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Alan Panzer: Senior Advisor Consultant
Alejandro Tirso: Senior Advisor Consultant
Alex Hayes: Senior Advisor Consultant
Alex Schardt : Senior Advisor Consultant
Alfred St. John: Senior Advisor Consultant
Allyson Jarecky: Senior Advisor Consultant
Angelo Ciaglia: Senior Advisor Consultant
Ashley Patten: Senior Advisor Consultant
Baker Smith: Senior Advisor Consultant
Bill Friebel: Senior Advisor Consultant
Blake Bass
Bob Caruso: Senior Advisor Consultant
Brandon Moore
Brian Medina: Senior Advisor Consultant
Brian Meidlinger, Series 6, 7, & 63
Brian Summe: Senior Advisor Consultant
Bryan Stein: Senior Advisor Consultant
Cameron Dunford: Senior Advisor Consultant
Cameron T. Cowden: Senior Advisor Consultant
Carolyn Boccaccio: Senior Advisor Consultant
Carter Loetz: Senior Advisor Consultant
Charlie Pettit: Senior Advisor Consultant
Chris Bergeron: Senior Advisor Consultant
Daniel Melehan: Senior Advisor Consultant
Dave Kuzia: Senior Advisor Consultant
David Thomas: Senior Advisor Consultant
Debbie Michaelson: Senior Advisor Consultant
Eric M. Grossjung: Senior Advisor Consultant
Errol Iachini, Senior Advisor Consultant
Frank Ross: Senior Advisor Consultant
Gary Sanchez: Senior Advisor Consultant
Geoff Keller: Senior Advisor Consultant
George P. Fraser: Senior Advisor Consultant
Gregg Everett: Senior Advisor Consultant
Gregory Kelly
Haley Sorensen: Senior Advisor Consultant
Ian Roche: Senior Advisor Consultant
Ivan DelRio: Senior Advisor Consultant
Jayme D. Fowler: Senior Advisor Consultant
Jeff Botwinick: Senior Advisor Consultant
Jim Barker: Senior Advisor Consultant
John Spensley: Senior Advisor Consultant
Jonathan Ross: Senior Advisor Consultant
Joseph Marich: Senior Advisor Consultant
Josh Broad: Senior Advisor Consultant
K.C. McGowan: Senior Advisor Consultant
Kade Vasi: Senior Advisor Consultant
Lorna Lindquist: Senior Advisor Consultant
Mark Foster: Senior Advisor Consultant
Michael Marino: Senior Advisor Consultant
Michael Weigner: Senior Advisor Consultant
Mike Chewning: Senior Advisor Consultant
Mike Guman: Senior Advisor Consultant
Mike Jamison: Senior Advisor Consultant
Mike Malik: Senior Advisor Consultant
Neev Crane: Senior Advisor Consultant
Nick Cirbo: Senior Advisor Consultant
Nicole Pretzel Holahan: Senior Advisor Consultant
Patrick Scorzelli: Senior Advisor Consultant
Patrick Wisneski: Senior Advisor Consultant
Reggie Breaux: Senior Advisor Consultant
Rian Morrisey: Senior Advisor Consultant
Rick Bettridge: Senior Advisor Consultant
Rick Ernzen: Senior Advisor Consultant
Rick Rath: Senior Advisor Consultant
Ryan Buckley: Senior Advisor Consultant
Ryan Coleman: Senior Advisor Consultant
Ryan Wilde : Senior Advisor Consultant
Ryan Woolhiser: Senior Advisor Consultant
Sarah Bourgraf: Senior Advisor Consultant
Steven L. Zito : Senior Advisor Consultant
Timothy O'Connell: Senior Advisor Consultant
Todd Barney: Senior Advisor Consultant
Todd Marion: Senior Advisor Consultant
Toller Miller: Senior Advisor Consultant
Tom Caulfield: Senior Advisor Consultant
Tom Sabow: Senior Advisor Consultant
Tom Schmitt: Senior Advisor Consultant
Vincent DiPaolo: Senior Advisor Consultant
Wendy Ehrlich: Senior Advisor Consultant
Wendy Murray: Senior Advisor Consultant
Wesley Vance: Senior Advisor Consultant

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Articles

Building Team Spirit in an Advisory Firm
Millennials Focus on Investing with Impact
10 Years After Bear Stearns’ Collapse
1099-B Reporting & Requirements
2017 Mid-Year Outlook Webcast
2017 Multi-Asset Class Outlook
2018 ETF Flows Are Fast out of the Gate
2018 Investment Outlook
403(b) Plans Help Build Retirement Readiness
5 D's of Technology
529 : College Savings
529 Plan Tax-Free Growth Benefits
529 Plans by State Tax Benefits
529 Tax Benefits for College Savings
529 Tax Benefits for Estate Planning
A Call for Global Dividend Investing
A Guide to Investing in Senior Loans
A Leader in Global Asset Management
A Look at Greek Bonds
A Perspective On Stock And Bond Market Volatility
A Restructuring Success Story
A Revenue-Based Approach
A Softer Cycle for the Semiconductor Industry
A Stronger Predictor of Short-Term Asset Returns?
A Tobacco Bond With An Unusual Twist
A Top-Ranked Diversified Muni Fund That’s AMT-Free
A Unique Strategy for Global Bonds
A World of Stock Opportunities
Abenomics Increasing Appeal of Japanese Stocks
Action Plan for Evaluating TDFs
Active global core approach in DC plans
Adaptability in Multi-Factor Portfolios
Advisors - How to Retain Next Gen Clients
Aligning Roles and Responsibilities in the 4 Rooms
Alternative Investment Strategies
An Alternative Strategy Based on Data Analysis
An International Strategy for Investing in Bonds
Analyzing Long Term Investment Strategies
Andrew Donohue Joins’ Denver Board
Andrew Doyle: Chief Human Resources Officer
Announcing Launch of the Emerging Voices Award
Annual Client Review
Asset Allocation Through the Business Cycle
Avoid Cost of College Confusion
Baby Boomers impact on the economy put in perspective.
Bad News Is Good News for Eurozone Stocks
Banks Need New Software, and Not Just Windows 8
Bear Markets Are Scary but Don't Need to be Devastating
Beth Brown Joins Oppenheimer Funds New York Board
Bond Funds in 401(k) Plans
Bubble-Proof Your Investment Portfolio
Buckling In During Market Volatility
Building Income Portfolios in a Low-Yield Environment
C & S Corporations Cost Basis FAQs
CA Muni Investors Consider Summer Travel
CIO Insights from Krishna Memani
Campaigns have never been filled with such Vitriol, right?
Can Markets Deliver Another Strong Year?
Canadian Shoppers Look After Their Loonies
Capital Income Fund: Seeking Offense Plus Defense
Challenge Smart
China’s President Xi Consolidates Power
Choosing Your Retirement Plan Advisor
Client Acquisition
Client Reduction and Stratification
Client Segmentation : Qualitative and Quantitative
Client Service: Fair but not Equal
Client Stratification
Closing of Oppenheimer Navellier Overall A-100 Revenue ETF
College savings : financial aid
Company Executives
Compelling Wealth Management Conversations
Complement Core Bond in DC Plans
Conditions Still Support Growth in 2H18
Congress Joins the Retirement Income Discussion
Consider custom target date funds
Control Portfolio Exposures with Factors
Conveying Caring
Cost Basis Reporting Questions
Create Capacity
Credit Analyst Team
Critical Team Meetings
Custom Target Date Fund Resources
Customize Your Compelling Wealth Conversations
Cynthia Lo Bessette: General Counsel
DC Investments and Benchmarking Reports
DCIO Business Building Tools
DCIO Business Building Tools
DCIO Business Building Tools & Resources
Dan Loughran, Municipal Bond Manager, to Retire from’ Rochester Team
Data Deluge Driving Network Restructuring
David M. Pfeffer: Chief Financial Officer
David Mazza Joins Beta Solutions
Debunking Fake News for Investors
December ETF Flow Update
Designing Effective Whole Family Meetings
Designing Objective-Driven Multi-Asset Portfolios
Despite Volatility, Our Outlook is Positive
Developing Credibility
Dirt Deals: Why Our Funds Hold Land-Secured Bonds
Do You Own Enough International Stocks?
Doing Battle with the Comfort Zone
Don't Fear a British EU Departure
Don't Let EM Noise Shape Your Decisions
Don’t Mirror the Index – Challenge the Index
Drivers and Roadblocks of Sustainable Investing
ETF flows update for April 2018
Ease Client Fears to Better Manage Their Assets
Education Savings Plan
Emerging Investment Themes from China
Emerging Market Consumer Spending Holding Up
Emerging Market Strategy
Emerging Markets Continue to Be Attractive
Energy Stocks’ Improved Growth Potential
Enhancing Fixed Income Efficiency
Equity Strategy Playbook
Equity Strategy Playbook Podcast
Eric Meltzer: Chief Technology and Operations Officer
Escheatment, Abandoned Property, and Account Activity
European Central Bank Preparing to End QE
Evaluating 3 Basic Components of a TDF
Evaluating FAANG Stocks Through a Revenue Lens
Evaluating Sustainability in Fixed Income
Exchanges Are Prepared for Volatility
Factor Dashboard: October 2018
Factor Investing in a Rising Rate Environment
Factor Investing with a Focus on Quality
February U.S.-Listed ETF Flows Recap
Fed Raises Interest Rates At March Meeting
Financial Advisor App
Financial Advisor Practice Management Tips
Financial Advisor Tools iPad Finance App
Financial Advisors & Their Clients
Financial Literacy for Advisors' Clients
Financial Portfolio Builder & Asset Management Tool
Financial literacy enhances money management
Finding Opportunities in Midstream Energy
Finding Strong Equity Opportunities
Finding Strong Equity Opportunities
Firm Launches Math Literacy Program: 10,000 Kids by 2020
Firm's CEO Art Steinmetz is a LinkedIn Influencer
Fiscal Policy May Drive USD Strength
Fixed Income Allocation Model in DC
Fixed Income Impact Investing
Fixed Income Offerings in DC Plans
Fixed Income in DC Plans
Fixed Income in South America
Focus On Emerging Market Fundamentals
Former College Basketball Stars
Forward Thinking Investors See the Glass Half Full
Foundational Principles
Fund Name Reflects Its More Concentrated, Global Investing Approach
Fund Update: Global Fund
GDP Growth Doesn't Bind Investments
GMAG Monthly
George Evans and Oppenheimer International Growth Fund: 20 Years of Excellence
George R. Evans: Equities Chief Investment Officer
Global Investments Can Address Home Bias Investing
Global poverty is disappearing
Going for Growth Without Ignoring Value
Government Spending Firing Up The Economy
Greece Bailout Program Ends
Grocery’s Tech Revolution
GrowthSpotting: Profitable Long-Term Trends
Guiding Clients to a Secure Retirement
HNW Research and Sustainable Investing
Have Patience with Long Term Investments
Hedging Strategies for Portfolio Diversification
Heidi Heikenfeld at Forbes Under 30
How Advisors Can Win Over Millennials
How Advisors Should Define Key Objectives
How Could Tax Reform Impact 401(k)s?
How Do Wealthy Millennials Actually Invest?
How Factors Respond to U.S. Dollar Moves
How Financial Advisors Can Improve Client Service
How Gender Lens Investing Promotes Equity
How Italy Crisis May Affect Global Markets
How Monetary Tightening May Impact U.S. Growth
How New Tax Law Affects Retirement Savings
How RIAs May Improve Financial Literacy
How Retirement Plans Can Benefit Employers and Employees
How TDFs May Affect Plan Sponsors
How Tax Reform May Impact Markets in 2018
How We Invest in Emerging Market Banks
How We’re Challenging the Index
How a Government Shutdown May Affect Markets
How this Bull Market Will End
How to Avoid False Profits
How to Create Custom TDFs for 401(k) Plans
How to Identify Value Stocks
How to Position for Volatility Using Factors
How to access retirement earnings tax free
IRS Objects to New Tax-Saving Measures
Identity Theft Victim: Actions to Immediately Take
Impact of Big Data
Impact of Deflation
Impact of Dematerialization
Impact of Democratization
Impact of Disruption
Impact of Rising Rates on Financial Markets
Impact of Rising Rates on Financial Markets
Impact of Rising Rates on Stock Market
Impact of Technology Introduction
Impact of Technology Introduction
Implications of Fed Policy Normalization
Income Strategy Playbook
Income and Unemployment Levels Reflect Education Attainment
Increasing Exposure to MLPs
Increasing Our Equity Exposure
India Is Not the Next China
Infrastructure Investments
Institutional Investors & Financial Intermediaries
Intelligent Investing in Smarter Cars
International Stock Fund Manager of the Year Nominees
Introducing ESG to
Invesco and MassMutual announce strategic combination of Invesco and
Invest in Single-State Funds for Tax-Free Income
Investing Identity of Wealthy Millennials
Investing Is All about Ideas
Investing in Bread, Booze and Bling
Investing in Chemical Stocks, like Brenntag
Investing in Emerging Markets
Investing in Global Equities With Optimism
Investing in Global Growth Stocks
Investing in High Yield Municipal Bonds
Investing in Innovation Funds
Investing in Innovation in the Emerging Markets
Investing in Liquefied Natural Gas
Investing in Russia’s Resurgence
Investing in Smart Car Technology
Investing in U.S. Growth Stocks
Investing in Video Games Like Fortnite
Investing in a Rising Leisure Sector
Investing in dividend stocks with a value investing approach
Investment Grade Strategies
Investment Insights on Asset Allocation
Investment Opportunity in an Aging World
Investment Outlook for South Africa
Investment Risk Management in Muni Bonds
Investor Concerns About Global Markets
Joel Motley Elected Chair of New York Board
John McDonough: Head of Distribution
Keep Plan Participants Focused on Long-Term Goals
Krishna Memani: Chief Investment Officer
Latest Muni Bond Market Update
Learn why our economic outlook remains positive
Lessons on the Lehman Anniversary
Let’s Get Real About Real Estate
Long Term Investment Plan
Long term investing with an automatic investment plan
Long-Term Investing Strategy & Current Events
Longlists Announced for 2016 FT Emerging Voices Awards
Looking at Sustainable Investing in Context
Low Global Inflation Rates
Low Volatility Wins Factor Derby
MLP Investments & Oppenheimer SteelPath Funds
MLP Update and Significant Project Announcements
MLPs in a Rising-Rate Environment
MRM//McCann Selected as Creative Agency Partner
Maintaining Congruence and Conveying Caring
Managed Accounts as a QDIA Option
Managing Local-Debt Risk in Emerging Markets
Managing Sequence of Returns Risk
Market Sentiment Can Guide Asset Allocation
Mid-Cap Stocks: An Option for the Growth
Millennial 401(k) Retirement Advice
Millennials' Investing Blind Spot
Monetary and trade policy will drive economic growth
Monetizing Innovation in Emerging Markets
Muni Funds Strive For After-Tax Returns
Muni Funds Without AMT Exposure
Municipal Bond Credit Ratings: Part 1
Municipal Bond Credit Ratings: Part 2
Mutual Funds Basics You Should Know
My Milk Has WHAT in It?
Myth: College Savings Hurt Financial Aid Eligibility
Myth: College Tuition Is the True Cost of College
New Security Measures at Login
New Social Security Rules Impact Strategies
News Updates about Developments in Puerto Rico
North Korea Is the Right Model for Understanding Tariffs
OFI Launches SteelPath MLP & Energy Infrastructure Fund
OFI Named 2018 Excellence in Diversity & Inclusion Awards Winner
OFI Named a Top Company for Working Mothers
OFI Supports Chicago Community During Distribution Symposium
Older Millennials vs. Younger Millennials
On Our International Bond Strategy
One Millennial’s View of Impact Investing
Online Account Access Terms and Conditions
Oppenheimer Builds Yield-Focused Portfolios
Oppenheimer Developing Markets Fund News
Oppenheimer Emerging Markets Local Debt Fund
Oppenheimer International Bond Fund Update
Oppenheimer International Growth Fund News
Oppenheimer International Growth and Income Fund Launched
Oppenheimer Liquidates ADR Revenue & Global Growth Revenue ETFs
Oppenheimer Main Street Fund Update
Oppenheimer Rochester High Yield Municipal Fund Update
Oppenheimer Senior Floating Rate Fund News
Oppenheimer SteelPath Suite of Mutual Funds
OppenheimerFunds & Campden Wealth Release Coming of Age
OppenheimerFunds Ads Invite Investors to “Challenge Borders”
OppenheimerFunds Aligns Marketing, Digital Distribution
OppenheimerFunds Announces Factor Derby for Charity
OppenheimerFunds Announces New Dynamic Multi-Factor and Single-Factor ETFs
OppenheimerFunds Announces New Global Ultra Dividend ETF Strategies
OppenheimerFunds Announces New Multi-Factor ETF Ad Launch
OppenheimerFunds Announces “The Generations Project UK”
OppenheimerFunds Announces “The Generations Project”
OppenheimerFunds Best Companies for Multicultural Women
OppenheimerFunds Best Companies for Working Mothers
OppenheimerFunds Builds out Beta Solutions Management Team
OppenheimerFunds Celebrates Ten Years of Revenue Weighted ETFs
OppenheimerFunds Commits to UN-Supported Principles for Responsible Investment
OppenheimerFunds Continues European Expansion
OppenheimerFunds ETFs Added to Schwab ETF OneSource
OppenheimerFunds Enhances Private Credit Platform Capabilities
OppenheimerFunds Enters Smart Beta Space
OppenheimerFunds Expands CEO Advisor Institute Team
OppenheimerFunds Expands Nonresident Client Business
OppenheimerFunds Factor Exposure Tool
OppenheimerFunds Grows CEO Advisor Institute
OppenheimerFunds Hires Head of Sustainable Investing
OppenheimerFunds Hires Kirk Reid as Head of Operations
OppenheimerFunds Hires New Chief Risk Officer
OppenheimerFunds Hires Sharon French as Head of Beta Solutions
OppenheimerFunds International Equity Fund Named to Schwab Mutual Fund OneSource Select List®
OppenheimerFunds Introduces (k)ustom Advisor Program
OppenheimerFunds Introduces CEO Advisor Institute App for Financial Advisors
OppenheimerFunds Introduces SteelPath Panoramic Fund
OppenheimerFunds Investment Outlook
OppenheimerFunds Launches Academic Partnership Program
OppenheimerFunds Launches Challenge the Index
OppenheimerFunds Launches ESG Revenue-Weighted ETFs
OppenheimerFunds Launches OFI Pictet Global Environmental Solutions Fund
OppenheimerFunds Launches Three Revenue Weighted ETFs
OppenheimerFunds Named Best Place to Work by P&I
OppenheimerFunds Named Best-in-Class by Lipper in 10 Categories
OppenheimerFunds Named One of Denver’s Top Workplaces
OppenheimerFunds Named One of the Best Workplaces
OppenheimerFunds Named One of the Best Workplaces for Millennials in the U.S.
OppenheimerFunds Named a Best Place to Work by P&I
OppenheimerFunds Named a Best Workplace in New York
OppenheimerFunds Named a Great Place to Work® for Parents
OppenheimerFunds Named a Top Workplaces in Colorado
OppenheimerFunds Named a top company for Multicultural Women
OppenheimerFunds Names EMEA Head in London, Launches UCITS
OppenheimerFunds Offers Program to Advisors Serving HNW Families
OppenheimerFunds Opens EMEA Headquarters in London
OppenheimerFunds Partners with Oranj
OppenheimerFunds Portfolio Managers Nominated for 2017 Morningstar Award
OppenheimerFunds Receives 21 Lipper Fund Awards
OppenheimerFunds Receives Nine Lipper Fund Awards
OppenheimerFunds Renames Top Decile Fixed Income Fund
OppenheimerFunds Strengthens UK Wealth Management Business
OppenheimerFunds Supports Atlanta Community
OppenheimerFunds Supports Boston Community During Distribution Symposium
OppenheimerFunds Supports Boys & Girls Club of Atlanta
OppenheimerFunds Supports Dallas Community
OppenheimerFunds Supports San Diego Nonprofits
OppenheimerFunds a Best Place to Work for Disability Inclusion
OppenheimerFunds and Campden Wealth Release Proving Worth
OppenheimerFunds and Carlyle Launch Private Credit Fund
OppenheimerFunds and Greenwich Associates Release Report
OppenheimerFunds and Macquarie Introduce Global Infrastructure Fund
OppenheimerFunds and Pensions & Investments Release Joint Research
OppenheimerFunds and The Carlyle Group Joint Venture
OppenheimerFunds named as a Best Place to Work for New Dads
OppenheimerFunds on Diversity Best Practices Inclusion Index
OppenheimerFunds releases 2018 Mid-year Outlook
OppenheimerFunds to Acquire SNW Asset Management
Opportunities for International Investing
Opportunity in the Chinese Consumer
Our Approach to International Growth Investing
Our Company Executives
Our Company Executives
Our Global Debt Team’s investment outlook
Our Multi Asset Views Given Decelerating Growth
Our Outlook for the Global Economy
Our View on the U.S. Dollar
Our view on announced changes to pipeline tariffs
Our view on the Trump tariffs and trade wars
Outlook for Global Markets
Outlook for Midstream MLPs
Outlook for Midstream MLPs
Owner-only and Self Employed Retirement Plan: Single K
Payroll Deduction IRA
Performance Matrix
Peter Mintzberg: Chief Strategy Officer
Playing Defense Through Factor Diversification
Popularity of “Pure Passive” May Be Cyclical
Potentially Favorable Factors for Emerging Market Stocks
Principles and the Power to Influence
Privacy Policy
Profit Sharing Retirement Plan
Puerto Rico News Spurs Bond Rally
Pursue Stable Returns While Mitigating Risk
Pursuing Income Without Excess Risk
Quarterly Fund Update: Core Bond Fund
Quarterly Muni Market Update
Quick TDF Review Checklist
Reasons Why Dollar Weakness Will Continue
Reasons to Become a 3(38) Fiduciary
Reasons to Consider European Stocks
Reducing Our European Equity Exposure
Retail's Future Will Be Written in China
Retirement Advisors on Today’s Marketplace
Retirement Income: Sequence of Returns
Retirement Marketing & Tools for Financial Advisors
Retirement Plan Consultants & Advisors
Retirement Savings Are Not a College Savings Plan
Revenue Weighting Orients Portfolios toward Value
Rising Value of Beer Market Should Help Premium Brewers
Risks Rising for a Hard Landing in Turkey
Rochester Annual Overview 2017: Puerto Rico
Rochester Annual Overview 2017: Sector Stories
Rochester Annual Overview 2017: Sector Stories
Rochester Annual Overview 2017: Trends
Rochester Update on Muni Market
Rochester's Approach to Tax-Free Munis
Roth Overlooked in Tax Reform Push
SEP IRA: Simplified Employee Pension Plans
SIMPLE IRA Plan for Small Business
Satellite Comms Firms Can Sail Above Brexit
Saving for Retirement With 401(k) Plans
Scrutinizing Target Date Funds (TDFs)
Searching for the Next Big Investment
Sector Classification Changes
Seeking Dividend Income as Rates Rise
Seeking Income from International Bonds
Selecting Fiduciary Investment Support
Semi-Custom TDFs: Practice Differentiator
Senior Floating Rate Loans Are a Great Opportunity
Senior Loans as Core Portfolio Holding
Senior Loans, Invest in Household Names
September ETF Flows: Q3 Reminiscent of 2017
Shape of yield curve a good economic indicator
Sharon French to speak at Forbes Women’s Summit
Short Sale Opportunities in Grocery Stocks
Shortlists Announced for 2016 FT Emerging Voices Awards
Small Business & Self-Employed Retirement Plans
Small Business & Self-Employed Retirement Plans
Small Business Retirement Planning
Smart Beta Blends the Best of Active and Passive
Smart Beta Offers Enhanced Index Investing
Smart Beta definition and overview
Social Media Guidelines
Social Security Retirement Planning Basics
Sortino Ratios Measure Risk the Way Investors Do
Stay the Course with IRAs
Steeper Yield Curves May Spell Opportunity
Sticking with an International Portfolio
Stock Market Corrections Are Common
Stocks Double in 10 Years
Strategically Grow with 403(b) Market
Strategies to globalize your portfolios
Strategy Meetings for Advisors 101
Succession Planning Framework
Sustainable Investing: A Quiet Revolution
TDF Consulting Attributes for Advisors
TDF Review Worksheet
TDFs and the Investment Policy Statement
Taking Cover Amid a Potential Trade War
Tax Bill's Impact on Value Stocks
Tax Center: Supplemental Tax Documents
Tax Center: Supplemental Tax Documents
Tax Deadlines and Calendar
Tax Reform and Your Investments
Tax reform’s impact on muni bonds
Team Compensation
Technology has changed jobs for the better
Terms and Conditions
The 6 Potential Blind Spots of Family Teams
The 7 Deadly Patterns
The Bitcoin Investment Opportunity
The Case for Emerging Market Equities
The Case for Revenue Weighted Portfolios
The Catalysts Powering a Chemical Powerhouse
The Credit Cycle Is Approaching Maturity
The Downturn in Emerging Markets
The Financial Times and Launch 2016 Emerging Voices Awards
The Growing Importance of Alternative Strategies
The Importance of Developmental Meetings
The Keys to Effective Team Meetings
The Potential Impact of a LIBOR Phase-Out
The Retirement Income Redux
The Right Way to Change Perspectives
The Right Way to Invest: Our Investment Principles
The Right Way to Invest: Our Investment Principles
The Sustainable Investing Revolution
The U.S. Dollar and Emerging Markets
The Value of Daily Huddles for Advisors
The Value of Revenue Weighting in a Smart Beta ETF
The Whole Family Advisor
Three Core Principles of Leadership
Three Types of Motivation
Tips for Advisors in Winning Wealthy Clients
Tips for Assessing Prospective Partners
Tobacco Bonds Deliver Impressive Yields
Transformational Leadership Overview
Turkey Contagion Creates Buying Opportunity
U.S. Economic Growth Likely To Accelerate
U.S. LNG Is Bolstering the MLP Growth Outlook
U.S. Playing with Fire on China Trade
U.S. Treasury Bond Rally Not Over Yet
Understanding Factors Through Fundamentals
Understanding how Opportunities Create Wealth
Understanding the U.S. National Debt
Using HSAs for Retirement Savings
Value of Custom Models in DC Plans
Views on Volatility in Emerging Markets Stocks
We Believe U.S. Investors Should Look Abroad
We Think ESG Is a Bedrock Investment Issue
Wealth Management Concepts
Wealth Managers: Serving Affluent Investors
What About Brexit?
What About Peak Oil
What Are Your Peers Doing with their Portfolio Allocations?
What Chinese Economic Reform Means for Investors
What Could Disrupt ETFs? “Mr. ETF” Explains
What Do You Do
What FERC’s Final Rule on Pipeline Tax Policy Means for MLPs
What Is Sustainable Investing?
What Makes Us the Right 403(b) Plan Partner
What Makes Us the Right 403(b) Plan Partner
What Sets International Equity Fund Apart
What Washington’s Trade Policy Means
What the Midterm Elections Mean for the Market
What the Tax Bill Means for Municipal Bonds
What to Expect If the Government Shuts Down
What’s Behind the Stock Market Sell-off?
What’s Driving Record-Setting ETF Inflows
What’s the "Smartest" Smart Beta?
When Is the Market Correction Coming?
Where Roth Contributions Fit in Retirement Planning
Where Will Bond Yields Go From Here
Which Online Retailers Are a Smart Buy?
Why Alternatives Strategies Can Provide Alpha
Why Central Bank Treasury Sales Won't affect Yields
Why China Is a New Nexus of Innovation
Why Euro Strength Is Good for U.S. Investors in European Stocks
Why Free Trade Should Matter to Investors
Why Invest In Medical Diagnostics
Why We Don’t Believe The Stock Market Is Overvalued
Why We Think Tech Stocks Should Keep Outperforming
Why a Strong U.S. Dollar Is Preferable
Why now may be the time to invest in emerging markets
Why the Large Cap Stock Rally May Persist
Will Fed Speed-Up Rate Hike Pace?
Women and Investing
You: In It for the Long Term
“Day Zero” and Sustainable Investing

Digital Assets

10 FISHS Questions
10 Reasons to Consider Investing in International Equities
10 Things You Should Know About Emerging Market Stocks
10 Truths and a Why Distibution Symposium Presentation
19a-1 Source of Distribution Notice
2009 Supplemental Tax Table Muni Income Information
2009 Supplemental Tax Table Muni Income Table State Information
2010 Supplemental Tax Table Muni Income Information
2010 Supplemental Tax Table Muni Income Table State Information
2011 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2011 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2011 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2011 Supplemental Tax Table Muni Income Information
2011 Supplemental Tax Table Muni Income Table State Information
2012 Champion Income Fund IRS Form 8937 Merger
2012 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital
2012 Global Strategic Income Fund IRS Form 8937 Return of Capital
2012 Portfolio Series Fixed Income Active Allocation Fund IRS Form 8937 Merger
2012 Portfolio Series Fixed Income Active Allocation Fund IRS Form 8937 Return of Capital
2012 Principal Protected Main Street Fund III IRS Form 8937 Merger
2012 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2012 SteelPath MLP Alpha Plus Fund IRS Form 8937 Return of Capital
2012 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2012 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2012 Supplemental Tax Table Muni Income Information
2012 Supplemental Tax Table Muni Income Table State Information
2012 Transition 2010 Fund IRS Form 8937 Merger
2012 Transition 2015 Fund IRS Form 8937 Merger
2012 Transition 2020 Fund IRS Form 8937 Merger
2012 Transition 2025 Fund IRS Form 8937 Merger
2012 Transition 2030 Fund IRS Form 8937 Merger
2012 Transition 2040 Fund IRS Form 8937 Merger
2012 Transition 2050 Fund IRS Form 8937 Merger
2013 Diversified Alternatives Fund IRS Form 8937 Return of Capital
2013 Global Strategic Income Fund IRS Form 8937 Return of Capital
2013 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2013 SteelPath MLP Alpha Plus Fund IRS Form 8937 Return of Capital
2013 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2013 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2013 Supplemental Tax Table Muni Income Information
2013 Supplemental Tax Table Muni Income Table State Information
2014 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital
2014 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital Distributions
2014 Global Strategic Income Fund IRS Form 8937 Return of Capital
2014 International Bond Fund IRS Form 8937 Return of Capital
2014 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2014 SteelPath MLP Alpha Plus Fund IRS Form 8937 Return of Capital
2014 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2014 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2014 Supplemental Tax Table Muni Income Information
2014 Supplemental Tax Table Muni Income Table State Information
2015 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital
2015 Global Strategic Income Fund IRS Form 8937 Return of Capital
2015 International Bond Fund IRS Form 8937 Return of Capital
2015 Limited-Term Bond Fund IRS Form 8937 Share Split
2015 Limited-Term Government Fund IRS Form 8937 Share Split
2015 Rochester Intermediate Term Municipal Fund IRS Form 8937 Share Split
2015 Rochester Limited Term Municipal Fund IRS Form 8937 Share Split
2015 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2015 SteelPath MLP Alpha Plus Fund IRS Form 8937 Return of Capital
2015 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2015 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2015 Supplemental Tax Table Muni Income Information
2015 Supplemental Tax Table Muni Income Table State Information
2015 Ultra Short Duration Fund IRS Form 8937 Share Split
2016 Commodity Strategy Total Return Fund IRS Form 8937 Return of Capital
2016 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital
2016 Global Strategic Income Fund IRS Form 8937 Return of Capital
2016 International Bond Fund IRS Form 8937 Return of Capital
2016 SteelPath MLP Alpha Fund IRS Form 8937 Return of Capital
2016 SteelPath MLP Alpha Plus Fund IRS Form 8937 Return of Capital
2016 SteelPath MLP Income Fund IRS Form 8937 Return of Capital
2016 SteelPath MLP Select 40 Fund IRS Form 8937 Return of Capital
2016 Supplemental Tax Table Muni Income Information
2016 Supplemental Tax Table Muni Income Table State Information
2017 Emerging Markets Local Debt Fund IRS Form 8937 Return of Capital
2017 Global Multi Asset Income Fund IRS Form 8937 Return of Capital
2017 Global Strategic Income Fund IRS Form 8937 Return of Capital
2017 International Bond Fund IRS Form 8937 Return of Capital
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Main Street Mid Cap Fund XBRL Filing
Main Street Small Cap Fund Annual Report
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Main Street Small Cap Fund VA Semiannual Report
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Main Street Small Cap Fund XBRL Filing
Malissa Lischin Biography
Managing Retirement Income Sequence of Returns Risk
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Mark DeMitry, CFA Biography
Mark Foster Biography
Market Sentiment and the Business Cycle
Matt Straut Biography
Measure Risk the Way Investors Do
Megatrends Benefiting from Structural Tailwinds
Melissa Kretschmer Biography
Merrill Lynch 2018 Outlook Presentation
Merrill Lynch Identity Theft Client Seminar Presentation
Merrill Lynch International Equities Poised to Climb
Merrill Lynch Scholar's Edge Enrollment Kit
Merrill Lynch Take Your Practice and Team to the Next Level
Merrill Lynch The Income Challenge
Michael Camarella, CFA Biography
Michael Chewning Biography
Michael Daley Biography
Michael Eschmann Biography
Michael Eustic Biography
Michael Ferrer Biography
Michael Gottesman Biography
Michael Guman Biography
Michael Weigner Biography
Mid Cap ProForma 20171208 REVWM
Mid Cap Value Fund Annual Report
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Mid Cap Value Fund Full Prospectus
Mid Cap Value Fund SAI
Mid Cap Value Fund Semiannual Report
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Mid Cap Value Fund XBRL Filing
Midstream Energy Infrastructure and MLPs
Midstream Fundamentals Continue to Improve
Mike Jamison Biography
Mike Malik Biography
Millennials Enjoy Concerts and Live Nation is Benefitting
Minding the Gap Presentation
Money Money Everywhere But No Inflation in Sight
Monthly Fund Holdings Report
Monthly Fund Partial Holdings Report
Morgan Stanley Global Thematic ETF Model Portfolio
Morgan Stanleys GIMA Focus and Approved List Funds
Morningstar's 2017 International Stock Fund Manager of the Year Nominees
Multi Factor ETF Product Brief
Multi-Asset Funds Portfolio Manager Change Announcement
Muni Perspective Infographic
Municipal Bond Credit Ratings Part One
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Municipal Bond Funds Pitch Book
Municipal Fund Annual Report
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Municipal Fund Semiannual Report
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Municipals Quarterly Market Perspective
Mutual Fund Profiles Book PUP
Name Change Form
National Municipal Funds Aim For Solid After Tax Returns
Navigating TDFs and the Investment Policy Statement
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Net Asset Value Brochure
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Nicole Pretzel Holahan Biography
Nik Jurasic Biography
Non-Durable 30-Day Affidavit (OFS) Form
OFI Carlyle Private Credit Fund Advisor Presentation
OFI Carlyle Private Credit Fund Brochure
OFI Carlyle Private Credit Fund Brochure Digital Version
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OFI Named an InvestmentNews 2018 Excellence in Diversity and Inclusion Awards Winner
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OFI Proxy Voting Policy
On the Ground in China Observations from the Middle Kingdom
One Millennial's Candid View of Impact Investing and Advisors
Opening the Door to Expanded Retirement Savings Opportunities
Operating in Compliance. Understanding IRS and DOL Audit Hot-button Issues and How to Address Them - CE
Oppenheimer & Rochester Municipal Funds Update Presentation
Oppenheimer Dorsey Wright U.S. Revenue Model
Oppenheimer ETF Product List
Oppenheimer Factor ETF Pitch Book
Oppenheimer U.S. Factor Rotation Model Pitch Book
OppenheimerFunds Ameriprise WMC Presentation
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OppenheimerFunds Joins Invesco Pending Regulatory Approvals Retail
OppenheimerFunds Launches New Brand Campaign Challenge the Index Spanish
OppenheimerFunds Named One of Denvers Top Workplaces Spanish
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OppenheimerFunds Named a Best Company for Working Mothers Spanish
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OppenheimerFunds Renames Top Decile Fixed Income Fund Spanish
OppenheimerFunds Speakers' Bureau
OppenheimerFunds and Camden Wealth Millennial Research Press Release Spanish
OppenheimerFunds to Liquidate Select Funds in 2018 Announcement
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PATRIOT Act Supplemental Insert for Applications
PMC ActivePassive Portfolios
Participant Consent to Return Mistaken Contribution Form
Patrick Wisneski Biography
Paul Brunswick Biography
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Payroll Deduction Application
Payroll Deduction IRA Employer Flyer
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Peter Maddox Biography
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Petter Bialek Biography
Pioneers in Global Investing
Plan Sponsor's Guide to Understanding Fiduciary Responsibility
Portfolio Builder Account Application
Portfolio Builder Account Change Form
Portfolio Builder Application 403(b)(7) SEP and SIMPLE IRA
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Portfolio Builder Single K Account Establishment Kit
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Portfolio Series Active Allocation Fund Annual Report
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Portfolio Series Conservative Investor Fund Annual Report
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Portfolio Series Moderate Investor Fund Annual Report
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Post Election Update Global Infrastructure
Preferred Securities and Income Fund Fact Sheet
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Preferred Securities and Income Fund Launch Announcement
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Price Check How Hard Discounters Are Disrupting Grocers
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Private College 529 Account Maintenance Form
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Profit Sharing Non-Trusteed Plan Establishment Kit
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Put Your Tax Return to Work IRS Form 8888
Putting Emerging Markets Volatility in Perspective Mandarin
Q & A with George Evans and Frank Jennings
Q & A with Justin Leverenz
QDIA Evolution
RAC & SAC Statement of Service
Rachel Powers Biography
Raman Vardharaj, CFA Biography
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Randy Dishmon Shareholder Letter
Real Estate Fund Annual Report
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Receipt of Gifts Form
Redemption Form Nonretirement Accounts
Reginald Breaux Biography
Retirement Account Checkup Postcard General
Retirement Brochure
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Retirement Plan Solutions for High Net Worth Business Owners - CE
Retirement Planning It's About More than Just Investing Invitation
Retirement Plans for Small Businesses Employer Guide
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Retirement Saver's Credit Flyer
Retirement Services Guide to Fee Disclosure
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Retirement and Tax Planning Reference Guide
Return Shaping Moving Beyond Traditional Diversification
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Rhea Berglund Biography
Rian Morrissey Biography
Richard Orlando Biography
Richard Rath Biography
Rick Bettridge Biography
Rick Casagrande Biography
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Rick Henn Biography
Rising Dividends Fund Annual Report
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Rob Dunphy Biography
Robert Caruso Biography
Robert Duffey Biography
Robert Dunphy, CFA Biography
Rochester 4.25.18 Conference Call Highlights
Rochester AMT-Free Municipal Fund Annual Report
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Rochester AMT-Free Municipal Fund Infographic
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Rochester AMT-Free Municipal Fund Semiannual Report
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Rochester AMT-Free Municipals XBRL Filing
Rochester AMT-Free New York Municipal Fund Annual Report
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Rochester AMT-Free New York Municipal Fund SAI
Rochester AMT-Free New York Municipal Fund Semiannual Report
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Rochester AMT-Free New York Municipals XBRL Filing
Rochester Annual Overview
Rochester Arizona Municipal Fund XBRL Filing
Rochester California Municipal Fund Annual Report
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Rochester California Municipal Fund SAI
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Rochester California Municipal Fund XBRL Filing
Rochester Fund Municipals Annual Report
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Rochester Fund Municipals Semiannual Report
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Rochester Fund Municipals XBRL Filing
Rochester High Yield Municipal Fund Annual Report
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Rochester High Yield Municipal Fund Monthly Commentary
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Rochester High Yield Municipal XBRL Filing
Rochester Intermediate Term Municipal Fund Annual Report
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Rochester Intermediate Term Municipal Fund SAI
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Rochester Limited Term California Municipal Fund Annual Report
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Rochester Limited Term New York Municipal Fund Annual Report
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Rochester Lipper Awards Letter
Rochester Maryland Municipal Fund XBRL Filing
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Rochester Minnesota Municipal Fund Proxy Announcement
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Rochester Municipal Fund Yields
Rochester New Jersey Municipal Fund Annual Report
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Rochester Puerto Rico Holdings
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Rochester Short Duration High Yield Municipal Fund Annual Report
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Rochester Short Term & Intermediate Term Municipal Fund Announcement
Rochester Short Term Municipal Fund XBRL Filing
Rochester Short Term Municipal Semiannual Report
Rochester Virginia Municipal Fund XBRL Filing
Roth Contributions Could Make a Difference in Retirement
Roth IRA Fast Facts
Russell 1000 Dynamic Multifactor ETF Fact Sheet
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Russell 1000 Low Volatility Factor ETF Fact Sheet
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Russell 1000 Momentum Factor ETF Fact Sheet
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Russell 1000 Yield Factor ETF Fact Sheet
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Russell 2000 Dynamic Multifactor ETF Fact Sheet
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Ryan Adam Biography
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S&P 500 Revenue ETF Fact Sheet
S&P 500 Revenue ETF Fund Rep Playbook Supplemental Risk Information
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S&P MidCap 400 Revenue ETF Fact Sheet
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S&P Ultra Dividend Revenue ETF Fact Sheet
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SARSEP IRA Excess Removal Form
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SEP IRA and SARSEP IRA Disclosure Statement
SEP IRA and SARSEP IRA Excess Removal Form
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SEP SARSEP Portfolio Builder Account Application
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SNW Asset Management Acquisition
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Scholar's Edge 529 College Savings Plan Account NYLIFE Securities LLC
Scholar's Edge ABCs of Education Savings Invitation
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Scott Cottier, CFA Biography
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Secrets From The Vault How We Invest In EM Banks
Selecting a Professional Retirement Plan Advisor
Senior Floating Rate Distribution Symposium Presentation
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Sharon French and Heidi Heikenfeld to Speak at Forbes Women's Summit Spanish
Shifting Tides for Offshore Drillers
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Small Cap ProForma 20171208 REVWS
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Small and Mid Cap Growth Team Announcement
Smart Beta Brief Find Value When Investing Outside the U.S
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Smarter Portfolios Distribution Symposium Presentation
Social Security 2016 Changes
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Something Different in Emerging Markets
Special Invitation CHSA Designation Class
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State of Emerging Markets
SteelPath A Refreshed Look at Midstream Energy Infrastructure and Interest Rates
SteelPath Anticipated Distribution Dates
SteelPath Deferred Taxes in MLP Mutual Funds
SteelPath Energy Infrastructure Review & Outlook Distribution Symposium Presentation
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SteelPath Getting Credit Where Credit is Due
SteelPath Investment Product Suite
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SteelPath MLP Alpha Fund Annual Report
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Strengthening Fund Lineups
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Talk Plan Act Retirement Chart Book - CE
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Target Risk Strategist Models Pitch Book
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The ABCs of Education Savings
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The Evolution of Automobiles
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The Generations Project Infographic
The Generations Project Research White Paper
The Generations Project Research White Paper French
The Generations Project Research White Paper German
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The Generations Project Research White Paper Swedish
The Income Challenge - Long Version
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The Whole Family Advisor EI and IQ
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Thomas Loncar Biography
Ticker A Different Path to Growth in Emerging Markets
Ticker A Patient Approach to Global Growth Trends
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Total Return Bond & Limited-Term Bond Distribution Symposium Presentation
Total Return Bond Fund Annual Report
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Value Fund Annual Report
Value Fund Commentary
Value Fund Fact Sheet
Value Fund Full Prospectus
Value Fund SAI
Value Fund Semiannual Report
Value Fund Summary Prospectus
Value Fund XBRL Filing
Vincent DiPaolo Biography
Vincent Iacono Biography
Volatility Post Mortem Was Market Structure to Blame
W-9 IRS Form
Waddell and Reed in MAPNavigator
Wealthy Millennials A Generation Seeking the Right Advice Retail
Weekly Summary Data Sheet
Wells Fargo Emerging Markets A Growing Opportunity
Wells Fargo FundSource Model Allocations
Wendy Ehrlich Biography
Wendy Murray Biography
Wesley Vance Biography
What Are ETFs Infographic
What Plan Sponsors Should Know About Custom Target Date Funds
What the Midterm Elections Mean for the Markets
What the Midterm Elections Mean for the Markets Spanish
Where in the World Are the Yields
Whole Family Advising Brochure
Whole Family Advising Program Overview
Whole Family Advising Sample Workshop Agendas
Whole Family Advising Workshop Advisor Action Plans Worksheet
Whole Family Advising Workshop Syllabus
Why Anchor Your Core with Revenue Weighting
Why Emerging Markets Now Infographic
Why MLP Price Return Doesn’t Tell the Whole Story
Why Volatility Can Be Your Friend Infographic
Why We Believe the Fed Run off Won't Significantly Increase Bond Yields
Will Rising Rates Kill the Bull Market
Will Trade Skirmishes End the Economic Cycle
William McNamara Biography
Winners and Losers in Grocery's Tech Revolution
Women and Investing Pre-Seminar Quiz
Women and Investing Presentation
Women and Investing Workbook
Working Mother's Best Companies for Multicultural Women Spanish
Working to Protect Tax-free Munis
World Financial Podcast Flyer
Year End Tax Tables

FAQs

Fund Managers

Funds

Capital Appreciation Fund A - OPTFX
Capital Appreciation Fund C - OTFCX
Capital Appreciation Fund I - OPTIX
Capital Appreciation Fund R - OTCNX
Capital Appreciation Fund Y - OTCYX
Capital Appreciation Fund/VA
Capital Income Fund A - OPPEX
Capital Income Fund C - OPECX
Capital Income Fund I - OCIIX
Capital Income Fund R - OCINX
Capital Income Fund Y - OCIYX
Conservative Balanced Fund/VA
Corporate Bond Fund A - OFIAX
Corporate Bond Fund C - OFICX
Corporate Bond Fund I - OFIIX
Corporate Bond Fund R - OFINX
Corporate Bond Fund Y - OFIYX
Developing Markets Fund A - ODMAX
Developing Markets Fund C - ODVCX
Developing Markets Fund I - ODVIX
Developing Markets Fund R - ODVNX
Developing Markets Fund Y - ODVYX
Discovery Fund A - OPOCX
Discovery Fund C - ODICX
Discovery Fund I - ODIIX
Discovery Fund R - ODINX
Discovery Fund Y - ODIYX
Discovery Mid Cap Growth Fund A - OEGAX
Discovery Mid Cap Growth Fund C - OEGCX
Discovery Mid Cap Growth Fund I - OEGIX
Discovery Mid Cap Growth Fund R - OEGNX
Discovery Mid Cap Growth Fund Y - OEGYX
Discovery Mid Cap Growth Fund/VA
Dividend Opportunity Fund A - OSVAX
Dividend Opportunity Fund C - OSCVX
Dividend Opportunity Fund I - OSVIX
Dividend Opportunity Fund R - OSVNX
Dividend Opportunity Fund Y - OSVYX
ESG Revenue ETF
Emerging Markets Innovators Fund A - EMIAX
Emerging Markets Innovators Fund C - EMVCX
Emerging Markets Innovators Fund I - EMVIX
Emerging Markets Innovators Fund R - EMIRX
Emerging Markets Innovators Fund Y - EMIYX
Emerging Markets Local Debt Fund A - OEMAX
Emerging Markets Local Debt Fund C - OEMCX
Emerging Markets Local Debt Fund I - OEMIX
Emerging Markets Local Debt Fund R - OEMNX
Emerging Markets Local Debt Fund Y - OEMYX
Emerging Markets Revenue ETF
Emerging Markets Ultra Dividend Revenue ETF
Equity Income Fund A - OAEIX
Equity Income Fund C - OCEIX
Equity Income Fund I - OEIIX
Equity Income Fund R - ONEIX
Equity Income Fund Y - OYEIX
Fundamental Alternatives Fund A - QVOPX
Fundamental Alternatives Fund C - QOPCX
Fundamental Alternatives Fund I - QOPIX
Fundamental Alternatives Fund R - QOPNX
Fundamental Alternatives Fund Y - QOPYX
Global Allocation Fund A - QVGIX
Global Allocation Fund C - QGRCX
Global Allocation Fund I - QGRIX
Global Allocation Fund R - QGRNX
Global Allocation Fund Y - QGRYX
Global ESG Revenue ETF
Global Focus Fund A - GLVAX
Global Focus Fund C - GLVCX
Global Focus Fund I - GLVIX
Global Focus Fund R - GLVNX
Global Focus Fund Y - GLVYX
Global Fund A - OPPAX
Global Fund C - OGLCX
Global Fund I - OGLIX
Global Fund R - OGLNX
Global Fund Y - OGLYX
Global Fund/VA
Global High Yield Fund A - OGYAX
Global High Yield Fund C - OGYCX
Global High Yield Fund I - OGYIX
Global High Yield Fund R - OGYNX
Global High Yield Fund Y - OGYYX
Global Multi-Alternatives Fund/VA
Global Multi-Asset Growth Fund A - QMGAX
Global Multi-Asset Growth Fund C - QMGCX
Global Multi-Asset Growth Fund I - QMGIX
Global Multi-Asset Growth Fund R - QMGRX
Global Multi-Asset Growth Fund Y - QMGYX
Global Multi-Asset Income Fund A - QMAAX
Global Multi-Asset Income Fund C - QMACX
Global Multi-Asset Income Fund I - QMAIX
Global Multi-Asset Income Fund R - QMARX
Global Multi-Asset Income Fund Y - QMAYX
Global Opportunities Fund A - OPGIX
Global Opportunities Fund C - OGICX
Global Opportunities Fund I - OGIIX
Global Opportunities Fund R - OGINX
Global Opportunities Fund Y - OGIYX
Global Revenue ETF
Global Strategic Income Fund A - OPSIX
Global Strategic Income Fund C - OSICX
Global Strategic Income Fund I - OSIIX
Global Strategic Income Fund R - OSINX
Global Strategic Income Fund Y - OSIYX
Global Strategic Income Fund/VA
Global Unconstrained Bond Fund A - OGUAX
Global Unconstrained Bond Fund I - OGUIX
Global Unconstrained Bond Fund Y - OGUYX
Gold & Special Minerals Fund A - OPGSX
Gold & Special Minerals Fund C - OGMCX
Gold & Special Minerals Fund I - OGMIX
Gold & Special Minerals Fund R - OGMNX
Gold & Special Minerals Fund Y - OGMYX
Government Cash Reserves A - CRSXX
Government Cash Reserves C - CSCXX
Government Cash Reserves R - CSNXX
Government Money Fund/VA
Government Money Market Fund A - OMBXX
Government Money Market Fund Y - OMYXX
Institutional Government Money Market Fund E - IOEXX
Institutional Government Money Market Fund L - IOLXX
Institutional Government Money Market Fund P - IOPXX
Intermediate Term Municipal Fund A - ORRWX
Intermediate Term Municipal Fund C - ORRCX
Intermediate Term Municipal Fund Y - ORRYX
International Bond Fund A - OIBAX
International Bond Fund C - OIBCX
International Bond Fund I - OIBIX
International Bond Fund R - OIBNX
International Bond Fund Y - OIBYX
International Diversified Fund A - OIDAX
International Diversified Fund C - OIDCX
International Diversified Fund I - OIDIX
International Diversified Fund R - OIDNX
International Diversified Fund Y - OIDYX
International Equity Fund A - QIVAX
International Equity Fund C - QIVCX
International Equity Fund I - QIVIX
International Equity Fund R - QIVNX
International Equity Fund Y - QIVYX
International Growth Fund A - OIGAX
International Growth Fund C - OIGCX
International Growth Fund I - OIGIX
International Growth Fund R - OIGNX
International Growth Fund Y - OIGYX
International Growth Fund/VA
International Growth and Income Fund A - OIMAX
International Growth and Income Fund C - OCIMX
International Growth and Income Fund I - OIMIX
International Growth and Income Fund R - OIMRX
International Growth and Income Fund Y - OIMYX
International Revenue ETF
International Small-Mid Company Fund A - OSMAX
International Small-Mid Company Fund C - OSMCX
International Small-Mid Company Fund I - OSCIX
International Small-Mid Company Fund R - OSMNX
International Small-Mid Company Fund Y - OSMYX
International Ultra Dividend Revenue ETF
Limited-Term Bond Fund A - OUSGX
Limited-Term Bond Fund C - OUSCX
Limited-Term Bond Fund I - OUSIX
Limited-Term Bond Fund R - OUSNX
Limited-Term Bond Fund Y - OUSYX
Limited-Term Government Fund A - OPGVX
Limited-Term Government Fund C - OLTCX
Limited-Term Government Fund I - OLTIX
Limited-Term Government Fund R - OLTNX
Limited-Term Government Fund Y - OLTYX
Macquarie Global Infrastructure Fund A - OQGAX
Macquarie Global Infrastructure Fund C - OQGCX
Macquarie Global Infrastructure Fund I - OQGIX
Macquarie Global Infrastructure Fund R - OQGRX
Macquarie Global Infrastructure Fund Y - OQGYX
Main Street All Cap Fund® A - OMSOX
Main Street All Cap Fund® C - OMSCX
Main Street All Cap Fund® R - OMSNX
Main Street All Cap Fund® Y - OMSYX
Main Street Fund® A - MSIGX
Main Street Fund® C - MIGCX
Main Street Fund® I - OMSIX
Main Street Fund® R - OMGNX
Main Street Fund® Y - MIGYX
Main Street Fund®/VA
Main Street Mid Cap Fund® A - OPMSX
Main Street Mid Cap Fund® C - OPMCX
Main Street Mid Cap Fund® I - OPMIX
Main Street Mid Cap Fund® R - OPMNX
Main Street Mid Cap Fund® Y - OPMYX
Main Street Small Cap Fund® A - OSCAX
Main Street Small Cap Fund® C - OSCCX
Main Street Small Cap Fund® I - OSSIX
Main Street Small Cap Fund® R - OSCNX
Main Street Small Cap Fund® Y - OSCYX
Main Street Small Cap Fund®/VA
Mid Cap Value Fund A - QVSCX
Mid Cap Value Fund C - QSCCX
Mid Cap Value Fund I - QSCIX
Mid Cap Value Fund R - QSCNX
Mid Cap Value Fund Y - QSCYX
OFI Pictet Global Environmental Solutions Fund I - OPEIX
OFI Pictet Global Environmental Solutions Fund Y - OPEYX
Oppenheimer Municipal Fund A - OPAMX
Oppenheimer Municipal Fund C - OPCMX
Oppenheimer Municipal Fund Y - OPYMX
Portfolio Series: Active Allocation Fund A - OAAAX
Portfolio Series: Active Allocation Fund C - OAACX
Portfolio Series: Active Allocation Fund R - OAANX
Portfolio Series: Active Allocation Fund Y - OAAYX
Portfolio Series: Conservative Investor Fund A - OACIX
Portfolio Series: Conservative Investor Fund C - OCCIX
Portfolio Series: Conservative Investor Fund R - ONCIX
Portfolio Series: Conservative Investor Fund Y - OYCIX
Portfolio Series: Equity Investor Fund A - OAAIX
Portfolio Series: Equity Investor Fund C - OCAIX
Portfolio Series: Equity Investor Fund R - ONAIX
Portfolio Series: Equity Investor Fund Y - OYAIX
Portfolio Series: Moderate Investor Fund A - OAMIX
Portfolio Series: Moderate Investor Fund C - OCMIX
Portfolio Series: Moderate Investor Fund R - ONMIX
Portfolio Series: Moderate Investor Fund Y - OYMIX
Preferred Securities and Income Fund A - OPRAX
Preferred Securities and Income Fund I - OPRIX
Preferred Securities and Income Fund Y - OPRYX
Real Estate Fund A - OREAX
Real Estate Fund C - ORECX
Real Estate Fund I - OREIX
Real Estate Fund R - ORENX
Real Estate Fund Y - OREYX
Rising Dividends Fund A - OARDX
Rising Dividends Fund C - OCRDX
Rising Dividends Fund I - OIRDX
Rising Dividends Fund R - ONRDX
Rising Dividends Fund Y - OYRDX
Rochester® AMT-Free Municipal Fund A - OPTAX
Rochester® AMT-Free Municipal Fund C - OMFCX
Rochester® AMT-Free Municipal Fund Y - OMFYX
Rochester® AMT-Free New York Municipal Fund A - OPNYX
Rochester® AMT-Free New York Municipal Fund C - ONYCX
Rochester® AMT-Free New York Municipal Fund Y - ONYYX
Rochester® California Municipal Fund A - OPCAX
Rochester® California Municipal Fund C - OCACX
Rochester® California Municipal Fund Y - OCAYX
Rochester® Fund Municipals A - RMUNX
Rochester® Fund Municipals C - RMUCX
Rochester® Fund Municipals Y - RMUYX
Rochester® High Yield Municipal Fund A - ORNAX
Rochester® High Yield Municipal Fund C - ORNCX
Rochester® High Yield Municipal Fund Y - ORNYX
Rochester® Limited Term California Municipal Fund A - OLCAX
Rochester® Limited Term California Municipal Fund C - OLCCX
Rochester® Limited Term California Municipal Fund Y - OLCYX
Rochester® Limited Term New York Municipal Fund A - LTNYX
Rochester® Limited Term New York Municipal Fund C - LTNCX
Rochester® Limited Term New York Municipal Fund Y - LTBYX
Rochester® New Jersey Municipal Fund A - ONJAX
Rochester® New Jersey Municipal Fund C - ONJCX
Rochester® New Jersey Municipal Fund Y - ONJYX
Rochester® Pennsylvania Municipal Fund A - OPATX
Rochester® Pennsylvania Municipal Fund C - OPACX
Rochester® Pennsylvania Municipal Fund Y - OPAYX
Rochester® Short Duration High Yield Municipal Fund A - OPITX
Rochester® Short Duration High Yield Municipal Fund C - OITCX
Rochester® Short Duration High Yield Municipal Fund Y - OPIYX
Russell 1000 Dynamic Multifactor ETF
Russell 1000 Low Volatility Factor ETF
Russell 1000 Momentum Factor ETF
Russell 1000 Quality Factor ETF
Russell 1000 Size Factor ETF
Russell 1000 Value Factor ETF
Russell 1000 Yield Factor ETF
Russell 2000 Dynamic Multifactor ETF
S&P 500 Revenue ETF
S&P Financials Revenue ETF
S&P MidCap 400 Revenue ETF
S&P SmallCap 600 Revenue ETF
S&P Ultra Dividend Revenue ETF
Senior Floating Rate Fund A - OOSAX
Senior Floating Rate Fund C - OOSCX
Senior Floating Rate Fund I - OOSIX
Senior Floating Rate Fund R - OOSNX
Senior Floating Rate Fund Y - OOSYX
Senior Floating Rate Plus Fund A - OSFAX
Senior Floating Rate Plus Fund C - OSFCX
Senior Floating Rate Plus Fund I - OSFIX
Senior Floating Rate Plus Fund Y - OSFYX
Short Term Municipal Fund A - ORSTX
Short Term Municipal Fund C - ORSCX
Short Term Municipal Fund Y - ORSYX
Small Cap Value Fund A - OVSAX
Small Cap Value Fund C - OVSCX
Small Cap Value Fund I - OVSIX
Small Cap Value Fund R - OVSRX
Small Cap Value Fund Y - OVSYX
SteelPath MLP & Energy Infrastructure Fund A - OMLPX
SteelPath MLP & Energy Infrastructure Fund C - OMLCX
SteelPath MLP & Energy Infrastructure Fund I - OMLIX
SteelPath MLP & Energy Infrastructure Fund Y - OMLYX
SteelPath MLP Alpha Fund A - MLPAX
SteelPath MLP Alpha Fund C - MLPGX
SteelPath MLP Alpha Fund I - OSPAX
SteelPath MLP Alpha Fund Y - MLPOX
SteelPath MLP Alpha Plus Fund A - MLPLX
SteelPath MLP Alpha Plus Fund C - MLPMX
SteelPath MLP Alpha Plus Fund I - OSPPX
SteelPath MLP Alpha Plus Fund Y - MLPNX
SteelPath MLP Income Fund A - MLPDX
SteelPath MLP Income Fund C - MLPRX
SteelPath MLP Income Fund I - OSPMX
SteelPath MLP Income Fund Y - MLPZX
SteelPath MLP Select 40 Fund A - MLPFX
SteelPath MLP Select 40 Fund C - MLPEX
SteelPath MLP Select 40 Fund I - OSPSX
SteelPath MLP Select 40 Fund Y - MLPTX
SteelPath Panoramic Fund A - EESAX
SteelPath Panoramic Fund C - EESCX
SteelPath Panoramic Fund I - EESIX
SteelPath Panoramic Fund R - EESRX
SteelPath Panoramic Fund Y - EESYX
Total Return Bond Fund A - OPIGX
Total Return Bond Fund C - OPBCX
Total Return Bond Fund I - OPBIX
Total Return Bond Fund R - OPBNX
Total Return Bond Fund Y - OPBYX
Total Return Bond Fund/VA
Ultra-Short Duration Fund I - OSDIX
Ultra-Short Duration Fund Y - OSDYX
Value Fund A - CGRWX
Value Fund C - CGRCX
Value Fund I - OGRIX
Value Fund R - CGRNX
Value Fund Y - CGRYX

Funds Landing Page

Global Multi-Asset Group (GMAG)

Literature Center

News and Insights

Personalities

Paul Blease, Director of CEO Advisor Institute
Chris Kelly: Global Debt Team PM
Abe Berete: Product Manager, Alternative Investments
Adam Weiner: Industrial & Materials PM
Adam Wilde: Cash Strategies Team PM
Ahmad Deek: Chief Risk Officer
Alessio DeLongis, CFA: Global Multi-Asset Group PM
Aniket Shah
Anthony Felton: Global Infrastructure Securities Team PM
Arthur P. Steinmetz: Chairman, CEO & President
Ash Shah: Growth Equity Team PM
Ashley Oerth, Investment Strategy Analyst
Ben Rockmuller: Global Multi-Asset Group PM
Benjamin Ram: Main Street Equity PM
Brad Frishberg: Head of Global Infrastructure Securities Team
Brian Landy, International Equity Specialist
Brian Levitt, Senior Investment Strategist
Brian Watson, CFA, Dir. of Research & Sr Portfolio Manager
Caleb Wong: Alternative Strategies Team PM
Charles Pulire: Rochester Municipals Team PM
Christopher Proctor: Cash Strategies Team PM
Cory Garcia: SteelPath Team Senior Research Analyst
David Lukkes, High Yield Corporate Debt
David Mazza, Head of ETF Investment Strategy
David Wharmby: Real Estate Team PM
Donal Bishnoi: Oppenheimer Revenue Weighted Strategy Team PM
Drew Thornton, Investment Strategist
Elizabeth Mossow: Rochester Municipals Team PM
Emanuele Bergagnini: Sr. Client Portfolio Manager
Eric Hewitt: Value Equity Team PM
Frank A. Vallario: Oppenheimer Revenue Weighted Strategy Team PM
Frank Jennings: Global Equity Team PM
Gabriel Micheli: Portfolio Manager
George R. Evans, CFA, CIO Equities and Portfolio Manager
Gregory Brown, Income Strategist
Heidi Heikenfeld: Emerging Markets Equity Team PM
Helena Lee, CFA, Investment Grade Debt
Hemant Baijal: Global Debt Team PM
Hemant Baijal: Global Debt Team PM
Jagpaul Singh, Senior Client Portfolio Specialist
James Ayer: Global Equity Team PM
Jay Therrien, Director of Business Consulting
Jeffrey Bennett
John C. Delano, CFA, Global Equity Team
John Thorpe, Vice President, CEO Advisor Business Consultant
Jonathon Ong: Global Infrastructure Securities Team
Joseph Welsh: High Yield Corporate Debt Team PM
Joy Budzinski: Main Street Equity Team PM
Justin Livengood: Growth Equity Team PM
Justin M. Leverenz, CFA, Dir. of Emerging Markets Equities and Portfolio Manager
Kathryn Gallo, Vice President, CEO Advisor Business Consultant
Krishna Memani, Chief Investment Officer
Kristin Ketner: Main Street Equity Team PM
Laton Spahr: Value Equity Team PM
Luciano Diana: Portfolio Manager
Magnus Krantz: Main Street Equity Team PM
Manind Govil: Main Street Equity Team PM
Mark Demitry: Rochester Municipals Team PM
Matthew Ziehl: Main Street Equity Team PM
Michael Camarella: Rochester Municipals Team PM
Michelle Borre: Alternative Strategies Team PM
Mo Haghbin: Head of Product, Beta Solutions
Paul Brunswick, Senior Business Consultant
Paul Larson: Main Street Equity Team PM
Paul Temple, CIMA
Peter Strzalkowski: Investment Grade Debt Team PM
Rajeev Bhaman: Global Equity Team PM
Raman Vardharaj: Main Street Equity Team PM
Randall Dishmon: Global Equity Team PM
Raymond Anello: Main Street Equity Team PM
Rick Henn, Vice President, CEO Advisor Business Consultant
Robert Coble, SteelPath Team
Robert Dunphy: Global Equity Team PM
Ronald Zibelli Jr: Growth Equity Team PM
Ruta Ziverte: Multi-Sector Fixed Income PM
Scott Cottier: Rochester Municipals Team PM
Shanquan Li: Global Equity Team PM
Sharon French, Head of Beta Solutions
Stuart Cartner: SteelPath Team PM
Talley Léger, Investment Strategist
Tim Benzel: Senior Portfolio Manager
Tim Wilkinson, VP, CEO Advisor Business Consultant
Timothy Horsburgh, Investment Strategist
Troy Willis: Rochester Municipals Team PM
Wim Vandenhoeck, Global Debt Team

Tax-Free Muni Funds, the Rochester Way

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