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Blog Post
Don’t Just Sit There…Tax Loss Harvest
By: Euan Mackay
August 2022
In the first six months of the year, OSAM harvested 6,000 times across Canvas accounts, generating $100m of net losses and helping to lift clients’ after-tax returns
- Blog Post
- Euan Mackay
- Canvas • Tax Management
Blog Post
Four Themes That All Allocators Should Consider
By: OSAM Research Team
July 2022
The cacophony of bear market rhetoric is deafening. It consumes traditional and social media. We share four themes that all allocators should consider here.
- Blog Post
- OSAM Research Team
- Factors • Markets
Letter
OSAM Founder Jim O’Shaughnessy to Retire at Year End
By: Patrick O’Shaughnessy
June 2022
In some bittersweet news for me and our firm, founder Jim O’Shaughnessy will retire from O’Shaughnessy Asset Management, LLC (OSAM) on December 31, 2022.
- Letter
- Patrick O’Shaughnessy
Article
How are advisors using Canvas? Takeaways from 2 years of Custom Indexing
By: Euan Mackay
February 2022
When we launched Canvas in 2019, Direct Indexing was a sleepy corner of the market and Custom Indexing didn’t exist. Today, these twin categories are projected to grow faster than any other in the investment industry. But how are advisors using Canvas?
- Article
- Euan Mackay
- Canvas • ESG • Factors • Indexing
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Article
Technology & Data Analysis: The Evolution of Risk Management (Pt. 2)
By: Jamie Catherwood
December 2021
- Article
- Jamie Catherwood
- Financial History
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Press Release
Custom Indexing Leader Canvas® Doubles Assets Under Management in 2021, Crossing $2 Billion
By: O'Shaughnessy Asset Management
November 2021
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.
- Press Release
- O'Shaughnessy Asset Management
- Canvas
Article
Falling Chandeliers & The Evolution of Risk Management (Part 1)
By: Jamie Catherwood
October 2021
One of Warren Buffett’s famous investing rules is to win by not losing. As usual, Buffett’s instructions are simple, but not easy. Generally, however, there are two paths for following Buffett’s rules. The first is to only make good investments that never lose money. Alternatively – and more realistically – manage risk through rules and processes that increase your probability of positive outcomes and reduce the odds of meaningful losses.
- Article
- Jamie Catherwood
- Canvas • Financial History • Portfolio Construction
Letter
A Letter to Clients On Franklin Templeton Acquisition
By: Patrick O’Shaughnessy
September 2021
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.
- Letter
- Patrick O’Shaughnessy
Whitepaper
The Concentrated Stock Puzzle
By: OSAM Research Team
September 2021
While most agree on the value of diversification, transitioning from one or a few concentrated positions to a diversified portfolio is still a challenging puzzle – consisting of biases and significant tax consequences.
- Whitepaper
- OSAM Research Team
- Canvas • Indexing • Machine Learning • Tax Management
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Article
Custom Indexing: The Benefits of Unbundling
By: OSAM Research Team
July 2021
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.
- Article
- OSAM Research Team
- Canvas • ESG • Indexing • Tax Management
Article
Dividends: A 400-Year-Old Practice
By: Jamie Catherwood
May 2021
Dividends have been a core feature of financial markets since shares first traded on the Amsterdam Exchange in 1602. This piece provides a brief overview of dividend's 400 year history in finance.
- Article
- Jamie Catherwood
- Canvas • Financial History • Strategies
- Shareholder Yield
Article
Investing in Environmental Protection
By: OSAM Research Team
April 2021
Since 1970, April 22nd has been a day of supporting environmental protection. As we embrace this day focused on sustainability, it is appropriate to highlight how investors can align their environmental values and investment objectives.
- Article
- OSAM Research Team
- Canvas • ESG • Indexing
Article
Investing in Women Empowerment
By: OSAM Research Team
March 2021
This portfolio focuses on exposure to companies supporting women’s equality and female-aligned values. Investing is one small but important medium for promoting change as it enables investors to vote on material issues and align their values with their wallet.
- Article
- OSAM Research Team
- Canvas • ESG • Indexing
Article
ESG and the Biden Administration
By: OSAM Research Team
March 2021
Every presidential transition leads to a slew of policy rollbacks and new legislation. Early signs suggest ESG related policy will be an important theme to follow.
- Article
- OSAM Research Team
- ESG
Article
Investing in Social Justice
By: OSAM Research Team
March 2021
Last July, we developed a model with a Canvas partner that invests in companies committed to diversity, equity, and inclusion (DEI) in the workplace.
- Article
- OSAM Research Team
- Canvas • ESG • Indexing
Article
Helping Financial Advisors Solve ESG Investing Challenges
By: OSAM Research Team
March 2021
Last year, U.S. sustainable fund flows totaled $51.2B, more than double the 2019 figure and ten times larger than 2018. Yet, despite the ballooning product market, advisors still face numerous challenges in ESG investing.
- Article
- OSAM Research Team
- Canvas • ESG • Indexing • Portfolio Construction • Keystone Resources
Article
Technology & The Financial Printing Press
By: Jamie Catherwood
February 2021
History repeatedly demonstrates that an abundance of information often produces technological innovations designed to better analyze and synthesize such data to produce valuable new insights. Ironically, the boom in information often stems from the original technology itself so that there is a constant cycle of innovations producing new data / information, necessitating more technological innovations to analyze and synthesize this information.
- Article
- Jamie Catherwood
- Canvas • Financial History
Article
History, Platforms & Mass Customization
By: Jamie Catherwood
February 2021
As covered in the first installment of this three-part series on “The Road to Custom Indexing”, demand for customization and products tailored to individuals often arise when a good or service becomes abundant and commoditized. While the field of Finance and Investment is most apt for our discussion, this maxim generally holds true across all industries.
- Article
- Jamie Catherwood
- Canvas • Financial History • Indexing
Article
The Road to Custom Indexing: Investment Vehicles
By: Jamie Catherwood
February 2021
Innovations do not occur in a vacuum. Instead, they often represent the moment that independent paths of evolution and ideas converge, culminating in something entirely unique. This post focuses on the latest financial innovation, Custom Indexing and its core foundations: democratization of finance, technology, passive beta, active management, ESG, factor exposure, and customization.
- Article
- Jamie Catherwood
- Canvas • ESG • Financial History • Indexing
Podcast
Podcast: Custom Indexing is a Tidal Wave Coming at the Investment Business
By: Josh Brown
January 2021
Josh Brown, author of The Reformed Broker blog and frequent CNBC guest, hosted OSAM CEO Patrick O'Shaughnessy on his podcast, The Compound Show. They discussed the future of indexing, specifically Custom Indexing and Canvas. You can listen here.
- Podcast
- Josh Brown
- Canvas • Indexing
Commentary
Custom Indexing: The Next Evolution of Index Investing
By: Patrick O’Shaughnessy
December 2020
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.
- Commentary
- Patrick O’Shaughnessy
- Canvas • Indexing • Strategies
Article
Q & A with Phil Huber
By: Patrick O’Shaughnessy
September 2019
OSAM CEO Patrick O’Shaughnessy recently sat down for an in-depth discussion on Canvas with Phil Huber, Chief Investment Officer at Huber Financial. Huber was an early Canvas partner and understands the power of customized portfolio management. In a recent article he included the following Q & A with Patrick. This Q & A serves as a valuable resource for how we think of the Canvas Platform.
- Article
- Patrick O’Shaughnessy
- Canvas
Article
Introducing Canvas
By: Patrick O’Shaughnessy
September 2019
Today, I am excited to announce the release of Canvas, the first investing software that allows advisers and allocators to design, implement, and maintain deeply customized investment strategies. Building on OSAM’s 2+ decades of expertise in factor and systematic strategy design, Canvas hands allocators the keys to our best systems so they can design tailored strategies for their clients. Give your clients something they cannot find elsewhere—a strategy built uniquely for them.
- Article
- Patrick O’Shaughnessy
- Canvas • Keystone Resources
Podcast
Patrick O'Shaughnessy - The Capital Allocators Podcast with Ted Seides
By: Patrick O’Shaughnessy
June 2019
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.
- Podcast
- Patrick O’Shaughnessy
Article
An Ancient Relationship: FinTech and Financial Advice
By: Jamie Catherwood
May 2019
Few modern professions have lasted as long as the financial adviser, which archaeological evidence in Mesopotamia dates to at least the third millennium BCE. How has this profession lasted so long? The industry’s longevity is largely attributable to financial technology (FinTech), which has historically empowered advisers to better serve their clients.
- Article
- Jamie Catherwood
- Canvas
Article
Announcing a New OSAM Research Partner
By: Patrick O’Shaughnessy
July 2018
We are excited to announce our second OSAM Research Partner and our search for more partners with some very specific skills.
- Article
- Patrick O’Shaughnessy
Article
Announcing OSAM Research Partners
By: Patrick O’Shaughnessy
May 2018
Today we are announcing a new initiative: the OSAM Research Partners Program. Through the program, we will begin building formal relationships with the brightest and most curious people we can find to produce new research for the benefit of our investors and the broader community.
- Article
- Patrick O’Shaughnessy
