O'Shaughnessy Asset Management
O’Shaughnessy Asset Management (OSAM) is a leading quantitative asset management firm based in Stamford, Connecticut, specializing in factor-based investing and delivering a broad range of equity portfolio strategies for institutional investors, individual investors, and high-net-worth clients of financial advisors. Its core innovation, Canvas®, is a cutting-edge custom indexing platform that empowers advisors to build personalized portfolios aligned with each client’s tax profile, ESG preferences, asset allocation, risk tolerance, and investment goals, offering scalable and tax-efficient solutions. Beyond its separate account strategies, OSAM also acts as the investment advisor for a U.S. mutual fund and as a subadvisor to mutual funds through the Royal Bank of Canada (RBC). In early 2022, Franklin Templeton acquired OSAM, expanding its global wealth management capabilities.
Associated People
2010 - present
2019 - present
2007 - present
2015 - 2016
OSAM CANVAS®
OSAM Canvas® was launched in late 2019 as a next-generation custom indexing platform designed to help financial advisors build highly personalized investment strategies within separately managed accounts.
The platform enables the creation of tailored portfolios that reflect each investor’s specific needs, objectives, and risk tolerance.
Advisors can exercise unparalleled control over asset allocation, factor tilts, direct indexing, and position-level customization, while also integrating ESG and socially responsible screens and executing tax-loss harvesting with precision.
In 2021, OSAM expanded Canvas to include emerging markets and international ADR strategies, both passive and factor-driven, significantly enhancing global diversification opportunities for clients.
OSAM SEPARATE ACCOUNT STRATEGIES
Focuses on large-cap U.S. equities with strong quality, valuation, and high shareholder yield. Portfolio is conviction-weighted, sector- and industry-constrained.
Small Cap Value
Targets U.S. small-cap stocks ($200M–$2B) featuring value traits plus quality and momentum. Conviction- and sector-weighted.
Micro Cap
Covers even smaller companies ($50M–$200M), selecting those with strong combined valuation, momentum, and quality. Conviction- and sector-constrained.
All Cap Core
A diversified domestic equity strategy across all caps, incorporating quality, valuation, momentum, and shareholder yield. Weighted for style and market caps, with constraints by sector & industry.
Enhanced Dividend®
A global equity income strategy emphasizing quality, value, and dividend yield. Region-, sector-, and industry-constrained, conviction-weighted.
International ADR
Invests in international equity via U.S.-listed ADRs, filtered by ranking on quality, value, momentum, and yield. Conviction-weighted with broad constraints.
Market Leaders Core
Similar to Market Leaders Value but emphasizes appreciation by blending quality, value, momentum, and shareholder yield among large-cap U.S. equities.