Research & Design
Research & Design Build better portfolios through deep
customization.
Investor-Created Technology O’Shaughnessy Management is a quantitative asset management firm. OSAM has been managing client assets since 2007, with team members overseeing strategies since 1996. The Canvas® platform represents O’Shaughnessy Management, LLC’s latest client-centric investment solution and service. The future of investing lies at the intersection of research and technology. Our team has been building both for decades, and we are now opening up our system so that other professionals can develop and implement their own strategies. We continuously improve every aspect of Canvas to enhance your business and client portfolios.
Fully Scalable Customization Your Existing Investment Philosophy + Client-Specific Adjustments
Client-Specific Strategy Design Start with a strategy template designed to reflect your firm's core investment principles, then tailor a customized portfolio based on each client's unique circumstances and preferences.
In-Depth Operational Efficiency Enjoy digital paperwork, seamless onboarding, and an efficient dashboard—everything is built to scale for advisors. Canvas is your investment operating system.
Unique Problem-Solving for
Clients and Prospects Manage individual stocks, portfolios, and career risk exposure. Optimize taxes and adjust holdings based on investor values.
What Strategy Will You Design? In the past, advisors had to piece together off-the-shelf products that were not designed with a specific client in mind. Overlapping positions, unintended exposures, and high activity costs are now things of the past. Take full control and leverage this level of customization to build the most efficient strategy possible.
Dimensions of Customization
Asset Allocation
Factors
Direct Indexing
ESG
Tax-Loss Harvesting
Location-Level
Customization
Fixed Income
Asset Allocation Select weightings for stocks and bonds, including regional and market capitalization segmentation.
The Next Step in Technology-Driven Investing OSAM’s investment philosophy, process, and portfolio management expertise converge within the Canvas platform to deliver the best advisor and client experience.
OSAM Research & Content We are dedicated to building systems that make the lives of professional investors easier.
We Will Help You Build
Your First Strategy.
© O’ SHAUGHNESSY MANAGEMENT, LLC
Legal
Privacy Policy
Contact Us