O'Shaughnessy Asset Management is a quantitative money management firm. OSAM has been managing client money since 2007 with team members managing our strategies back to 1996. The Canvas® platform is our newest client-focused investing solution and service of O’Shaughnessy Asset Management, L.L.C.
The future of investing lives at the intersection of research and technology. Our team has spent decades building both and is turning our systems inside out to give other professionals access to build and implement their own strategies. We will keep improving every aspect of Canvas so your business and your clients' portfolios will, too.
Start with strategy templates built to express your firm’s core investing tenets, then tailor a fingerprint portfolio for each client based on their circumstances and preferences.
Digital paperwork, easy onboarding, and efficient dashboards. Everything is built to be scalable for advisors. Canvas is your investing operating system.
Manage single stock, portfolio, and career risk exposures. Optimize taxes. Adjust holdings for the investors’ values.
Select weights to stocks and bonds, including region and market cap segmentation.
Most factor strategies are watered down and based on generic factor definitions. Our team has spent decades honing and improving factor strategies. Build our core or single factor-focused exposures into your Canvas portfolios.
Choose what percentage of the portfolio to invest in the Russell and MSCI indexes. By investing directly in the underlying positions instead of funds or ETFs, you can harvest tax losses for clients and customize their holdings at the position level.
Control for climate change, deforestation, pollution, water stress, data privacy, diversity, labor rights, corruption, gender diversity, and/or governance structure. Choose only issues relevant to the client and see the impact in real time.
Across every trade, we optimize for the best after-tax results. This includes automatically harvesting tax losses throughout the year. You can even control how aggressive to be in harvesting losses by setting tracking error levels at both the firm and client level.
Never before could you control every direct index, factor strategy, or ESG strategy at the position level. With Canvas you can do it easily and in one spot. Exclude individual stocks, industries, sectors, and other categories.
You select credit and duration risk in a simple 5x5 grid. We then use our optimizer to build a smart fixed income allocation with low cost ETFs.
Diversified Beta at a Low Cost
Access to Cheap Beta
Introduction of tax optimization for clients
Brought simplification and improved operational efficiency to advisors
Unlike ETFs and mutual funds that offer one pre-packaged product for investors to purchase, the portfolio construction methodology behind Custom Indexing is personalized to an individual’s unique circumstances, risk tolerance, goals, and preferences.
Direct Index portfolios have the distinct advantage of matching index performance while generating after-tax alpha, seemingly for “free”. Acute observers know that nothing is actually free. Early adopters of Direct Indexing now face a problem. The longest bull market on record has left their portfolios with significant embedded gains that handcuff them to undesired over/underweights relative to the passive index they seek to replicate.