NEW YORK, February 15, 2018 – OppenheimerFunds, a leading global asset manager, announced the expansion of its Challenge the Index brand campaign with the launch of a series of ads focused on its platform of new Multi-Factor ETFs. The campaign, developed by agency partner McCann XBC, will bring further awareness to the firm’s growing Beta Solutions business while specifically highlighting the sophisticated investment capabilities of its Multi-Factor ETFs.
“Defying convention with a differentiated approach to creating innovative investment solutions for clients is part of our firm’s DNA,” said John McDonough, Head of Distribution and Marketing, OppenheimerFunds. “Our messaging platform follows a similar approach, with a unique campaign to help educate and engage our financial advisor clients.”
Launched in November 2017, OppenheimerFunds’ suite of dynamic Multi-Factor ETFs combine the diversification benefits of factors such as low volatility, momentum, quality, size and value with the expertise of the firm’s Global Multi-Asset Group’s (GMAG) research to adjust factor exposure based on the prevailing macroeconomic and market environment.
Sharon French, Head of Beta Solutions, OppenheimerFunds, commented, “Our new ad campaign clearly illustrates the value proposition of these multifaceted investment strategies in sophisticated yet straightforward terms that highlight both who we are as a firm and the potential benefits our factor products can bring to clients.”
Building on the success of its award-winning 2017 Challenge the Index brand architecture, the new Multi-Factor advertising creatively demonstrates how investment factors are similar to the five senses. Certain factors perform better in certain market conditions than others, just like some senses are more useful in certain situations than others.
“This innovative marketing concept takes conventional everyday moments when we utilize our five senses and turns them on their head to successfully bring to life the all-weather market responsiveness of our Multi-Factor ETFs,” stated Erik Schneberger, OppenheimerFunds Head of Brand & Client Experience.
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OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $261 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of January 31, 2018.
Founded in 1959, OppenheimerFunds is an asset manager with a history of providing innovative strategies to its investors. The firm’s 16 investment management teams specialize in equity, fixed income, alternative, multi-asset, and factor and revenue-weighted ETF strategies, including ESG as a signatory of the UN PRI. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors and individual investors. OppenheimerFunds and certain of its subsidiaries provide advisory services to the Oppenheimer family of funds, and OFI Global Asset Management offers solutions to institutions. The firm is also active through its Philanthropy & Community initiative: 10,000 Kids by 2020, reaching children with introductions to math literacy programs.
An investment in the Fund is subject to investment risk, including the possible loss of principal amount invested. The Fund, seeks to provide exposure to investments based on the following factors: value, momentum, quality, low volatility and size, and to weight such factors based on changes in the economic cycle. There can be no assurance that doing so will enhance the Fund’s performance over time. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk. Fund returns may not match the return of its respective index, known as non-correlation risk, due to operating expenses incurred by the Fund. Because the Fund has the potential to be rebalanced monthly, portfolio turnover may exceed 100%. The greater the portfolio turnover, the greater the transaction costs, which could have an adverse effect on Fund performance.