@OSAMResearch

Innovators in Custom Indexing and tax-aware investing. https://xitter.cf/t.co/8mctuZOttd

 Stamford CT
canvas.osam.com
Joined December 2012
  • Tweets819
  • Following23
  • Followers5.8K
206Media
Exciting day for the @OSAMResearch team. Looking forward to what's ahead.
Patrick OShaughnessy
@patrick_oshag30 Sep 2021
Very excited to announce that OSAM, together with the Canvas platform, is being acquired by Franklin Templeton This has been an incredible journey thus far, and we couldn’t be happier to be joining FT to take Canvas and our strategies to the next level investors.franklinresources.…

Franklin Templeton to Acquire O’Shaughnessy Asset Management, a Leading Custom Indexing Provider...

Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities Franklin Resources,...

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With interest rates shifting higher, investors are worried about the rising cost of debt on earnings. But how much earnings power would corporations lose if forced to pay current market rates on their debt? @Jesse_Livermore & @FactorInvestor find out: canvas.osam.com/Commentary/B…
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Introducing 'The Quarterly', where @FactorInvestor breaks down the forces moving markets each quarter. The theme for Q3? Fundamental Instability. • Earnings have dipped but remain intact. • The economy is digesting higher rates. • Employment is tight but loosening. • Headline inflation is down. Equity markets have taken notice. Mission accomplished? Find out below! Watch: us02web.zoom.us/rec/share/2K… Read: canvas.osam.com/Commentary/B…
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We are excited to bring Canvas to the Janney advisor network to help further client relationships through differentiated tax management and customization. franklintempleton.com/press-…

Press Releases | Franklin Templeton

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Join us at @InvestmentNews’ RIA Lab on Direct Indexing tomorrow! Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below! bit.ly/INRIALAB2 #INRIALABS
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Happy June 1st! Join us today at 11am ET...
O'Shaughnessy Asset Management
@OSAMResearch31 May 2023
Join us at @InvestmentNews’ RIA Lab on Direct Indexing tomorrow! Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below! bit.ly/INRIALAB2 #INRIALABS
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Join us at @InvestmentNews’ RIA Lab on Direct Indexing tomorrow! Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below! bit.ly/INRIALAB2 #INRIALABS
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O'Shaughnessy Asset Management retweeted
Jack Forehand
@practicalquant23 Mar 2023
On the latest @excessreturnpod, @JJCarbonneau and I talk custom indexing with @FactorInvestor We discuss the process of generating tax alpha, the challenge of defining ESG, managing large single stock positions and a lot more. youtube.com/watch?v=WDOUYT77…
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Fantastic podcast with @DavidBArmstrong and OSAM's Pat McStay on Custom Indexing. Learn everything you wanted to know about tax-loss harvesting, customization, factor investing, and more. @MonumentWealth monumentwealthmanagement.com…

Resources | Podcast, Articles, & More | Monument Wealth Management

Browse resources tailored to your needs

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In case you missed it, @InvestorAmnesia recently went on BloombergTV to talk about our Canvas platform and the benefits of Custom Indexing. Watch below! bloomberg.com/news/videos/20…

Watch Direct Indexing Benefits: O’Shaughnessy's Catherwood - Bloomberg

Direct indexing "allows advisors to customize at scale because they can do some clicks with a button and implement ESG, take away certain stocks, et cetera,” Jamie Catherwood, O’Shaughnessy Asset...

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This week, @InvestorAmnesia discussed the benefits of Custom Indexing on @BloombergTV. Watch Jamie's segment below: bloomberg.com/news/videos/20…

Watch Direct Indexing Benefits: O’Shaughnessy's Catherwood - Bloomberg

Direct indexing "allows advisors to customize at scale because they can do some clicks with a button and implement ESG, take away certain stocks, et cetera,” Jamie Catherwood, O’Shaughnessy Asset...

bloomberg.com
OSAM CEO @patrick_oshag discusses the category of Custom Indexing, what we've seen, and the cruciality of not missing major platform shifts.
Bloomberg
@business1 Sep 2022
With custom indexing, you get some of an ETF's charm without the ETF trib.al/nnwuC2n

The Case for Custom Indexing

Subscribe to Trillions on Apple PodcastsSubscribe to Trillions on Spotify

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Volatile markets are rarely the right time for action, but tax loss harvesting is a notable exception. Our opportunistic approach has added more than 2% to the average Canvas account's after-tax returns this year. canvas.osam.com/Commentary/B…

Don’t Just Sit There…Tax Loss Harvest

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

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New piece from @InvestorAmnesia on the importance of fundamentals, and how Multiple Expansion has driven market returns in recent years. Interesting article comparing the last decade to historical trends. Give it a read! canvas.osam.com/Commentary/B…

Why Fundamentals Matter

The market selloff this year highlighted how quickly exciting - but unprofitable - companies can fall from grace. In this article, Jamie Catherwood reveals how the composition of market returns has...

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O'Shaughnessy Asset Management retweeted
O'Shaughnessy Asset Management
@OSAMResearch3 Aug 2022
Managing through market volatility is hard. Dividend growers can help tamp down the "noise" and generate income along the way. Check out our recent piece on how they've done historically and in 2022. canvas.osam.com/Commentary/B…

Allocating to Dividend Growers to Manage Volatility

As we find ourselves in a period of uncertainty, high volatility, and threat of persistent inflation, many investors have expressed interest in strategies that offer reduced volatility and relative...

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Managing through market volatility is hard. Dividend growers can help tamp down the "noise" and generate income along the way. Check out our recent piece on how they've done historically and in 2022. canvas.osam.com/Commentary/B…

Allocating to Dividend Growers to Manage Volatility

As we find ourselves in a period of uncertainty, high volatility, and threat of persistent inflation, many investors have expressed interest in strategies that offer reduced volatility and relative...

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In our latest piece, we highlight four key themes that should be top of mind as we navigate the twists and turns of the current market environment. canvas.osam.com/Commentary/B…

Four Themes That All Allocators Should Consider

The cacophony of bear market rhetoric is deafening. It consumes traditional and social media. We share four themes that all allocators should consider here.

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New piece: we highlight a few factor trends that have emerged within the current bear market and what this means for portfolios. Stay tuned as tomorrow we’ll share how these factor trends and the macro environment are shaping the road ahead. canvas.osam.com/Commentary/B…

The 2022 Bear Market Factor Narrative

Several quarters ago, we incorporated a new machine learning tool to evaluate factor drivers in performance regimes. In this short post, we look at the most recent performance of post-COVID vaccine...

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Exciting times at OSAM. WE ARE HIRING. Learn about our career opportunities here: osam.com/Team/Careers
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O'Shaughnessy Asset Management retweeted
O'Shaughnessy Asset Management
@OSAMResearch2 Mar 2022
ETFs vs. Custom Indexes. New from @InvestorAmnesia. ETFs have clear advantages over Mutual Funds, but this is an outdated benchmark. As new technology unlocks advanced portfolio management capabilities, advisors should focus on what ETFs *cannot* do... canvas.osam.com/Commentary/B…

Paradigm Shifts: Commodification to Personalization

Like any product challenging the status quo, the onus is on Custom Index providers to demonstrate their advantage over ETFs. This article focuses on how Custom Indexing can surpass ETFs in key...

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We’ve spent significant time working with Canvas partners to develop what we feel is a cutting-edge ESG investing offering. Read more about our latest product enhancement. 👀 osam.com/pdfs/Canvas_Expands…
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