Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'

<p>Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’Shaugnessy’s research and portfolio management teams. Patrick is the author of <em>Millennial Money: How Young Investors Can Build a Fortune</em> and was a contributing author to the fourth edition of <em>What Works on Wall Street</em>. Patrick is also the host of the popular <em>Invest Like the Best </em>podcast. He received his bachelor’s in philosophy from the University of Notre Dame and is a CFA charter holder.</p></p><p><p><strong>Background</strong></p></p><p><p><a href="https://www.osam.com/Team" target="_blank">Bio</a></p></p><p><p><a href="https://www.osam.com/" target="_blank">O’Shaughnessy Asset Management</a></p></p><p><p><a href="https://canvas.osam.com/" target="_blank">Canvas</a> </p></p><p><p><a href="https://www.amazon.com/Millennial-Money-Young-Investors-Fortune/dp/1137279257/ref=sr_1_3?dchild=1&keywords=millenial+money&qid=1620414352&s=books&sr=1-3" target="_blank"><em>Millennial Money: How Young Investors Can Build a Fortune</em></a><em></em></p></p><p><p><a href="https://www.amazon.com/What-Works-Wall-Street-Fourth/dp/0071625763/ref=sr_1_1?dchild=1&keywords=What+Works+on+Wall+Street&qid=1620414453&s=books&sr=1-1" target="_blank"><em>What Works on Wall Street, Fourth Edition: The Classic Guide to the Best-Performing Investment Strategies of All Time</em></a></p></p><p><p><a href="https://investlikethebest.libsyn.com/" target="_blank"><em>Invest Like the Best</em> Podcasts</a></p></p><p><p><strong>ESG</strong></p></p><p><p>“<a href="https://www.osam.com/Commentary/esg-the-right-way" target="_blank">ESG the Right Way: Customization and Not Scale</a>,” by Travis Fairchild, osam.com, October 2019.</p></p><p><p>“<a href="https://www.businesswire.com/news/home/20210309005215/en/Custom-Indexing-Leader-Canvas%C2%AE-Expands-ESGSRI-Offering" target="_blank">Custom Indexing Leader Canvas Expands ESG/SRI