OppenheimerFunds and Greenwich Associates Launch New Research on the Future of Global Equities

NEW YORK and LONDON, Nov. 1, 2018 /PRNewswire/ -- OFI Global Asset Management, an OppenheimerFunds company, and Greenwich Associates today announced the launch of "The Future of Global Equity," a new research report on the role of global equity in institutional investor portfolios.

The joint research study is based on interviews with 157 senior investment professionals from a mix of corporate pensions, public pensions, endowments, foundations and defined contribution plans with at least $250M of assets from the United States, United Kingdom, Denmark, Finland, Norway and Sweden.

Expanding on insights from the firm's previous institutionally focused research with Greenwich, the new study shows that actively managed global equity strategies will continue to be important to these investors to generate returns for their portfolios.

"Despite a growing emphasis on de-risking among large institutional asset owners, the need to generate returns and meet future funding targets remains paramount across all three of the regions we surveyed," said John McDonough, Head of Distribution and Marketing at OppenheimerFunds.

Underscoring the continued search for alpha, the study showed a growing willingness among investors to move beyond benchmark constraints to provide active managers the freedom to exercise their stock-picking expertise and better reach the level of returns these investors need from their risk allocations.

These investors are also increasingly willing to sacrifice diversification to focus on a select number of companies that managers believe have the greatest potential to deliver returns.

The research also found that confidence in active managers is high across all regions, with a total of 80% either planning to make no change (64%) or increase (16%) the degree to which they use active managers three years from now.

Interviews were conducted by Greenwich Associates with 157 institutional investors from the US and Europe between April and July 2018.

To read the report visit: The Future of Global Equity.

About OFI Global
OFI Global Asset Management (OFI Global), an OppenheimerFunds company, consists of OppenheimerFunds, Inc. and certain of its advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global Institutional Inc., OFI SteelPath Inc., OFI Global Trust Company, SNW Asset Management, LLC and OFI Advisors, LLC. The firm offers a full range of investment solutions across equity, fixed income and alternative asset classes.

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 $246 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of September 28, 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 pensions and endowments 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.

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For Institutional Use Only. This material may not be further distributed or reproduced and may not be shown to, quoted or used with retail investors.

OFI Global Asset Management ("OFI Global") consists of OppenheimerFunds, Inc. and certain of its advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global Institutional Inc., OFI SteelPath Inc., and OFI Global Trust Company and VTL Associates LLC. The firm offers a full range of investment solutions across equity, fixed income, and alternative asset classes. The views herein represent the opinions of OFI Global and are subject to change based on subsequent developments. They are not intended as investment advice or to predict or depict the performance of any investment. The material contained herein is not intended to provide, and should not be relied on for, investment, accounting, legal or tax advice. Further, this material does not constitute a recommendation to buy, sell, or hold any security. No offer or solicitation for the sale of any security or financial instrument is made hereby.

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