Dear OSAM Investors, Shareholders, Friends, and Future Clients—
Today, I am excited to announce the release of the Canvas™ platform, the first investing software that allows advisers and allocators to design, implement, and maintain deeply customized investment strategies. Building on our team’s 2+ decades of expertise in factor and systematic strategy design, Canvas hands allocators the keys to our best systems so they can design tailored strategies for their clients.
Using the Canvas Portfolio Builder is like designing a car online. Every choice you make is simple and gives you instant feedback. You design the strategies, and we implement them in separate accounts at your preferred custodian. All trading is handled by OSAM’s team.
Customization is so important because of the possibilities it unlocks. In addition to tailoring your asset class, index, and factor exposures, with Canvas, you can now easily accomplish these jobs for the first time, all in one place:
Canvas is built with the allocator’s business in mind, so you can accomplish the following jobs:
To get started, it’s often helpful to imagine a specific client or prospect and let us demonstrate what can be built with them in mind. To schedule a conversation or demo with our team, go to canvas.osam.com We will onboard new firms slowly to ensure Canvas is set up as perfectly as possible for your clients.
Give your clients something they cannot find elsewhere—a strategy built uniquely for them.
The investing strategies of the future are customized. Build them on Canvas.
Patrick W. O’Shaughnessy, CFA
Chief Executive Officer
The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.