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Global Allocation

Focus

The strategy seeks to achieve attractive total returns without taking undue risk by dynamically allocating across a variety of asset classes with a short-to-medium term horizon.

Investment Approach

The strategy’s process is centered around top-down analysis that allows us to develop views across asset classes by focusing on three distinct drivers of risk and return: macro regimes, the risk environment and valuation. Based on these views, we then seek to benefit from short-to medium-term market opportunities by allocating across a variety of asset classes via the firm’s bottom-up actively managed strategies. We continuously monitor the portfolio’s positioning and actively manage risk by employing a variety of hedging strategies.

Global allocation infographic 1

Risk Management

Financial markets regularly deliver surprises, unanticipated events and reactions that can create near-term havoc, as well as near-term opportunities. To prepare for the unexpected, we seek to actively manage risk. To manage risks in the Portfolio, we regularly perform stress tests and scenario analyses to identify potential vulnerabilities.

Available Vehicles

Other Types

For a suite of investment vehicles beyond mutual funds, please visit OFIglobal.com. OFI Global Asset Management™, an OppenheimerFunds company, delivers the firm’s investment expertise and solutions to institutional and high-net worth investors.

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