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November 28, 2015 8:38 AM 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.

President, Chief Executive Officer, and Chairman
Age: 56
Chief Financial Officer
Executive Vice President and Chief Operating Officer
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 55
Senior Vice President of Information Technology Infrastructure
Compensation as of Fiscal Year 2015.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds Hires James White as Head of Diversity & Inclusion

OppenheimerFunds announced that James White joined the firm as Head of Diversity & Inclusion. In this role, White will be responsible for advancing inclusion as a core value and competitive advantage of the firm. White will be based in New York and will report to Andrew Doyle, OppenheimerFunds' Chief Human Resources Officer. Prior to joining OppenheimerFunds, White served as Vice President, Americas Diversity & Inclusion, at Credit Suisse, where he provided strategic leadership on creating an inclusive culture. He previously served as Human Capital Project Lead for the Investment Bank at Credit Suisse. Before that, White held a series of positions with increasing responsibility in Human Resources at Bank of America Merrill Lynch.

OppenheimerFunds Launches Oppenheimer Global Multi-Asset Growth Fund

OppenheimerFunds launched the Oppenheimer Global Multi-Asset Growth Fund, underscoring the continuing expansion of the firm's multi-asset, client-focused approach. The new fund invests across asset classes to efficiently provide risk-adjusted growth while mitigating downside risk and volatility.

OppenheimerFunds, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-20-2015 12:40 PM

OppenheimerFunds, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-20-2015 12:40 PM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

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