of recycled content. The narrative includes updated data, such as the fund’s launch date and seed capital amount, which justifies a higher freshness score.
Quotes check
Score:
9
Notes:
The narrative includes direct quotes from Ben Dear, CEO and Founder of Osmosis, and Jamie Padkin, Head of Emerging Markets Research. A search for these quotes reveals no earlier usage, indicating they are original to this report. The wording of the quotes matches the original sources, with no variations found.
Source reliability
Score:
7
Notes:
The narrative originates from ESG Investing, a UK-based platform focusing on environmental, social, and governance (ESG) topics. While the platform appears to be reputable, it is not as widely recognised as major outlets like the Financial Times or BBC. The report cites Osmosis Investment Management, a London-based firm established in 2009, which has a verifiable public presence and a history of managing sustainable investments. ([clearwaycapital.com.au](https://www.clearwaycapital.com.au/partner/osmosis-investment-management?utm_source=openai))
Plausability check
Score:
8
Notes:
The narrative presents plausible claims about the launch of the Osmosis Emerging Markets Core Equity Transition Fund, including details about its investment strategy and seed capital. These claims are consistent with information from other reputable sources, such as ESG News. ([esgnews.com](https://esgnews.com/osmosis-launches-80-million-emerging-markets-transition-fund/?utm_source=openai)) The language and tone are consistent with typical corporate communications, and there are no signs of excessive or off-topic detail.
Overall assessment
Verdict (FAIL, OPEN, PASS): PASS
Confidence (LOW, MEDIUM, HIGH): HIGH
Summary:
The narrative provides original and timely information about the launch of the Osmosis Emerging Markets Core Equity Transition Fund, with direct quotes from company representatives and consistent details across reputable sources. The source is reliable, and the claims made are plausible and supported by other reports. No significant issues were identified, leading to a high confidence in the assessment.