OSAM in the News
OSAM in the News
2024-05-04
Canvas Expands ESG Investment Capabilities
The added features provide financial advisors with more control and transparency in building portfolios that accurately reflect individual clients' values.
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2022-01-04
Franklin Templeton Completes OSAM Acquisition
With the acquisition, Franklin Templeton further strengthens its position as a provider of separate managed accounts (SMA) and expands its capabilities in tax management, factor-based strategies, and ESG customization.
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2021-11-16
Custom Indexing Leader Canvas® Surpasses $2 Billion in AUM, Doubling in 2021
Quantitative asset management firm O'Shaughnessy Management, LLC (OSAM) announced today that its industry-leading custom indexing platform, Canvas®, has surpassed $2 billion in assets under management (AUM), following the milestone of crossing $1 billion earlier this year.
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2021-09-30
Franklin Templeton Acquires Custom Indexing Leader O'Shaughnessy Management through Canvas® Platform
With the acquisition, Franklin Templeton strengthens its position as a provider of separate managed accounts (SMA) and expands its capabilities in tax management, factor-based strategies, and ESG customization.
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2021-07-20
O'Shaughnessy Management Launches Emerging Markets Portfolio on Custom Indexing Platform Canvas®
Quantitative asset management firm O'Shaughnessy Management, LLC (OSAM) announced today the launch of an Emerging Markets (EM) and Non-U.S. Developed Market ADR strategy portfolio on its Custom Indexing platform, Canvas®.
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2021-07-20
Investors with Concentrated Holdings Face High Risk from Potential Capital Gains Tax Increase
Efforts to diversify portfolios and reduce risk could lead to higher capital gains taxes, significantly eroding investment returns and personal wealth.
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2021-07-15
Claire M. Noel, CFA, Appointed Portfolio Manager at O'Shaughnessy Management
Quantitative asset management firm O'Shaughnessy Management, LLC (OSAM) announced today the appointment of Claire M. Noel, CFA as Portfolio Manager. In this newly created role, Noel will be responsible for conducting quantitative research, developing investment strategies, integrating ESG factors, and overseeing portfolio rebalancing. Noel will report to Chris Meredith, OSAM's Co-Chief Investment Officer (CFA).
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2021-05-12
O'Shaughnessy Management Introduces New Defensive and Dividend Growth Oriented Model to Custom Indexing Platform Canvas®
Quantitative asset management firm O'Shaughnessy Management, LLC (OSAM) announced today the appointment of Claire M. Noel, CFA as Portfolio Manager. In this newly created role, Noel will be responsible for conducting quantitative research, developing investment strategies, integrating ESG factors, and overseeing portfolio rebalancing. Noel will report to Chris Meredith, OSAM's Co-Chief Investment Officer (CFA).
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2021-04-22
Custom Indexing Leader Canvas® Releases Report on Building Environmentally Focused Portfolios
Quantitative asset management firm O'Shaughnessy Management, LLC (OSAM) today released a brief report on how to build environmentally focused portfolios using its industry-leading custom indexing platform, Canvas. While the report focuses on personalized environmental exposures, the Canvas platform allows financial advisors to access over 50 ESG and SRI screens, customize them, and integrate them into client portfolios.
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2021-03-31
OSAM: Without Active Tax Management, Investors Miss Out on Returns
Canvas®'s tax management capabilities can increase after-tax returns, and last year, Canvas achieved an additional 2.1% after-tax return by realizing losses during market downturns.
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2021-03-09
Custom Indexing Leader Canvas® Expands ESG/SRI Offering
Beyond excluding negative factors, the expansion allows advisors and clients to place more emphasis on companies that demonstrate positive actions.
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2021-02-25
Innovative Performance Reporting Feature Launched on Canvas®
With comprehensive and dynamic reporting, financial advisors can have more meaningful conversations with clients, and after-tax performance is included as a key metric.
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2021-02-02
Custom Indexing Leader Canvas Surpasses $1 Billion in AUM After First Year of Operations
Over 70% of client accounts are fully customized by financial advisors to meet each individual's preferences.
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2019-10-26
James O'Shaughnessy Receives Prestigious Cloonan Award
The renowned asset manager shared his legendary lessons with investors in Orlando.
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