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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.
Don’t Just Sit There…Tax Loss Harvest
By Euan MackayIn the first six months of the year, OSAM harvested 6,000 times across Canvas accounts, generating $100m of net losses and helping to lift clients’ after-tax returns
A Letter to Clients On Franklin Templeton Acquisition
By Patrick O’ShaughnessyToday, 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’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.