Scott Bartone

[O'Shaughnessy Asset Management @OSAMResearch]

2020 was the first chapter of Custom Indexing.

Excited to add more partners in 2021 and continue building Canvas.

https://t.co/hrHSoFtjJH

[Patrick OShaughnessy @patrick_oshag]

For the last year at @OSAMResearch, we’ve been building.

Excited to share this new post that shares the lessons we've learned. We now believe the future of asset management will be defined by a new category: "custom indexing."

More in this thread...

https://t.co/c3kWcuCkA5

[Scott Bartone @sbar_NY]

This is how my year sounded on @Spotify. Get your 2020 Wrapped now #2020Wrapped https://t.co/YAcqHxSAKH

[Scott Bartone @sbar_NY]

@jposhaughnessy @dollarsanddata Congrats Nick!!

[Scott Bartone @sbar_NY]

@jlowin could try Clearbit for publics (not sure the coverage on private co's). Just insert the web address after the /

https://t.co/uoHR3bQ7Hy
https://t.co/3OZ02zgVyk

[Scott Bartone @sbar_NY]

@EconomPic https://t.co/a7vuUFfBd8

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[Scott Bartone @sbar_NY]

@jvogs02 @EricBalchunas I havent been too in touch with it lately but i didnt think the non transparent ETF's were allowed custom baskets. Thought the ruling last year were just standard active/index with daily transparency

[Scott Bartone @sbar_NY]

@jvogs02 @EricBalchunas Yeah - Id be surprised if that's a tax free conversion but good for them if so. That flavor of ETF wrapper doesn't have the tax shield though do they?

[Scott Bartone @sbar_NY]

@probability_wtd @alphaarchitect @tbfairchild @ChrisMeredith23 Text scrapes for LP’s (and other variations) & subscribe to some lists for PFIC & things of that nature. Also setting a universe with reasonable liquidity / spreads/ mcaps tends to avoid most of these in the plain equity world

[Scott Bartone @sbar_NY]

@patrick_oshag @PeterMallouk This w/ Erykah Badu is great too https://t.co/2gYFY5yM26

[Scott Bartone @sbar_NY]

@patrick_oshag @PeterMallouk https://t.co/EuFUJeb1C8

[Scott Bartone @sbar_NY]

@patrick_oshag @PeterMallouk https://t.co/Vz9qMfN8VQ

[Scott Bartone @sbar_NY]

@MelindaTaub Cinematography and music in the Assassination of Jesse James is top notch

https://t.co/OVliyPjLjv

[Patrick OShaughnessy @patrick_oshag]

We have three new job openings at @OSAMResearch

- Junior quant developer
- Software engineer
- UX/UI developer/designer

This is a chance to join an incredible team that is building and learning fast. Each position will make an impact quickly:

https://t.co/esfY39Jtq0

[Scott Bartone @sbar_NY]

@jfc_3_ MFTF has a very liberal PED doping policy

[Scott Bartone @sbar_NY]

@eervin1 @EricBalchunas @alphaarchitect @RadenJake @Peter_Atwater @michaelbatnick Wasnt this an issue before digital statements? Every custodian can suppress confirms and generally the external SMA manager votes the proxies when granted discretion.

[Scott Bartone @sbar_NY]

@jfc_3_ @EricBalchunas 👆This is a very accurate review. Its perfectly fine but not likely to end up in the multi-year rotation

[Patrick OShaughnessy @patrick_oshag]

For the last year, OSAM has been building.

Next week, we will unveil a new piece of investing software built for advisers and allocators.

It combines our best research and technology. It is the first of its kind.

A teaser here:

https://t.co/beq2LD8mCl