O’Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs).
direct indexingcustom indexingseparately managed accounts (SMAs)sales to financial advisorsportfolio management conceptsclient service / relationship managementpresentations / public speaking