| Document Date: 2015-03-27 12:48:00
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City Stamford / / Company MSCI / Worldscope / Personal Trading We / RBC Asset Management / Client Transactions / Royal Bank of Canada / O’Shaughnessy Asset Management LLC / Personal Trading / Voting Client Securities / Compustat / CRSP / Quasar Distributors LLC / Bank of Ireland / Bloomberg / Bear Stearns / Skandia Investment Management Ltd. / osam.com / US Bancorp Fund Services Inc. / Item 1 O’Shaughnessy Asset Management LLC / Broadridge Financial Solutions Inc / / Country United States / United Kingdom / / Currency USD / / / Event Business Partnership / Bankruptcy / M&A / Dividend Issuance / / IndustryTerm investment-management services / investment advisory services / responsible broker / shareholder communications / non-brokerage products / portfolio management services / custody of assets / related consulting services / investment management services / company management / bank / passive minority membership interest / media headlines / investment supervisory services / investment products / sub-advisory services / client communications / discretionary investment management services / outside brokers / the execution / investments products / / MarketIndex S&P 500 / / Organization United States Securities and Exchange Commission / Financial Services Authority / Mercer QIF Fund / Bank of Canada / FINRA / Advisors Series Trust / / Person Jim O'Shaughnessy / Michael L. Ceccato / Raymond Amoroso / James O'Shaughnessy / / / Position unaffiliated investment custodian / attorney / custodian / institutional discretionary investment manager / participating manager / advisors / account custodian / broker / custodian/broker-dealer / Vice President / manager in a wrap program / insurance agent / investment advisor / unaffiliated broker-dealer / legacy solicitor / officer / principal owner / chief compliance officer / investment manager / Governor / Chairman / solicitor / attorney / accountant / bank-oriented custodian / investment adviser / U.S. broker / executing broker-dealer / financially responsible broker / Private / Chairman/CEO and CIO / adviser / / ProvinceOrState Connecticut / / Technology CAD / / URL www.adviserinfo.sec.gov / osam.com / www.osam.com / /
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Microsoft Word - OSAM Form ADV PartFinal