October 22, 2017 12:19 PM ET

Capital Markets

Company Overview of OppenheimerFunds, Inc.

Company Overview

OppenheimerFunds, Inc. is a privately owned investment manager. The firm also provides retirement planning services. It primarily provides its services to investment companies. The firm also provides its services to pooled investment vehicles and other investment advisers. It launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm employs fundamental analysis to create its portfolio. It conducts external research to make its investments. The firm was founded in 1960 and is based in New York...

Two World Financial Center

225 Liberty Street

New York, NY 10281-1008

United States

Founded in 1960





Key Executives for OppenheimerFunds, Inc.

Chairman, CEO & President
Age: 58
Chief Financial Officer
Head of Operations
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 57
Chief Economist and Senior Investment Officer
Compensation as of Fiscal Year 2017.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds, Inc. and The Carlyle Group Form Joint Venture for Wealth Market

OppenheimerFunds, Inc.and The Carlyle Group announced a new joint venture, which will provide global private credit opportunities for high net worth (HNW) investors and advisors primarily focused on the U.S. market. The JV, which will begin operating in 2018, brings together Carlyle's core global credit expertise with OppenheimerFunds' extensive product structuring and distribution capabilities to build an alternative credit platform for HNW clients and advisors. The platform will aim to deliver long-term income solutions not generally available to accredited investors. Institutional investors have traditionally been able to capitalize on the unique market premium of non-public investing strategies. Providing the same access to the non-institutional segment will add another source of diversification for investors seeking greater risk-adjusted returns in a low yield and rising rate environment. The venture will be led by Co-Heads Kamal Bhatia, Head of Investment Solutions for OppenheimerFunds, and Mark Jenkins, Head of Global Credit for The Carlyle Group. The joint venture's initial focus will include allocation and underwriting across investments in opportunistic credit, direct lending, distressed transactions and structured credit assets in the U.S., Europe and Asia.

OppenheimerFunds Launches Three New Revenue-Weighted ETFs

OppenheimerFunds is expanding its Beta Solutions product offerings with the launch of three new revenue-weighted ETFs in the emerging, global and international market segments. The firm has introduced Oppenheimer Emerging Markets Revenue ETF (REEM), Oppenheimer Global Revenue ETF (RGLB), and Oppenheimer International Revenue ETF (REFA). Oppenheimer Emerging Markets Revenue ETF (REEM) seeks to outperform the MSCI Emerging Markets Index, with an expense ratio of 46 basis points. Oppenheimer Global Revenue ETF (RGLB) seeks to outperform the MSCI All Country World Index, with an expense ratio of 43 basis points. Oppenheimer International Revenue ETF (REFA) seeks to outperform the MSCI EAFE Index, with an expense ratio of 42 basis points. The securities in each of the new funds are weighted by their trailing 12-month top-line revenue, rather than their market capitalization, with a 5% maximum portfolio weight for any one issuer. The funds are rebalanced quarterly.

OppenheimerFunds, Inc. Presents at Capital Link 's 4th Annual Dissect ETFs Forum, Jun-22-2017 12:05 PM

OppenheimerFunds, Inc. Presents at Capital Link 's 4th Annual Dissect ETFs Forum, Jun-22-2017 12:05 PM. Venue: The Metropolitan Club, One East 60th Street, New York, NY 10022-1054, United States. Speakers: Mo Haghbin, Head of Product, Beta Solutions ­.

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