OSAM in the News

The added functionality provides financial advisors with further control and transparency in creating portfolios that precisely reflect individual clients’ values.

Listen to Patrick discuss Custom Indexing on Barron's Advisor The Way Forward.

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities.

O’Shaughnessy Asset Management, LLC (OSAM) 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.

Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, today announced that it will acquire O’Shaughnessy Asset Management, LLC (“OSAM”), a leading quantitative asset management firm.

The new offering consists of both passive and active strategies in which the passive strategies deliver market replication, and the active strategies leverage proprietary quantitative research to optimize for risk-adjusted excess return. 

Diversifying portfolios to reduce risk could carry higher capital gains liabilities, seriously eroding investment returns and personal wealth.

OSAM today announced the appointment of Claire M. Noel, CFA, as Portfolio Manager. In the newly created role, she will be responsible for conducting quantitative research, devising investment strategy, incorporating ESG considerations, and overseeing portfolio rebalancing.

OSAM’s research and factor investing strategies have traditionally focused on Factor Alpha – building empirically researched portfolios that favor strong and consistent total and risk-adjusted returns. The expanded offering also now includes defensive and dividend exposure. 

OSAM releases brief paper on constructing environmentally focused portfolios using Canvas, an industry-leading Custom Indexing platform.

Canvas® tax management capabilities can increase after-tax return; Last year, Canvas realized losses while the market was down which equated to an average of 2.1% in additional after-tax return.

CEO, Patrick O'Shaughnessy sat down with Barron's reporter Leslie Norton to discuss the rise of Custom Indexing.

Custom indexing will be widespread in five years, Patrick O'Shaughnessy predicts in an interview, and one reason is tax planning.

Approach goes far beyond excluding bad actors and allows financial advisors and clients to overweight companies with positive practices.

O’Shaughnessy Asset Management, a money management firm in Stamford, Conn., announced that it has ramped up environmental, social and governance investment options on its custom indexing platform Canvas. 

Comprehensive, dynamic reporting enables financial advisors to have more impactful conversations with clients; after-tax results are a key metric

Jeff Berman of Think Advisor discusses Custom Indexing and Canvas surpassing $1B in AUM.

Diana Britton discusses Canvas and early traction as well as the future appetite of Direct Indexing.

OSAM is pleased to announce that its industry-leading Custom Indexing platform, Canvas®, surpassed $1 billion in assets under management after its first year of operation.

Barry Ritholtz and Josh Brown talk Canvas and the future of Direct Indexing for financial advisors.

Josh Brown talks the "investing mega trend of 2021": Custom Indexing.

The Cloonan Award is presented to individuals who have made significant advances and contributions in the area of individual investor education, in the spirit of AAII founder James Cloonan’s educational mission

Chris Meredith sat down with Joe Weisenthal and Tracy Alloway, the hosts of Bloomberg’s, “Odd Lots”. In response to his paper, Value is Dead, Long Live Value, Chris spoke on the underperformance of value and why that may be coming to an end. 

Listen as Jim O’Shaughnessy and New York Times bestselling psychologist Dr. Daniel Crosby discuss the intersection of psychology and investing. 

In this interview, Jamie Catherwood and Jack Forehand, CFA discuss finance history and what we all can learn from it.

Watch as Patrick O’Shaughnessy addresses the issues with Book Value.

OSAM’s co-CIO and Director of Research, Chris Meredith, was a recent guest on Corey Hoffstein’s “Flirting with Models” podcast. The conversation explores the three key pillars of OSAM’s research platform: data, tools, and people.  

A rare instance of OSAM CEO Patrick O’Shaughnessy appearing as a podcast guest. In this inaugural episode of “First Meeting with Ted Seides”, the conversation focuses on Patrick’s career in the world of investing, and O’Shaughnessy’s differentiated approach to factor investing, portfolio construction, and more. 

In part 1 of this interview, Jim O’Shaughnessy shares his thoughts, ideas and insights on factor investing. 

In part 2 of this interview, Jim O’Shaughnessy shares his thoughts, ideas and insights on value investing. 

Read about the lessons that Jim O’Shaughnessy has learned over his 30-year career and the insights he can share.

A disciplined quantitative approach has helped O’Shaughnessy Asset Management’s father-and-son duo to hone the firm’s value offering.

Microsoft's Tren Griffin reviews his 12 favorite lessons from Jim O'Shaughnessy.

Listen to this discussion on the problem with the price-to-book ratio with OSAM's Chairman and CIO, Jim O’Shaughnessy and Portfolio Manager, Travis Fairchild.  

OSAM is happy to announce the promotion of Patrick O’Shaughnessy to CEO. Jim O’Shaughnessy will remain in his role as Chairman and Chief Investment Officer

Chris Meredith, OSAM Director of Research & Senior Portfolio Manager, joins Bloomberg Markets' Carol Massar and Cory Johnson to discuss the challenges and opportunities that face Active investors. 

Crypto Currency, Blockchains, Hashing, and Mining? Josh Brown recounts last week's mind-expanding evening, a summit hosted by PM and "Invest Like the Best" podcaster Patrick O'Shaughnessy, with panelists Elizabeth Stark, Chris Burniske, Ari Paul, and Matthew Goetz. 

In this article, WSJ's Jason Zweig harkens back to 1987, when Jim O'Shaughnessy watched the DJIA fall a record 108.35 points on unprecedented volume (~339 million shares). WSJ subscribers can use the link above to log in and find out more. 

Listen to these tips on avoiding emotional decision making, ignoring short-term events and other noise, and why investors should remain bullish on the U.S.

Later, Jaffe reprises the interview in The Seattle Times in his "Your Funds" syndicated column. 

Should the majority of investors skip active investing and go passive?

The answer isn't what you'd expect.

Read why WSJ.com has proclaimed OSAM Portfolio Manager Patrick O'Shaughnessy's "Invest Like the Best to be one of the five best investing podcasts their readers should listen to. WSJ's Experts Blog is a group of panelists who cover wide-ranging themes in both investing and non-investing issues. 

Listen to this interview for more info about buybacks and the recent blog post from OSAM's Research Team. 

In this article covering factor-based investing, OSAM Portfolio Manager and author Patrick O'Shaughnessy comments on the importance of building strategies for alpha, not scale. 

Portfolio Manager Patriick O'Shaughnessy joins Shareholder Yield author Mebane Faber in a lively discussion about investing themes and opportunities. 

Following up on the OSAM paper, "Alpha or Assets? - Factor Alpha vs Smart Beta" author and Portfolio Manager Patrick O’Shaughnessy lends his Factor Alpha expertise to the active versus passive debate.

Read this Rekenthaler Report to learn how OSAM’s Factor Alpha represents the most recent milestone on the timeline of investing innovations.

Watch this clip to learn how using multi-factor composites to measure valuation, yield, and quality can help investors find long-term returns while avoiding overcrowded stocks. OSAM CEO Jim O’Shaughnessy joins BofA Merrill Lynch’s Savita Subramanian on Squawk Box.

Can millennials be persuaded to invest in the markets? OSAM Portfolio Manager Patrick O’Shaughnessy thinks they should, and lends his wisdom to the article.

Learn about investment choices in rising rate environments with OSAM Portfolio Manager Patrick O’Shaughnessy and Morgan Stanley Investment Management’s Andrew Slimmon.

Listen to this discussion on “buybacks” and value investing with OSAM Portfolio manager Patrick O’Shaughnessy, which follows up on the October podcast with OSAM CIO Jim O’Shaughnessy.

OSAM Portfolio Manager Patrick O’Shaughnessy discusses value versus growth in periods of rising rates, and what investors should look for going into year-end.

Listen to this interview for more info on high conviction buybacks, OSAM’s Market Leaders Value strategy, and how to “arbitrage human nature” by using rules-based investing.

Authors Jim and Patrick O’Shaughnessy join in on a lively discussion about the next generation of investors. CNBC Pro subscribers can also see OSAM’s three global stock picks.

OSAM has been nominated as a Finalist for Best IT Team. It is an honor to join the ranks of such financial services giants as Blackstone, Citi, and Fidelity who also made the list.

Listen in on this freeform discussion about the evolution of the O’Shaughnessy investment approach and factor investing. The series also includes interviews with such authors as Dr. Wesley Gray (Quantitative Value) and Toby Carlisle (Deep Value).

Buybacks (see also "High Conviction Buybacks”) and OSAM's multi-factor value compositing are discussed with Squawk Box guest OSAM CEO Jim O'Shaughnessy.

Learn about how investors can use a multi-factor, rules-based system to identify yield in the global and domestic markets, in this discussion with OSAM CEO Jim O’Shaughnessy.

Watch this Opening Bell discussion to find out about active versus passive management and how younger investors can put their money to work.

Learn about “factor investing” in this Halftime Report, which features Patrick O'Shaughnessy, Portfolio Manager at OSAM.

Listen to this clip for OSAM Portfolio Manager Patrick O’Shaughnessy’s thoughts on how young investors can get the most out of their equity investment opportunities.

Watch this clip for OSAM Portfolio Manager Patrick O'Shaughnessy’s insight on investing opportunities for millennials.

Watch this clip to learn more about the importance of Shareholder Yield, quality screens, and “red flags” when investing in a strong U.S. dollar environment.

OSAM CEO Jim O'Shaughnessy discusses investment opportunities associated with the Fed’s interest rate hike.

Part 1 - Stream mp3

Part 2 - Stream mp3

Listen in to learn more about OSAM’s unique investing methodology that uses an objective, emotionless approach focused on time-tested investment attributes to seek quality companies with superior valuation and yield. Part 2 includes examples of some names that may provide superior absolute, risk-adjusted, and consistent return.

Watch this discussion about the mindset and behaviors of young investors in today's market, featuring OSAM Portfolio Manager Patrick O'Shaughnessy.

Learn about OSAM’s straightforward approach to investing in Jim O'Shaughnessy’s annual Big Interview with MoneyLife host Chuck Jaffe.