What AI says about O'Shaughnessy Asset Management (OSAM)

OSAM provides investment management services centered on Canvas, its custom indexing platform, delivering tax-optimized custom indexes and style-based separate-account strategies (SMAs) across micro to large-cap and US to global markets. Their portfolios rely on factor-based models to offer diversification, low active costs, and low excess return correlation with broad market indexes. With about 18 years of experience and roughly $17.7 billion in assets under management/advisement, OSAM announced an acquisition by Franklin Templeton.