Ocean
Horizon Mediterranean Index
Financial innovation empowering investors & supporting conservation efforts in the Mediterranean Sea
Our Conservation Partners
About the Index
The Ocean Horizon Mediterranean Index is the world’s first regionally-focused marine economy thematic index, focusing on ocean economy companies operating in the Mediterranean, plus global marine innovators.
The Index combines ocean economy investing with actionable, on-ground environmental efforts to make a positive impact, with a share of revenue from index management fees channelled to local environmental conservation groups*.
The Index offers investors a way to directly support the work done by AKTI (CY), Marevivo (IT) and Nature Trust Malta (MT) whilst gaining exposure to the growing marine economy sector.
*Total management fee includes 10bps which is divided evenly between conservation partners. The Index itself does not have a sustainable investment objective under SFDR Article 6.
Index performance shown is total return data. Index inception date is May 2025. Performance before inception is based on back-tested data. Back-testing is the process of evaluating an investment strategy by applying it to historical data to simulate what the performance of such a strategy would have been. Back-tested data does not represent actual performance and should not be interpreted as an indication of actual or future performance. Past performance is not an indicator for future results
Marine Conservation Support
A component of revenue generated from index management fees is channelled to marine conservation initiatives via our conservation partners, helping to address critical challenges facing the Mediterranean’s fragile ecosystem.
Geographic-Focused Themed Index
The Ocean Horizon Mediterranean Index offers a unique approach by focusing on ocean economy companies operating in and impacting the Mediterranean, plus global marine innovators. It combines ocean economy investing with actionable, on-ground environmental efforts.
Our Index Partners
How to invest
Tradeable optimized versions of the Ocean Horizon Mediterranean Index are available to retail and institutional investors on MEXEM - Europe's full-package broker for traders and investors. Index optimizations are available to suit individual risk preferences.
US-based investors can access the same optimized index versions through Global Beta Advisors or via the Artha portfolio management platform.
Each investment option available for the Index has been refined by Global Beta and uses proprietary risk assessment based on Nobel Prize-winning science provided by Nitrogen in conjunction with the portfolio construction science embedded in the Artha platform. These provide lower volatility versions of the Index with commensurate return profiles. Additionally, each Index version is restricted to single currency exposure (USD), reducing currency risk and reducing investor transaction costs.
Get in Touch
Feel free to reach out to us for any inquiries.
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Risk Disclosure
Investing in financial markets involves risk. A strategy concentrated in a single theme makes it vulnerable to factors affecting the industry or companies, and may face more risks and volatility than a diversified strategy. This information does not constitute, and should not be considered a substitute for financial, legal, or tax advice
The Ocean Horizon Mediterranean Index considers sustainability risk factors in its constituent selec process but it does not have a sustainable investment objective and does not promote environmental or social characteristics. While a portion of management fees is allocated to conservation partners, this fee channelling does not constitute an environmental investment objective or guarantee environmental outcomes.