We constantly learn more about investing, build disciplined strategies to capture the best of what we've learned, and share our broad findings with other curious investors.
Today, I have exciting news to share: O’Shaughnessy Asset Management has agreed to be acquired by Franklin Templeton, a $1.5 trillion global investment management firm with a 70-year history.
By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients. Custom Indexing is the next evolution of index investing and Canvas is the first offering within this new category - a category that looks to be the inevitable future of portfolio management.
While most agree on the value of diversification, transitioning from one or a few concentrated positions to a diversified portfolio is still a challenging puzzle – consisting of biases and significant tax consequences.