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.
A Letter to Clients On Franklin Templeton AcquisitionBy 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 InvestingBy 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 BillionBy 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.