Talk Your Book: How Custom Indexing Works

Today's Talk Your Book is brought to you by O'Shaughnessy Asset Management:

See here for more information on OSAM strategies

On today’s show, we discuss:

  • The creation of OSAM's custom indexing strategy

  • The value advisors find in custom indexing

  • Customizing your portfolio

  • Getting onboarded as an advisor working with OSAM

  • Strategies OSAM offers

  • Working with Franklin Templeton

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