September 30, 2021
Franklin Templeton to Acquire O’Shaughnessy Asset Management

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.

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July 28, 2021
Introducing New Emerging Markets Suite On Custom Indexing Platform Canvas®

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. 

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July 20, 2021
Investors With Concentrated Stock Positions Face Heightened Risks From A Potential Rise in Capital Gains Tax Rates

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

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June 15, 2021
Claire M. Noel, CFA, Appointed Portfolio Manager At O’Shaughnessy Asset Management

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.

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May 12, 2021
O’Shaughnessy Asset Management Introduces New Defensive and Dividend Growth-Oriented Models on Custom Indexing Platform Canvas®

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. 

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April 22, 2021
Custom Indexing Leader Canvas® on Constructing Environmentally Focused Portfolios

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

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March 31, 2021
Investors Leave Returns on the Table Without Active Tax Management, According to Custom Indexing Leader OSAM

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.

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March 18, 2021
Watch Out, ETFs. Here Comes Custom Indexing.

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

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March 10, 2021
How Custom Indexing Can Help Clients With Complex Tax Needs

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


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March 09, 2021
Canvas® Expands ESG/SRI Offering

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

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March 09, 2021
OSAM's Direct Index Platform Adds More ESG Models, Reporting Tools

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. 

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February 25, 2021
Innovative Performance Reporting Released on Canvas®

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

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February 03, 2021
O’Shaughnessy Custom Indexing Platform Tops $1B

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

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February 03, 2021
OSAM’s Direct Index Platform Tops $1B in AUM in First Year

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

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February 02, 2021
Canvas Surpasses $1 Billion in AUM After First Year of Operation

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.

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December 18, 2020
Barry Ritholtz and Josh Brown Won’t Predict The Market, But They’ll Talk About Anything Else.

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

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December 14, 2020
Custom Indexing is THE Investing Mega Trend of 2021.

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

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October 26, 2019
James O’Shaughnessy Wins Prestigious Cloonan Award

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

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August 30, 2019
Chris Meredith - Why Value Investing Has Been Doing Terribly (Podcast)

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. 

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August 15, 2019
Jim O'Shaughnessy - Standard Deviations with Dr. Daniel Crosby

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

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August 14, 2019
Lessons From Finance History with Jamie Catherwood

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

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July 10, 2019
Bloomberg.com: Why Investors are Staring at and Earnings Mirage

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

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July 01, 2019
Chris Meredith, Building a Robust Research Platform

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.  

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June 10, 2019
Patrick O'Shaughnessy - The Capital Allocators Podcast with Ted Seides

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. 

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May 05, 2019
Part I: Validea's Guru Investor Blog, “Five Questions: Factor Investing with Jim O’Shaughnessy”

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

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May 05, 2019
Part II: Validea's Guru Investor Blog, “Five More Questions: Factor Investing with Jim O’Shaughnessy”

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

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March 01, 2019
AAII, “To Beat the Market, Invest Differently Than the Market”

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

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December 06, 2018
'Humans love a narrative. We have safeguarded against that': Jim and Patrick O’Shaughnessy

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

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July 21, 2018
Lessons from Jim O’Shaughnessy

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

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May 08, 2018
What Works on Wallstreet Podcast with Jim O’Shaughnessy, “Negative Equity, Veiled Value, and the Erosion of Price-to-Book”.

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.  

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January 01, 2018
Promotion and Leadership Transition

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

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October 04, 2017
Bloomberg Radio, "Chris Meredith on Successful Active Investing"

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. 

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October 01, 2017
The Reformed Broker, "An Evening in Wonderland"

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. 

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September 29, 2017
The Wall Street Journal, "Will You Be Ready When the Stock Market Crashes Again?"

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. 

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February 13, 2017
MoneyLife, "Big Interview with Jim O'Shaughnessy (2017)"

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. 

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February 02, 2017
Bloomberg Radio, "Bloomberg Markets: O'Shaughnessy on Active vs. Passive"

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

The answer isn't what you'd expect.

Stream mp3
January 09, 2017
WSJ.com, "Top 5 Investing Posts of 2016 from the WSJ's Experts Blog"

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. 

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October 03, 2016
Bloomberg Radio, "The Bloomberg Advantage: O'Shaughnessy 'Process Not Outcome'"

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

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September 20, 2016
Ignites, "Smartest Beta Bet: Industry Splits Over Single vs. Multi-Factor ETFs"

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. 

Subscriber-only website
June 08, 2016
The Meb Faber Show, "An Unexpected Drop-in from Patrick O'Shaughnessy"

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

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May 01, 2016
Research Magazine, The .400 Hitter and the Investment Superstar

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.

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April 22, 2016
Morningstar.com, “The Third Wave of Indexing”

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

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March 28, 2016
CNBC Squawk Box, "Market Valuations Look Fair: Pro"

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.

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December 16, 2015
Fortune, “Brokers and Advisers Fight For Millennials’ Money”

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.

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December 09, 2015
CNBC Squawk Box, "Buy Value Stocks as Rates Rise: Pro"

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

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November 23, 2015
The Investors Podcast, “Quant Investing with Patrick O’Shaughnessy”

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.

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November 18, 2015
CNBC Halftime Report, “Ignore Fed Short-Term, Buy Value: Pro”

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.

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November 12, 2015
Bloomberg Radio, “The Bloomberg Advantage: O’Shaughnessy on Investing Discipline”

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.

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November 03, 2015
CNBC Squawk Box, “How Millennials Can Build a Fortune”

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.

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November 01, 2015
Incisive Media, “American Financial Technology Awards: Best IT Team Finalists”

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.

October 01, 2015
The Investors Podcast, “What Works On Wall Street with Jim O'Shaughnessy”

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).

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September 28, 2015
CNBC Squawk Box, “Not All Buybacks are Equal”

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

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June 22, 2015
CNBC, “Squawk Platinum Portfolio: Hot Summer Stock Picks”

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.

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May 21, 2015
FOX Business Network, “Where Millennials Should Invest”

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

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May 18, 2015
CNBC Fast Money, “A 'Smarter' Way to Invest”

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

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May 04, 2015
Bloomberg Radio, “Interview: Patrick O’Shaughnessy”

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.

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April 20, 2015
CNBC Squawk Box, “Gen Y’s Big Investing Mistake”

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

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March 19, 2015
FOX Business Network, “Where to Find Big Returns in the Markets"

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.

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March 17, 2015
CNBC Squawk Box, "O’Shaughnessy: Linear Rate Move ‘Absurd’”

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

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March 16, 2015
Bloomberg Radio, “Quantitative Investing (Discussion)”

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.

February 25, 2015
CNBC Squawk Box, "Young Money Habits"

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

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December 10, 2014
MoneyLife, “Big Interview with Jim O'Shaughnessy (2014)”

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

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