O'Shaughnessy Asset Management

Innovators in Custom Indexing and tax-aware investing.

[O'Shaughnessy Asset Management @OSAMResearch]

Exciting day for the @OSAMResearch team. Looking forward to what's ahead.

[Patrick OShaughnessy @patrick_oshag]

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

https://t.co/JecW6JMzf8

[O'Shaughnessy Asset Management @OSAMResearch]

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:

https://t.co/EFys7U2Rs3

[O'Shaughnessy Asset Management @OSAMResearch]

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: https://t.co/3pFPz0e7C4

Read: https://t.co/VO4oDEHuSF

[O'Shaughnessy Asset Management @OSAMResearch]

We are excited to bring Canvas to the Janney advisor network to help further client relationships through differentiated tax management and customization.

https://t.co/7ZSOf39tPp

[O'Shaughnessy Asset Management @OSAMResearch]

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!

https://t.co/CvUX5vfwAy #INRIALABS

[O'Shaughnessy Asset Management @OSAMResearch]

Happy June 1st! Join us today at 11am ET...

[O'Shaughnessy Asset Management @OSAMResearch]

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!

https://t.co/CvUX5veYL0 #INRIALABS

[O'Shaughnessy Asset Management @OSAMResearch]

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!

https://t.co/CvUX5veYL0 #INRIALABS

[Jack Forehand @practicalquant]

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.

https://t.co/xYPQURMhNO

[O'Shaughnessy Asset Management @OSAMResearch]

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

https://t.co/SyEyksCYTm

[O'Shaughnessy Asset Management @OSAMResearch]

In case you missed it, @InvestorAmnesia recently went on BloombergTV to talk about our Canvas platform and the benefits of Custom Indexing.

Watch below!

https://t.co/UGJiQGrdpH

[O'Shaughnessy Asset Management @OSAMResearch]

This week, @InvestorAmnesia discussed the benefits of Custom Indexing on @BloombergTV.

Watch Jamie's segment below:

https://t.co/UGJiQGrdpH

[O'Shaughnessy Asset Management @OSAMResearch]

OSAM CEO @patrick_oshag discusses the category of Custom Indexing, what we've seen, and the cruciality of not missing major platform shifts.

[Bloomberg @business]

With custom indexing, you get some of an ETF's charm without the ETF https://t.co/KkJ53MTraX

[O'Shaughnessy Asset Management @OSAMResearch]

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.

https://t.co/pNJ1ITRDhn

[O'Shaughnessy Asset Management @OSAMResearch]

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!

https://t.co/TfQ1kFQZ1F

[O'Shaughnessy Asset Management @OSAMResearch]

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.

https://t.co/2V9X8592ch

[O'Shaughnessy Asset Management @OSAMResearch]

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.

https://t.co/2V9X8592ch

[O'Shaughnessy Asset Management @OSAMResearch]

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.

https://t.co/NL5j8jErci

[O'Shaughnessy Asset Management @OSAMResearch]

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.

https://t.co/zHn2fELVTK

[O'Shaughnessy Asset Management @OSAMResearch]

Exciting times at OSAM. WE ARE HIRING. Learn about our career opportunities here:

https://t.co/pvXb7d3c45

[O'Shaughnessy Asset Management @OSAMResearch]

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...

https://t.co/BGyTS87Jct

[O'Shaughnessy Asset Management @OSAMResearch]

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. 👀

https://t.co/MYYdPZIX7e