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Commentary

The Benefits of Increased Portfolio Customization

CEO and portfolio manager Patrick O'Shaughnessy talks ESG, custom indexing, and factor investing.

The CEO and portfolio manager of O'Shaughnessy Asset Management and author of Millennial Money: How Young Investors Can Build a Fortune, Patrick O'Shaughnessy outlined multiple options for portfolio customization and discussed their potential benefits on Morningstar's The Long View podcast.

Highly customized investment portfolios are becoming more appealing to a broader audience. Examining this development, O'Shaughnessy unpacked some of the advantages of tailoring portfolios through environmental, social, and governance integration, custom indexing, and factor investing. He also shared his thoughts on the growing trends of mass customization and technology-driven investing.