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share, repeat.
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.


Helping Financial Advisors Solve ESG Investing Challenges
By Travis FairchildLast year, U.S. sustainable fund flows totaled $51.2B, more than double the 2019 figure and ten times larger than 2018. Yet, despite the ballooning product market, advisors still face numerous challenges in ESG investing.
Podcast: Custom Indexing is a Tidal Wave Coming at the Investment Business
ByJosh Brown, author of The Reformed Broker blog and frequent CNBC guest, hosted OSAM CEO Patrick O'Shaughnessy on his podcast, The Compound Show. They discussed the future of indexing, specifically Custom Indexing and Canvas. You can listen here.
Custom Indexing: The Next Evolution of Index Investing
By Patrick O’ShaughnessyBy 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.