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...In other recent deals Franklin Templeton acquired O’Shaughnessy Asset Management, a $6.4bn quant shop that runs a direct indexing platform; Vanguard scooped up direct indexer Just Invest; and JPMorgan Chase...
...“Tax gets a lot of people in the door and then once they are on the platform, they see how it becomes a one-stop shop for investors and advisers,” said Patrick O’Shaughnessy, chief executive of O’Shaughnessy...
...O’Shaughnessy Asset Management, the $7bn Connecticut-based quantitative money manager is opening a new west coast office in Carlsbad, California....
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