America's Best Direct Indexing Buyers Guide 2024 - 26

2024 DIRECT INDEXING BUYERS GUIDE
Canvas Custom Indexing
100 First Stamford Pl, Stamford, CT 06902 * canvas.osam.com
Inspired by Amazon Web Services, Canvas
opens our proprietary SMA tools to leading
advisors and institutions nationwide, empowering
them to create tax-managed, personalized
Custom Indexes seamlessly.
O'SHAUGHNESSY
ASSET
MANAGEMENT
Ehren Stanhope, CFA
Co-Head of
Investment
Management, Chief
Investment Strategist
Canvas is a marriage of our legacy
in quantitative research and
software development.
Building on the fundamentals of
Direct Indexing, we aimed to give
advisors not only a differentiated
approach to addressing the
challenges of their most complex
clients but also a technology
platform and investment solution
that delivers value across your
entire client base. A solution that
gives you more control, more
scale, and more transparency. A
solution that unlocks you from
traditional, industry-defined
indexes and lets you define your
investment starting point.
Whether serving high-net-worth
investors seeking to minimize tax
liabilities, corporate executives
managing concentrated positions,
values-driven investors aligning
their portfolios with their beliefs, or
small business owners preparing for
liquidity events, Canvas empowers
you to have more meaningful
conversations, deepen relationships,
and sharpen your competitive edge.
Our platform harnesses the power
of modern technology so that
you can create, transition into,
and manage Custom Indexes
seamlessly. Canvas is more
than Direct Indexing. It's a new
standard. We call it Custom
Indexing.
Our web-based platform allows advisors to
blend fundamental, quantitative, and passive
equity and fixed income strategies within a single
account, overlay 60+ customization options,
and take advantage of Canvas' programmatic
tax management capabilities-optimizing their
portfolios for improved after-tax returns.
But what truly sets Canvas apart is our origin
story. As a long-standing leader in quantitative
investment management; data science, SMAs,
and systematic investing are our core. This
expertise fuels our commitment to partnering with
advisors-whom we view as true partners-to
enhance their investment strategies with tax
management and personalization. We meet
advisors where they are.
What does this mean?
We don't box you into pre-defined indexes;
instead, we give you the freedom to create your
own models-your Custom Index. Whether
New business contact:
Ari Rosenbaum, Director of Private Wealth
Solutions
Email: osamcanvas@osam.com
Website: Canvas
Brand of direct indexing platform/product:
Canvas Custom Indexing
Platform/product architecture: Open
Total AUM/AUA: $9.2 billion (as of 08/31/2024)
Year direct indexing platform/product began: 2019
Indexing type: Platform
Distribution strategy: Direct and via platforms
Advisor channel served: All
Personalization options: Yes
Private labeling: Yes
Managers GIPS©
compliant: Yes
Number of custom indices available: Clients can
build whatever they desire
Types of products available: Individual stocks,
ETFs, MFs
Minimum investment requirement: Asset class
and style dependent
26
you want to construct a traditional direct index,
combine active and passive strategies with fixed
income, or explore other tailored approaches,
Canvas lets you express your investment thesis.
We'll help you manage client expectations around
tracking error but do not limit your control.
We believe that since every client is unique, their
portfolios should be too. That's why we take deep
pride in enabling you to build custom portfolios
with efficiency, transparency, and unrivaled user
experience.
With a commitment to research and enablement
through technology, we are continuously
enhancing Canvas with cutting-edge features,
improved service, and more product and
optionality on the platform.
O'Shaughnessy Asset Management is a research
and money management firm, developers of
Canvas, and a Franklin Templeton Company.
Franklin Resources, Inc. [NYSE: BEN] is a leading
provider in the fast-growing SMA industry, with
approximately $140 billion in SMA assets as
of June 30, 2024. Canvas is central to Franklin
Templeton's mission to deliver custom solutions
and innovation to the high-net-worth community.
Platform compatibility: Most
Tax optimization features: Yes
Trade efficiency: Yes
Sleeve-level reporting: Yes
Integration with trade execution or order
management systems: Discretionary trading
Proposal generator availability: Yes
Asset allocation methodologies: Personalized
Aggregation of held-away accounts: Not today
Rebalancing features: Yes
Supported custodians: All major
Marketing support offered: Yes
Product/platform's performance tracking
& reporting capabilities: After-tax returns, Daily
values reporting, Estimated taxes saved, Quarterly
reporting, Reporting capabilities, Tracking
capabilities
Solutions open to the public: No
https://canvas.osam.com/ https://canvas.osam.com/
America's Best Direct Indexing Buyers Guide 2024

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