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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, including opportunities for incorporating ESG principles into investment portfolios.

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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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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

"Day Zero" Is Call-to-Action for Sustainable Investing

Sustainable Investing: A Quiet Revolution

Sustainability in Fixed Income Investing

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Sustainable Insights: Introducing ESG to OppenheimerFunds

Why the widespread adoption of sustainable investing will be the target state for the industry.

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Study Reveals HNW Attitudes About Sustainable Investing

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

Investing in Environmental Innovation

Today’s global environmental challenges are driving investable innovation.

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

$31.24

up $0.40

$30 MM Total Assets

Alternatively Weighted Strategy

Oppenheimer

Global Revenue ETF

RGLB

The strategy provides access to the same securities as the MSCI All Country World Index, weighted by top line revenue instead of market capitalization.

Inception

7/17

NAV

$25.71

up $0.16

$13 MM Total Assets

ESG Equity

OFI Pictet Global Environmental Solutions Fund

OPEYX

The Strategy typically invests in firms that help solve environmental challenges while making a measurable, positive environmental impact.

Inception

12/17

NAV

$9.58

up $0.08

$28 MM Total Assets

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  1. 1. Access historical premium/discount information
  2. 2. Index Reconstitution -- December 17, 2018
    Indices are rebalanced and reconstituted on a quarterly basis. The next reconstitution will be implemented after the close of trading on December 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. This is a new fund with a limited operating history and an inception date of 7/11/17.
  5. 5. The OFI Revenue Weighted Global Index is a custom index that is owned and calculated by MSCI, is based on the MSCI ACWI Index and aims to reflect the performance of Oppenheimer Global 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. Emerging and developing market investments may be especially volatile. Eurozone investments may be subject to volatility and liquidity issues. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk. 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, the Fund may experience portfolio turnover in excess of 100%. The greater the portfolio turnover, the greater the transaction costs to the Fund, which could have an adverse effect on the Fund’s performance.
  7. 7. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks.Emerging and developing market investments may be especially volatile.Eurozone investments may be subject to volatility and liquidity issues.The stocks of companies with favorable environmental practices may underperform the stock market as a whole.Small and mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a small-sized or mid-sized company, if any gain is realized at all.Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk.
  8. 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>
  9. 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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