Business Details
30 Years
experience
Trusted Quantitative Asset Management Services in Stamford, CT
O'Shaughnessy Asset Management (OSAM) is a quantitative asset management firm founded in 1996, now operating as a wholly owned subsidiary of Franklin Templeton. Our expertise lies in delivering a broad range of equity portfolios, including Custom Indexes, to institutional investors, individual clients, and financial advisors. With a team averaging 19 years of tenure, we combine disciplined investment strategies with innovative technology to provide tailored solutions. Our acquisition by Franklin Templeton in 2023 expanded our global reach while maintaining our commitment to data-driven investing. We prioritize transparency, aligning our interests with clients through consistent exploration and implementation of proven methodologies.Our proprietary Canvas platform represents the next evolution in index investing, offering web-based tools for creating custom portfolios. Over 18 years, we have managed $17.7 billion in assets, applying factor models across market capitalizations and geographic regions. Our approach minimizes overlap with traditional indexes and active strategies, focusing on low-cost, high-impact solutions. The team includes 22 investment professionals, six CFA Charterholders, and a leadership group with decades of collective experience. We remain dedicated to advancing our mission of learning, building, and sharing insights to enhance long-term investment outcomes.
Services
Custom Indexing
Equity Portfolio Management
Factor-Based Investing
Institutional Asset Management
Financial Advisor Solutions
Details
- Year established: 1996
Highlights and features
- We offer 28 years of quantitative investment management expertise since 1996
- Our team maintains an average 19-year tenure with deep institutional knowledge
- We pioneered the Custom Indexing category with our Canvas platform
- Our factor-based strategies span micro to large-cap equities globally
- We maintain low active costs with minimal overlap to traditional market indexes
Services
Custom Indexing
Our Canvas platform enables financial advisors to create customized indexes through web-based software. This next-generation solution applies factor models across market capitalizations and global regions. Clients benefit from portfolios with low correlation to traditional indexes and minimal active management costs.
Equity Portfolio Management
We manage equity portfolios with significant factor advantages across style segments and geographic regions. Our strategies maintain minimal overlap with market indexes while delivering disciplined implementation. Portfolios are designed for institutional investors, high-net-worth individuals, and financial advisors seeking differentiated solutions.
Factor-Based Investing
Our investment approach applies quantitative models to identify factors driving market performance. This data-driven methodology spans micro to large-cap equities globally. We combine systematic analysis with decades of research to capture repeatable patterns in market behavior for long-term growth.
Institutional Asset Management
We provide tailored asset management solutions for institutional clients including pension funds, endowments, and corporate retirement plans. Our services combine customized portfolio construction with rigorous risk management. Clients access specialized strategies designed to meet specific liability profiles and investment objectives.
Financial Advisor Solutions
Our platform offers financial advisors advanced tools for creating custom investment solutions. Advisors gain access to proprietary research, portfolio analytics, and implementation support. We provide educational resources and dedicated relationship management to help advisors deliver enhanced client outcomes.
People
Patrick O'Shaughnessy
Chairman Emeritus
Patrick founded OSAM in 1996 and served as CEO until its acquisition by Franklin Templeton. He pioneered the firm's quantitative investment approach and remains a thought leader in Custom Indexing.
Chris Loveless
President
As President, Chris oversees firm operations and client relationships. He has led our institutional business development and maintains key client partnerships across financial advisors and institutional investors.
Ehren J. Stanhope
Co-Head of Investment Management
Ehren leads investment strategy development and portfolio management. He directs our research efforts and implements quantitative models across all investment products and services.
Rajat Gupta
Chief Technology Officer
Rajat oversees technology infrastructure and platform development. He leads the engineering team responsible for maintaining and enhancing our proprietary investment management systems and analytics tools.
Ari Rosenbaum
Director of Private Wealth Solutions
Ari manages relationships with financial advisors and private wealth clients. He provides strategic guidance on portfolio implementation and custom solution development for high-net-worth investors.
Questions
What is O'Shaughnessy Asset Management's core service?
We specialize in quantitative asset management and Custom Indexing solutions for institutional and individual investors.
Who owns O'Shaughnessy Asset Management?
We are a wholly owned subsidiary of Franklin Templeton, a $1.5 trillion global investment management firm.
What investment strategies do you offer?
Our strategies include factor-based equity portfolios across market capitalizations and geographic regions using proprietary models.
How long has your team been together?
Our leadership team averages 19 years of tenure with most members having long-term careers at OSAM.
What technology platforms do you provide?
Our Canvas platform enables financial advisors to create and manage custom indexes for client portfolios.
