ETFs vs. Custom Indexes. New from Jamie Catherwood. ETFs have clear advantages over Mutual Funds, but this is an outdated benchmark. As new technology unlocks advanced portfolio management capabilities, advisors should focus on what ETFs *cannot* do... canvas.osam.com/Commentary/Blo…

We’ve spent significant time working with Canvas partners to develop what we feel is a cutting-edge ESG investing offering. Read more about our latest product enhancement. 👀 osam.com/pdfs/Canvas_Ex…

Exciting times at OSAM. WE ARE HIRING. Learn about our career opportunities here: osam.com/Team/Careers

New piece: we highlight a few factor trends that have emerged within the current bear market and what this means for portfolios. Stay tuned as tomorrow we’ll share how these factor trends and the macro environment are shaping the road ahead. canvas.osam.com/Commentary/Blo…

In our latest piece, we highlight four key themes that should be top of mind as we navigate the twists and turns of the current market environment. canvas.osam.com/Commentary/Blo…

Managing through market volatility is hard. Dividend growers can help tamp down the "noise" and generate income along the way. Check out our recent piece on how they've done historically and in 2022. canvas.osam.com/Commentary/Blo…

New piece from Jamie Catherwood on the importance of fundamentals, and how Multiple Expansion has driven market returns in recent years. Interesting article comparing the last decade to historical trends. Give it a read! canvas.osam.com/Commentary/Blo…

Volatile markets are rarely the right time for action, but tax loss harvesting is a notable exception. Our opportunistic approach has added more than 2% to the average Canvas account's after-tax returns this year. canvas.osam.com/Commentary/Blo…

OSAM CEO Patrick OShaughnessy discusses the category of Custom Indexing, what we've seen, and the cruciality of not missing major platform shifts.

This week, Jamie Catherwood discussed the benefits of Custom Indexing on Bloomberg TV. Watch Jamie's segment below: bloomberg.com/news/videos/20…

In case you missed it, Jamie Catherwood recently went on BloombergTV to talk about our Canvas platform and the benefits of Custom Indexing. Watch below! bloomberg.com/news/videos/20…

Fantastic podcast with David B. Armstrong, CFA and OSAM's Pat McStay on Custom Indexing. Learn everything you wanted to know about tax-loss harvesting, customization, factor investing, and more. MonumentWealth monumentwealthmanagement.com/resource/what-…

On the latest Excess Returns Podcast, Justin J. Carbonneau and I talk custom indexing with Ehren Stanhope We discuss the process of generating tax alpha, the challenge of defining ESG, managing large single stock positions and a lot more. youtube.com/watch?v=WDOUYT…

Join us at @InvestmentNews’ RIA Lab on Direct Indexing tomorrow! Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below! bit.ly/INRIALAB2 #INRIALABS

Happy June 1st! Join us today at 11am ET...

Join us at @InvestmentNews’ RIA Lab on Direct Indexing tomorrow! Our very own Laura Foster will be speaking about Canvas and the power of Custom Indexing. Register below! bit.ly/INRIALAB2 #INRIALABS

We are excited to bring Canvas to the Janney advisor network to help further client relationships through differentiated tax management and customization. franklintempleton.com/press-releases…

Introducing 'The Quarterly', where Ehren Stanhope breaks down the forces moving markets each quarter. The theme for Q3? Fundamental Instability. • Earnings have dipped but remain intact. • The economy is digesting higher rates. • Employment is tight but loosening. •

With interest rates shifting higher, investors are worried about the rising cost of debt on earnings. But how much earnings power would corporations lose if forced to pay current market rates on their debt? Jesse Livermore & Ehren Stanhope find out: canvas.osam.com/Commentary/Blo…