O'Shares Investments

O'Shares Investments is an independent index provider based in Boston, Massachusetts. The company specializes in innovative, rules-based investment solutions aimed at long-term wealth management. With a team of fewer than 25 employees, O'Shares focuses on developing unique index strategies centered on equities.

The company offers a range of rules-based index strategies that are designed to be clear and interpretable for both professionals and clients. Their core offerings include equity index strategies across various sectors, ETF management through partnerships, and indexes that emphasize specific investment criteria such as profitability, dividend growth, and lower risk. O'Shares manages $8.6 billion in ETFs, with total assets under management exceeding $17.6 billion, and has established long-term collaboration agreements for ETF management and distribution.