James O'Shaughnessy

Calling All Creators: O'Shaughnessy Ventures Announces Public Launch

Retrieved on: 
Monday, January 2, 2023

GREENWICH, Conn., Jan. 2, 2023 /PRNewswire/ -- O'Shaughnessy Ventures (OSV) is a creative investment firm that empowers and inspires creators to bring their ideas to life. Founded by Jim O'Shaughnessy, a pioneer in quantitative investing and founder of O'Shaughnessy Asset Management and author of four books on investing, OSV aims to not only provide financial support but to also be a partner in building and growing the next life-changing creative idea. 

Key Points: 
  • "We believe that every creator has the potential to change the world, and we want to help make that happen," said Jim O'Shaughnessy.
  • Infinite Films : Tired of watching a remake of a sequel to a franchise based on a remake of a copy?
  • That's why OSV is taking a new approach to filmmaking and creating original films that inspire and uplift audiences.
  • Infinite Media : In an era of abundance, filtering out the signal from the noise is more valuable than ever.

O’Shaughnessy Asset Management Introduces New Emerging Markets Suite On Custom Indexing Platform Canvas®

Retrieved on: 
Wednesday, July 28, 2021

OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the introduction of a suite of emerging markets (EM) and developed ex-U.S. ADR strategies on Custom Indexing platform Canvas.

Key Points: 
  • OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the introduction of a suite of emerging markets (EM) and developed ex-U.S. ADR strategies on Custom Indexing platform Canvas.
  • The search for alpha or excess return is leading investors to the emerging markets, said Patrick OShaughnessy, CFA, Chief Executive Officer of OSAM.
  • Passive or active exposure to emerging markets companies provides an added degree of portfolio diversification for investors in international developed and U.S. markets, added OShaughnessy.
  • OShaughnessy Asset Management (OSAM) is a quantitative asset management firm based in Stamford, CT.

Investors With Concentrated Stock Positions Face Heightened Risks From A Potential Rise in Capital Gains Tax Rates

Retrieved on: 
Tuesday, July 20, 2021

According to OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm and developer of Custom Indexing platform Canvas, investors with concentrated stock positions face heightened risks from the political uncertainty over a rise in capital gains tax rates.

Key Points: 
  • According to OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm and developer of Custom Indexing platform Canvas, investors with concentrated stock positions face heightened risks from the political uncertainty over a rise in capital gains tax rates.
  • View the full release here: https://www.businesswire.com/news/home/20210720005477/en/
    The chart (Concentrated Stock Work Down) represents a real-life example of a Canvas client portfolio.
  • Through active tax management (% of position sold each day labeled on the curve) the position was reduced to 14% in eight months with zero net capital gains.
  • Far less appreciated is the significant impact that capital gains taxes can have when undertaking such a momentous transition.

Claire M. Noel, CFA, Appointed Portfolio Manager At O’Shaughnessy Asset Management

Retrieved on: 
Tuesday, June 15, 2021

OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the appointment of Claire M. Noel, CFA, as Portfolio Manager.

Key Points: 
  • OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the appointment of Claire M. Noel, CFA, as Portfolio Manager.
  • View the full release here: https://www.businesswire.com/news/home/20210615005446/en/
    Claire M. Noel, CFA, appointed Portfolio Manager at O'Shaughnessy Asset Management.
  • I am genuinely delighted to join OShaughnessy Asset Management, said Noel.
  • OShaughnessy Asset Management (OSAM) is a quantitative asset management firm based in Stamford, CT.

O’Shaughnessy Asset Management Introduces New Defensive and Dividend Growth-Oriented Models on Custom Indexing Platform Canvas®

Retrieved on: 
Wednesday, May 12, 2021

b'O\xe2\x80\x99Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the introduction of a set of new defensive and dividend growth-oriented models on Custom Indexing platform Canvas\xc2\xa9.

Key Points: 
  • b'O\xe2\x80\x99Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today announced the introduction of a set of new defensive and dividend growth-oriented models on Custom Indexing platform Canvas\xc2\xa9.
  • The expansion into new territory reflects a need for advisors to accommodate clients with greatly differing goals all through one platform.
  • Offering solutions via the software-based platform creates a seamless and scalable environment for advisors to create and manage Custom Indexes.
  • Like any other factor or passive exposure, the defensive and dividend growth models can be expressed across market caps and geographies.

Custom Indexing Leader Canvas® on Constructing Environmentally Focused Portfolios

Retrieved on: 
Thursday, April 22, 2021

b'O\xe2\x80\x99Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today released a brief paper on constructing environmentally focused portfolios using Canvas, an industry-leading Custom Indexing platform.

Key Points: 
  • b'O\xe2\x80\x99Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, today released a brief paper on constructing environmentally focused portfolios using Canvas, an industry-leading Custom Indexing platform.
  • Accelerating investor demand, however, presents advisor challenges as legacy \xe2\x80\x9coff-the-shelf\xe2\x80\x9d products (funds) are inadequate for solving specialized and complex client situations.
  • Upwards to 50 percent of advisor conversations on Canvas center around ESG needs for a large client where pooled vehicles are unsatisfactory.
  • The firm delivers a broad range of equity portfolios to institutional investors, individual investors, and high-net-worth clients of financial advisors.

Custom Indexing Leader Canvas® Expands ESG/SRI Offering

Retrieved on: 
Tuesday, March 9, 2021

OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, announced today the expansion of its environmental, social, and governance (ESG) and socially responsible investing (SRI) offering on Canvas, an industry-leading Custom Indexing platform.

Key Points: 
  • OShaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, announced today the expansion of its environmental, social, and governance (ESG) and socially responsible investing (SRI) offering on Canvas, an industry-leading Custom Indexing platform.
  • More than 50 ESG and SRI screens are now available on Canvas supporting a diverse array of causes, issues, and values.
  • As of today, more than 15 percent of client accounts on Canvas have incorporated ESG and SRI screens into custom portfolios.
  • Canvas gives advisors a strong SMA platform that is scalable and lets them execute specific client mandates.

Innovative Performance Reporting Released on Canvas®

Retrieved on: 
Thursday, February 25, 2021

OShaughnessy Asset Management, LLC (OSAM), announced today the release of new performance functionality on its industry-leading Custom Indexing platform, Canvas.

Key Points: 
  • OShaughnessy Asset Management, LLC (OSAM), announced today the release of new performance functionality on its industry-leading Custom Indexing platform, Canvas.
  • The new functionality empowers financial advisors to see transparent performance details across a range of desired time frames with just a few clicks.
  • Canvas allows advisors to build, manage, and now report on Custom Indexes through separately managed accounts tailored to each clients circumstances and preferences.
  • Canvas addresses key aspects of portfolio management for advisors in a single platform: building allocations, executing portfolios, and analyzing and communicating performance, added OShaughnessy.

Custom Indexing Leader Canvas Surpasses $1 Billion in AUM After First Year of Operation

Retrieved on: 
Tuesday, February 2, 2021

OShaughnessy Asset Management, LLC (OSAM) announced today that its industry-leading Custom Indexing platform, Canvas, surpassed $1 billion in assets under management after its first year of operation.

Key Points: 
  • OShaughnessy Asset Management, LLC (OSAM) announced today that its industry-leading Custom Indexing platform, Canvas, surpassed $1 billion in assets under management after its first year of operation.
  • Custom Indexing is the next evolution of Indexing and Direct Indexing, said Patrick OShaughnessy, CFA, Chief Executive Officer of OSAM.
  • For advisors passionate about innovation, Canvas allows them to easily build customized, diversified, and tax-efficient portfolios.
  • The platform also reduces the operational and system overload for RIAs, which leads to greater scale for firms and their advisors.