O'Shaughnessy Asset Management Asset Manager Profile - aVenture Research
O'Shaughnessy Asset Management applies systematic research and technology to build tax-aware, customized portfolios for advisors and their clients. Its Canvas platform supports direct indexing, tax-loss harvesting, and values-based screens, extending the firm's long-standing work in factor investing.
The firm joined Franklin Templeton while continuing to develop its Canvas custom-indexing platform, combining quantitative research with global asset-management infrastructure.
Portfolio Snapshot
Observed round participation, including acquisitions and grants. Current holdings, investor exits, and write-offs are not established.
Recorded Recipients1
Operating Recipients1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of recorded participations by stage.
O'Shaughnessy Asset Management is a quantitative investment firm that delivers factor-based strategies and personalized portfolios through its Canvas platform.
