Business Details
30 Years
experience
Trusted Investment Advisory Services in Stamford, CT
O'Shaughnessy Asset Management (OSAM) is a quantitative asset management firm headquartered in Stamford, Connecticut, with a legacy of delivering innovative investment solutions since 1996. As a wholly owned subsidiary of Franklin Templeton, we specialize in creating equity portfolios and Custom Indexing strategies tailored for institutional investors, individual clients, and financial advisors. Our approach combines rigorous quantitative research with decades of experience, ensuring disciplined, factor-driven investment processes across global markets. With $17.7 billion in assets under management and advisement, our team of 22 investment professionals, including six CFA Charterholders, maintains an average tenure of 19 years, reflecting deep institutional knowledge and alignment with client interests.We pioneered the Canvas platform, a groundbreaking Custom Indexing solution that empowers advisors to design personalized portfolios with low active costs and minimal overlap with traditional indexes. Our acquisition by Franklin Templeton in 2023 strengthens our capacity to advance portfolio management innovation while upholding our mission to learn, build, and share investment insights. We prioritize transparency, tax-efficient strategies like tax-loss harvesting, and long-term client partnerships, serving as the investment advisor for U.S. mutual funds and subadvisor to RBC-managed funds. Our culture emphasizes curiosity, technical excellence, and client-centric problem-solving, supported by dedicated teams in portfolio management, technology, and client relationships.
Services
Custom Indexing
Separate Account Strategies
Equity Portfolio Management
Factor-Based Investing
Global Market Strategies
Details
- Year established: 1996
Highlights and features
- We offer 28 years of expertise in quantitative asset management since 1996.
- Our team includes 6 CFA Charterholders with an average 19-year tenure.
- We pioneered the industry-leading Canvas Custom Indexing platform.
- We manage $17.7 billion in assets with low-cost, tax-efficient strategies.
- Our acquisition by Franklin Templeton enhances our global capabilities.
Services
Custom Indexing
Our Canvas platform enables financial advisors to create personalized investment indexes aligned with client goals. This approach combines tax efficiency with factor-based strategies, offering transparency and customization. Clients benefit from automated tax-loss harvesting and low active management costs.
Separate Account Strategies
We construct portfolios with distinct factor advantages across market caps and regions. These strategies feature low correlation to traditional indexes and active strategies, emphasizing cost efficiency. Clients receive customized solutions tailored to specific risk-return profiles.
Equity Portfolio Management
Our quantitative models analyze global equity markets to identify value and growth opportunities. Applying factor models from micro to large-cap stocks, we deliver diversified exposure across US and international markets. Strategies emphasize long-term compounding through disciplined rebalancing.
Factor-Based Investing
We implement systematic approaches targeting proven factors like value, momentum, and quality. This data-driven methodology reduces emotional bias while enhancing risk-adjusted returns. Clients gain exposure to statistically validated market anomalies across market cycles.
Global Market Strategies
Our strategies span US, international, and emerging markets with region-specific factor applications. We optimize geographic diversification while maintaining consistent implementation standards. Clients access tailored exposure to global economic growth opportunities.
People
Patrick O'Shaughnessy
Chairman Emeritus
Patrick founded OSAM in 1996 and served as CEO until its acquisition by Franklin Templeton. A CFA charterholder, he pioneered quantitative investment frameworks and authored influential research on market anomalies. His leadership shaped the firm's culture of innovation and client focus.
Chris Loveless
President
As President, Chris oversees strategic direction and institutional client relationships. With extensive experience in financial services, he leads OSAM's integration into Franklin Templeton while maintaining operational independence. He focuses on expanding Custom Indexing adoption among institutional investors.
Ehren J. Stanhope
Co-Head of Investment Management
Ehren co-leads investment strategy development and portfolio management. A CFA charterholder, he specializes in factor modeling and portfolio construction. With 15+ years at OSAM, he contributes to refining quantitative frameworks and client portfolio implementation.
Rajat Gupta
Chief Technology Officer
Rajat directs technology infrastructure and platform development, including the Canvas system. He leads software engineering teams in building scalable solutions for Custom Indexing. His focus areas include automation, data analytics, and cybersecurity for investment operations.
Claire Noel
Director of Research
Claire leads research initiatives and portfolio management activities. As a CFA charterholder, she develops factor models and conducts market analysis. With a decade of tenure, she contributes to advancing OSAM's quantitative methodologies and investment product development.
Questions
What is Custom Indexing with Canvas?
Canvas is our proprietary platform enabling advisors to create personalized investment indexes. It combines tax-loss harvesting, factor strategies, and client-specific constraints for tailored portfolio solutions.
How does OSAM's acquisition by Franklin Templeton affect clients?
The acquisition enhances our resources while maintaining independent operations. Clients gain access to Franklin's global distribution network without changes to our investment team or strategies.
What investment strategies do you offer?
We provide factor-based equity strategies across market caps and regions, including Value, Growth, and Enhanced Dividend approaches. Custom Indexing and separate accounts are core offerings.
How long has OSAM been in business?
We've managed client assets since 1996, with our founding team maintaining leadership roles through our acquisition by Franklin Templeton in 2023.
What sets OSAM apart from competitors?
Our quantitative approach combines 28 years of research, proprietary technology, and long-tenured team members. The Canvas platform represents a unique innovation in Custom Indexing solutions.
