O'Shaughnessy Funds
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
100 First Stamford Pl Fl 5, Stamford, Co...Phone Number
(203) 975-3333Website
www.osfunds.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
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ZI Rank
1
2
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2
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2
About O'Shaughnessy Funds
O'Shaughnessy Asset Management, LLC is a investment management company. The company provides asset management, factor investing & custom Indexing. The company was established in 1987 and is based in Stamford, Connecticut.Explore more
O'Shaughnessy Funds Org Chart
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Activity Insights
O'Shaughnessy Funds is experiencing very low activity levels compared to other companies in the Finance sector.
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O'Shaughnessy Funds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Shaughnessy Funds.
O'Shaughnessy Funds Tech Stack
A closer look at the technologies used by O'Shaughnessy Funds
Most Recent Scoops
Award
Award, Financial Planning, Product Management, Finance, Financial Strategy
Event
Person-Based
Ari Rosenbaum, Principal, appeared on a podcast called "Masters in Business" on 08/14/2024. Topics discussed include ESG, personal values, investment alignment.
Events, Podcast
Left Company
Executive Move
Executive Moves, Left Company
Project
Spending/Investment
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Executive Move
O'Shaughnessy Funds News & Media
Custom Indexing Leader Canvas® Expands ESG Investing Capabilities
STAMFORD, Conn.--(BUSINESS WIRE)--O’Shaughnessy Asset Management (OSAM), a subsidiary of Franklin Templeton, today announced an expansion of ESG investing capabilities on its Custom Indexing platform Canvas®. Utilizing proprietary advances in software development and quantitative investment research, this added functionality provides financial advisors with further control and transparency in aligning individual clients’ values with portfolio holdings. To encourage greater exploration and adoptFranklin Templeton Completes Acquisition of O’Shaughnessy Asset Management, a Leading Custom Indexing Provider Through Its Canvas® Platform
SAN MATEO, Calif.--(BUSINESS WIRE)--Franklin Templeton Completes Acquisition of O’Shaughnessy Asset Management, a Leading Custom Indexing Provider through its Canvas® PlatformCustom Indexing Leader Canvas® Doubles Assets Under Management in 2021, Crossing $2 Billion
STAMFORD, Conn.--(BUSINESS WIRE)--O’Shaughnessy Asset Management, LLC (OSAM), a leading quantitative asset management firm, announced today that the firm’s industry-leading Custom Indexing platform Canvas® passed $2 billion in assets under management after hitting $1 billion earlier this year. This milestone puts O’Shaughnessy Asset Management over $7 billion* in total firm assets. Canvas allows financial advisors to build and manage Custom Indexes in separately managed accounts (SMAs) that areStamford-based O'Shaughnessy Asset Management to be acquired by Franklin Templeton
O'Shaughnessy Asset Management will be acquired by Franklin Resources, but the firm will...
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O'Shaughnessy Asset Management, LLC is a investment management company. The company provides asset management, factor investing & custom Indexing. The company was established in 1987 and is based in Stamford, Connecticut.... Read More
