Advanced Technology O'Shaughnessy Asset Management leverages modern cloud-based and web technologies such as Microsoft Azure, Bootstrap, and jQuery to deliver innovative investment solutions, indicating openness to scalable, technology-driven partnerships.

Growth in Asset Holdings Recent investments in diverse assets like Grab, Range Resources, and Landsea Homes demonstrate active portfolio expansion, suggesting a need for advanced analysis tools and personalized portfolio management services.

Strong Market Presence As a subsidiary of Franklin Templeton with a revenue range of 100 to 250 million dollars, O'Shaughnessy maintains a solid financial foundation, providing opportunities for premium financial services and customized wealth management solutions.

Sustainable Investment Interests Their focus on factor-based and tax-aware strategies aligns with market trends towards sustainable and responsible investing, offering a chance to introduce ESG and impact investing products.

Client-Centric Platforms The Canvas© platform’s emphasis on personalized, tax-optimized portfolios highlights a customer-focused approach, positioning for sales of innovative advisory technology and tailored investment tools to financial advisors.