O'Shaughnessy Asset Management
- Company typePrivate
- Founded1987
- HeadquartersStamford, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
O'Shaughnessy Asset Management firmographics
Firmographics- Name
- O'Shaughnessy Asset Management
- Legal name
- O'Shaughnessy Asset Management, L.L.C.
- Website
- https://osam.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Where O'Shaughnessy Asset Management is headquartered
LocationHeadquarters
- HQ city
- Stamford
- HQ country
- United States
- HQ region
- North America
Markets served
O'Shaughnessy Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D
O'Shaughnessy Asset Management product offering
Product offeringCore offering
O'Shaughnessy Asset Management (OSAM) is a private investment management firm that develops and manages quantitative investment strategies for client portfolios. The firm operates as a sub-advisor and asset manager, delivering portfolio management services to mutual fund vehicles and institutional clients. It was founded in 1987 and is now integrated within Franklin Templeton's broader investment management operations.
Differentiator
Problem solved
Functional benefit
Products and services
- Sub-advisory investment management services
Companies that use O'Shaughnessy Asset Management
Customer profileIdeal customer profiles1 record
O'Shaughnessy Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
O'Shaughnessy Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- RBC Global Asset Management Inc.minorRBC Global Asset Management Inc. announced the termination of O'Shaughnessy Asset Management, L.L.C. as sub-advisor for RBC O'Shaughnessy Funds, effective November 21, 2025. Affected funds were to be merged into RBC QUBE Funds or transitioned to the RBC Quantitative Investments team.
Recent moves3 records
Expansion highlights2 records
O'Shaughnessy Asset Management competitors and assessment
Company assessmentDirect peers
- AQR Capital Management: AQR is a leading quantitative asset manager specializing in factor-based and alternative strategies for institutional and intermediary clients. It is one of the closest direct comparables to OSAM's factor-investing, sub-advisory/SMA business model.
- Dimensional Fund Advisors: DFA is a pioneer in factor/evidence-based investing, distributing primarily through advisor and sub-advisory channels. Its focus on systematic, academic-rooted portfolio construction and its reliance on sub-advisory relationships directly mirror OSAM's positioning.
- Acadian Asset Management: Acadian is a quantitative asset manager offering factor and global multi-asset strategies to institutional and intermediary clients. Its systematic, sub-advisory-heavy model and focus on factor-based portfolios make it highly comparable to OSAM.
- Research Affiliates: Research Affiliates is a smart-beta and factor-index firm offering fundamental index and asset-allocation strategies, often distributed through sub-advisory and model-portfolio relationships. It competes directly with OSAM for the same factor-oriented mandates.
Broad incumbents
- GMO (Grantham, Mayo, Van Otterloo & Co.): GMO is a well-established, value- and quantitatively-oriented asset manager serving institutional and wealth clients. It is comparable as a similarly sized, research-driven active manager operating in the same institutional/sub-advisory ecosystem as OSAM.
- Lazard Asset Management: Lazard's asset management arm provides active and quantitative strategies globally to institutional and intermediary clients, including sub-advisory mandates. It is a broad incumbent competing for the same sub-advisory and SMA wallets that OSAM targets.
- Invesco (Quantitative Strategies): Invesco operates a large quantitative and factor-based product suite, including factor ETFs and sub-advised strategies, and competes directly with OSAM in the sub-advisory and model-portfolio channels, particularly after acquiring QQQ sponsor-like factor capabilities.
- American Century Investments: American Century is a diversified asset manager with substantial quantitative and multi-factor strategies alongside traditional active funds. It competes with OSAM for sub-advisory and intermediary mandates and shares the sub-advisory distribution model.
Emerging players
- WisdomTree Investments: WisdomTree is a factor- and thematics-focused asset manager distributing through ETFs and model portfolios. It is comparable to OSAM as a factor-oriented firm targeting the same advisor and wealth-platform distribution channels, though it is primarily ETF-led.
- PanAgora Asset Management: PanAgora is a quantitative asset manager offering factor and multi-asset strategies to institutional clients. Its size, quantitative orientation, and reliance on sub-advisory and institutional mandates position it as a closely comparable niche peer to OSAM.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights4 records
Customer concentration
O'Shaughnessy Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
O'Shaughnessy Asset Management leadership team
Management profileNumber of profiles
Profiles2 records
O'Shaughnessy Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
O'Shaughnessy Asset Management M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about O'Shaughnessy Asset Management
What does O'Shaughnessy Asset Management do?
O'Shaughnessy Asset Management (OSAM) is a private investment management firm that develops and manages quantitative investment strategies for client portfolios. The firm operates as a sub-advisor and asset manager, delivering portfolio management services to mutual fund vehicles and institutional clients. It was founded in 1987 and is now integrated within Franklin Templeton's broader investment management operations.
Is O'Shaughnessy Asset Management a public or private company?
O'Shaughnessy Asset Management is a private company. It is classified as corporate owned and is currently operating.
When was O'Shaughnessy Asset Management founded?
O'Shaughnessy Asset Management was founded in 1987. It employs 51 to 100 people.
Where is O'Shaughnessy Asset Management based?
O'Shaughnessy Asset Management is headquartered in Stamford, United States, in the North America region.
Who are O'Shaughnessy Asset Management's main competitors?
Direct peers on record are AQR Capital Management, Dimensional Fund Advisors, Acadian Asset Management and Research Affiliates. Broad incumbents are GMO (Grantham, Mayo, Van Otterloo & Co.), Lazard Asset Management, Invesco (Quantitative Strategies) and American Century Investments. Emerging players are WisdomTree Investments and PanAgora Asset Management.
Does O'Shaughnessy Asset Management have an API?
No public API is recorded for O'Shaughnessy Asset Management.