O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a agile firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes,



and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

For more firm information, please visit www.osam.com

O’Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton. The firm manages over $20 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients.

We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively

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