Institutional Investors and Their Intermediaries

Through our subsidiary, OFI Global, we deliver a broad range of solutions, spanning asset classes, to institutional investors. Meetings with institutions and their consultants are structured so that we can develop a full understanding of client needs and also offer our latest thinking on portfolios, global markets and asset classes.

Our portfolio management teams communicate with clients regularly through commentaries and in-person portfolio reviews.

Dedicated teams that support each institutional client include a relationship manager, as the primary point of contact to provide all investment strategy and firm updates, and client service managers, who coordinate client reporting and address operational account matters.