Listen to how emerging markets are central to the global sustainability challenge, yet they remain widely misunderstood by investors. Osmosis Investment Management explores how a disciplined focus on resource efficiency can reveal overlooked opportunities, challenge conventional sustainability thinking, and help drive measurable environmental and financial outcomes.

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, placement 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 Jamie Padkin, Head of Emerging Market Research from Osmosis Investment Management to explore why resource efficiency — carbon, water, and waste relative to value creation — may offer a clearer, more objective way to identify environmental leaders in these emerging market equities. We discuss disclosure gaps, greenwashing risks, engangment, China’s role, and whether investing across the whole economy can drive both stronger returns and meaningful real-world impact.

The podcast is approximately 21 minutes in length and covers the following topics:

1. An introduction to Osmosis IM (59 - 2:08)
2. Emerging Markets and the global sustainability challenge (2:10 - 3:45)
3. Environmental data disclosure in emerging markets versus developed markets (3:46 – 5:15)
4. Greenwashing and environmental data validation in emerging markets (5:17 – 7:57)
5. The importance of company engagement in emerging markets (7:58 – 9:40)
6. Looking beyond carbon to water and waste (9:41 – 11:33)
7. China’s disclosure trends and sustainability progress (11:36 – 13:23)
8. Do emerging markets offer greater environmental improvement per dollar invested than developed markets? (13:26 – 14:46)
9. Osmosis whole-economy approach (14:48 – 17:10 )
10. Does better environmental efficiency translate into stronger financial performance in emerging markets (17:11 - 18:52)
11. Final thoughts (18:54 - 21:08)

The host for this episode is Michael Negline, 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 IM manages Core and active strategies to generate repeatable alpha in resource-efficient global, emerging and regional-based equity portfolios. Osmosis IM was established in the UK in 2009. Osmosis' assets under management are currently over US17bn.

Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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