Franklin Templeton Acquires O'Shaughnessy Asset Management
September 30, 2021
Franklin Resources, Inc. (operating as Franklin Templeton) acquired O'Shaughnessy Asset Management (OSAM), a Stamford-based quantitative asset manager and operator of the Canvas custom-indexing platform. The deal brings OSAM's factor-based investing and Canvas custom indexing capabilities — and more than 40 team members — into Franklin Templeton's Product Solutions group to expand its separately managed account (SMA) and customization offerings.
- Buyers
- Franklin Resources, Inc. (Franklin Templeton)
- Targets
- O'Shaughnessy Asset Management, LLC (OSAM)
- Industry
- Financial Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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