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Sustainable Investing

Gain insight into OppenheimerFunds’ approach to ESG and sustainable investing.

Overview

As responsible stewards of investors' capital since 1959, we understand that environmental, social, and governance (ESG) issues have the potential to impact investment risks and returns. Today OppenheimerFunds offers equity and fixed income strategies that include a specific ESG focus and strategies in which ESG criteria are integrated into the research process to the extent that investment teams deem they are material. Here we offer our thoughts on the sustainable investing landscape.

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Looking at Sustainable Investing in Context

As sustainable investing becomes more pervasive, firms are working through inherent complexities.

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Why We Think ESG Is a Bedrock Investment Issue

We believe good environmental, social, and governance practices can be additive to performance.

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Study Reveals HNW Attitudes About Sustainable Investing

Research uncovers generational preferences, plus disconnects between investors and advisors.

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ESG in Focus: What Is Sustainable Investing?

Sustainable Insights: Introducing ESG to OppenheimerFunds

Can ESG Enhance Investment Returns?

Looking at Sustainable Investing in Context

Alternatively Weighted Strategy

Oppenheimer

ESG Revenue ETF

ESGL

The strategy provides access to the top 50% of securities in the S&P 500 Index by ESG score, excluding those with a detrimental score for controversies, and is weighted by top line revenue instead of market capitalization.

Inception

10/16

NAV

$30.78

down -$0.13

$28 MM Total Assets

Alternatively Weighted Strategy

Oppenheimer

Global ESG Revenue ETF

ESGF

The strategy provides access to the top 50% of securities in the MSCI All Country World Index by ESG score, and is weighted by top line revenue instead of market capitalization.

Inception

10/16

NAV

$28.58

down -$0.11

$23 MM Total Assets

  1. 1. Access historical premium/discount information
  2. 2. Index Reconstitution -- March 11, 2019
    Indices are rebalanced and reconstituted on a quarterly basis. The next reconstitution will be implemented after the close of trading on March 15, 2019, as set forth in the link below
    Access Index Reconstitution.
  3. 3. An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. The stocks of companies with favorable ESG practices may underperform the stock market as a whole. Fund returns may not match the return of its respective index, known as non-correlation risk, due to operating expenses incurred by the Fund. The alternate weighting approach employed by the Fund (i.e., using revenues as a weighting measure), while designed to enhance potential returns, may not produce the desired results. Because the Fund is rebalanced quarterly, portfolio turnover may exceed 100%. The greater the portfolio turnover, the greater the transaction costs, which could have an adverse effect on Fund performance.
  4. 4. Effective September 1, 2017, the Fund changed its investment strategy to no longer utilize a Sharpe ratio screen. Performance prior to this date is not indicative of future results.
  5. 5. The OFI Revenue Weighted Global ESG Index is a custom index that is owned and calculated by MSCI, and is based on the MSCI ACWI Index and aims to reflect the performance of the Oppenheimer Global ESG Revenue ETF.
  6. 6. An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. The stocks of companies with favorable ESG practices may underperform the stock market as a whole. Fund returns may not match the return of its respective index, known as non-correlation risk, due to operating expenses incurred by the Fund. The alternate weighting approach employed by the Fund (i.e., using revenues as a weighting measure), while designed to enhance potential returns, may not produce the desired results. Because the Fund is rebalanced quarterly, portfolio turnover may exceed 100%. The greater the portfolio turnover, the greater the transaction costs, which could have an adverse effect on Fund performance.
  7. A. The Morningstar Rating&trade; for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. <b>The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics.</b> The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Ratings do not consider sales charges and are subject to change monthly. <strong>Past performance is no guarantee of future results</strong></p>
  8. B. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7:00pm ET daily.
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