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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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The Drivers and Challenges of Sustainable Investing

Sustainable investing is a growing but highly nuanced space that requires close analysis.

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How Gender Lens Investing Promotes Equity

Demand is rising for investment solutions that help to advance women in a lasting, responsible way.

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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.

Sustainable Investing: A Quiet Revolution

Listen to a podcast with Aniket Shah, Head of Sustainable Investing.

Sustainability in Fixed Income Investing

A framework for evaluating bonds through the lens of sustainability.

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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

$29.40

down -$0.44

$22 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

$27.22

down -$0.37

$22 MM Total Assets

  1. 1. Access historical premium/discount information
  2. 2. Index Reconstitution -- September 17, 2018
    Indices are rebalanced and reconstituted on a quarterly basis. The next reconstitution will be implemented after the close of trading on September 21, 2018, 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. 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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