O'Shares Investments Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
O’Shares Investments operates in the financial services sector, focusing on the development of rules-based indexes that emphasize quality as a core characteristic. These indexes are designed to support long-term wealth management objectives such as wealth preservation, income generation, growth, and capital appreciation, while aiming to keep investing straightforward and easy to understand. The firm notes that while direct investment in an index isn’t possible, exchange traded funds exist to track the performance of its indexes, though it does not endorse or manage third-party products tied to those indices. Headquartered in Boston, Massachusetts, the company positions itself within the indexing and ETF ecosystem and maintains a small team. A notable recent development is a collaboration with Swan Global Investments to launch the Swan Enhanced Dividend Income Strategy in early 2024, reflecting a practical application of its indexing philosophy.