Risk Management
Our team limits exposure to individual companies, industries and sectors, seeking to limit volatility through company quality and diversification.
Risk Management Overview
We conduct rigorous fundamental research to identify individual companies with asymmetrical risk/return opportunities.
Risk Management Overview
At the portfolio level, our experienced investment personnel closely monitor the strategy's positioning, and the active risk resulting from our security selection process and sector allocations. We evaluate factor and style exposure, as well as the ownership and liquidity profile of each security in the portfolio.
Risk Management Overview
Our team proactively manages risk by constructing diversified portfolios across sectors, industry groups and securities. We manage, monitor and limit sector weights relative to specified benchmarks and security position sizes within each portfolio.
Risk Management Overview
Our team closely monitors position size and sector weights; we have limits on active security weights against the benchmark for each strategy we manage.
Risk Management Overview
Risk is managed at the portfolio, strategy and security levels to identify diversified sources of alpha. We mainly focus on currency, interest rates and credit. Positions are sized and monitored according to established limits.
Risk Management Overview
We focus primarily on senior loans in an effort to maintain product integrity and limit duration risk.
Risk Management Overview
The team manages risk at both a strategy and individual security level to help ensure that, when combined, they act as the ballast in an investor’s overall portfolio.
Risk Management Overview
Risk is managed at the portfolio, strategy and security levels to identify diversified sources of alpha. We seek to identify primary and secondary risks of each investment. Diversification of sectors can potentially reduce volatility.
Risk Management Overview
The team manages risk by administering duration limits, limiting portfolio weighted average maturity and conducting thorough credit analysis on individual securities.
Risk Management Overview
The Rochester team has created diverse portfolios designed to mitigate the types of risks that municipal bond investors may encounter.
Risk Management Overview
The Commodities team manages risk on multiple levels, including individual commodity sector levels and overall fund level.
Risk Management Overview
The Real Estate team monitors and manages risk at the security, sector and strategy levels.
Risk Management Overview
The Global Multi-Asset Group monitors and manages risk on an ongoing basis, both at the asset class and portfolio levels.
Risk Management Overview
We emphasize capital preservation by avoiding companies that may cut distributions. We seek to build diversified portfolios comprised of energy and energy related companies with attractive risk-adjusted total return potential.
Risk Management Overview
The Alternative Strategies team evaluates risk on multiple levels, applying numerous risk analysis methods on an ongoing basis in addition to assessing risk impacts of a position prior to making investment decisions.
Risk Management Overview
Risk is monitored by quantitative risk system and managed at many levels – stock, sector, country, and style factors. We seek to diversify the portfolio across the global listed infrastructure market and adhere to an established risk framework, including constraints imposed by position limits versus a benchmark.
Risk Management Overview
We monitor and manage both security and sector weights to the underlying index to ensure that the portfolio is properly tracking its benchmark. Also, partnering with well-known index providers ensures that we hold only high quality securities that pass very stringent profitability and liquidity screens.
Risk Management Overview
High Yield Corporate Debt Team Risk Management
Positions are sized and monitored according to predetermined limits while portfolio management decisions are constrained by tracking error and concentration limits versus the benchmark. We seek to maintain a highly diversified portfolio, conduct rigorous credit analysis of holdings and adhere to industry/sector overweight and underweight limits.
Enterprise Risk Management
Risk Management is an independent control function at OppenheimerFunds responsible for multiple areas of risk including investment risk, counterparty risk, enterprise risk and performance attribution. The team is headed by the firm's Chief Risk Officer, who reports directly to the CEO. This structure ensures that the entire Risk Management team is independent from the investment process, allowing us to avoid conflicts of interest and providing a valuable second set of eyes on both investment and enterprise-wide risks.
Core Responsibilities of Risk Management Team
- Performs comprehensive portfolio reviews with all investment teams
- Monitors individual security holdings across the entire firm
- Works with investment teams to set specific maximums for the active weights of securities and sectors, as well as for predicted tracking error and other risk metrics
- Independently monitors specified team risk metrics
The aim of our Risk Management team is to enable the portfolio managers to make informed decisions on the risk/reward tradeoffs at play in their respective portfolios.
We believe that risk management is not only a responsibility of the firm, but a critical component of our success.
Fixed income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall, and a fund's share prices can fall. Below-investment-grade ("high yield" or "junk") bonds are more at risk of default and are subject to liquidity risk. Senior loans are typically lower-rated and may be illiquid investments.
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