We Pursue a Simple Mission:

Learn, build,
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.

START CUSTOM INDEXING
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH
START CUSTOM INDEXING
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH

A Letter to Clients On Franklin Templeton Acquisition

By Patrick O’Shaughnessy

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.

Custom Indexing: The Next Evolution of Index Investing

By Patrick O’Shaughnessy

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.

Custom Indexing Leader Canvas® Doubles Assets Under Management in 2021, Crossing $2 Billion

By O'Shaughnessy Asset Management

O’Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, announced today that the firm’s industry-leading Custom Indexing platform Canvas passed $2 billion in assets under management after hitting $1 billion earlier this year.

FIRM

OSAM at a Glance

15 years Managing client money
$7.5B Assets under management and advisement
Canvas Our industry-leading Custom Indexing platform
Style-based SMAs Factor model applied: Micro to Large cap; US to Global
Managing client money
Assets under management and advisement
Our industry-leading Custom Indexing platform
Factor model applied: Micro to Large cap; US to Global
SEPARATE ACCOUNT STRATEGIES

Separate Account Strategies

We build portfolios with significant factor advantages in different style segments, market capitalization ranges, and geographic regions. Our portfolios tend to have low excess return correlation with other active strategies, little overlap with market indexes, and low active costs. We have routinely worked with clients to build custom solutions.

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OUR TEAM

Our Team -
Consistency, Creativity, and Alignment

Investment success requires constant exploration, disciplined implementation, and skin in the game. We have built a team dedicated to applying our style of investing for the long term, whose interests are aligned with our clients and fellow OSAM colleagues.

OUR TEAM

Our Principals have been with the firm an average of 16 years.
Our money is aligned with yours: no personal trading, 100% of our Principals are invested in OSAM strategies.
Percent of employees spending the majority of their working career at OSAM.
Patrick O'Shaughnessy, CFA
Principal, Chief Executive Officer, Portfolio Manager

BLOG & RESEARCH

Blog & Research

OSAM is committed to conducting interesting new research on markets and sharing our findings with investors. We want to manage money on behalf of committed, long-term investors, which means sharing what we learn. To follow our journey, you can read, listen and watch.

  • August 2022 Don’t Just Sit There…Tax Loss Harvest August 2022
  • July 2022 Four Themes That All Allocators Should Consider July 2022
  • June 2022 OSAM Founder Jim O’Shaughnessy to Retire at Year End June 2022

The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.