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

Phone:

212-323-0200

Fax:

212-323-4070

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 ­.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
August 29, 2017
Arc Logistics Partners LP
Merger/Acquisition
March 6, 2017
SNW Asset Management, LLC
Merger/Acquisition
February 20, 2017
Bank Polska Kasa Opieki S.A.
\
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
The Advertising Council, Inc. United States
NYC2012, Inc. United States
Tax Management Inc United States
Bertelsmann AG Europe

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact OppenheimerFunds, Inc., please visit www.oppenheimerfunds.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.