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MFWire: OppenheimerFunds, Oppenheimer MainStreet
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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OppenheimerFunds, Inc.
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225 Liberty Street
11th Floor
New York, NY 10281
Google Maps
Contact
Main Phone: 303-768-3200
Web Site:
http://www.oppenheimerFunds.com
Mutual Fund Brand(s)
OppenheimerFunds, Oppenheimer MainStreet
Research Links
SEC Fund Filings by CIK
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Background:
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On October 18, 2018, MassMutual agreed to sell OppenheimerFunds to Invesco for more than $5.7 billion in stock. Invesco closed on the deal on May 24, 2019.
On September 9, 2015, OpFunds unveiled a deal to buy VTL Associates [profile], home of the RevenueShares ETFs. The two parties did not immediately reveal the expected timeframe for closing the deal.
Oppenheimer & Co. launched the Oppenheimer Fund, advised by the just-created Oppenheimer Management Corporation, on May 15, 1959. In 1996 it renamed the adviser to OppenheimerFunds. Through the 1960s and 1970s it added several funds to its family, including the Oppenheimer A.I.M. Fund (now Oppenheimer Global Fund) in 1969, Oppenheimer Special Fund (now Oppenheimer Growth Fund), Oppenheimer Money Market Fund, Inc. in 1973 and Oppenheimer Tax-Free Bond Fund (now Oppenheimer AMT-Free Municipals) in 1976 and the Oppenheimer Champion Income Fund in 1979. It launched Oppenheimer Target Fund (now Oppenheimer Capital Appreciation Fund) in 1981. The firm now has 80 internal and 85 external wholesalers.
In 1975, OppenheimerFunds purchased Denver-based Hamilton Management Corporation to create the foundation of its Colorado-based operations.
United Kingdom-based Mercantile House Holdings, PLC purchased Oppenheimer & Co. and its three business units -- Oppenheimer Management Corp. (now OppenheimerFunds, Inc.); Oppenheimer & Co., Inc.; and Oppenheimer Capital Corporation from its partners in 1982.
In 1985 management teams at Oppenheimer & Co., Inc. and Oppenheimer Capital purchased a majority interest in those firms back from Mercantile, thus officially separating their businesses from OppenheimerFunds. In 1987, British & Commonwealth Holdings, PLC, acquired Mercantile. Also in 1987, the fund firm organized the Main Street Funds, Inc. (now Oppenheimer Main Street) as a special "private label" product that could be offered by banks to their customers under the bank's name.
OppenheimerFunds' senior management partnered with Massachusetts Mutual Life Insurance Company to buy out the fund firm from British & Commonwealth. In November 1995, the Company purchased the Quest for Value Funds from Oppenheimer Capital, and in January 1996, OppenheimerFunds purchased muni-bond specialist The Rochester Funds.
In 1997, OppenheimerFunds created an offshore management company, OppenheimerFunds International Ltd., based in Dublin, Ireland, to manage and offer a series of investment companies for non-U.S. investors. In 2007, Baring Asset Management assumed the distribution responsibilities of this 12-fund series now known as Baring OppenheimerFunds plc.
It purchased Trinity Investment Management Corporation in 1999 to provide management of institutional domestic equity portfolios. Trinity serves as the foundation of OFI Institutional Asset Management.
On July 17, 2012, Oppenheimer unveiled a deal to buy Steelpath Fund Advisors, LLC [profile].
In February, 2014, the firm (now frequently referred to as OpFunds) reorganized the distribution structure of seven of its business units under the leadership of John McDonough, who assumed the role of head of distribution in January.
Previous president and chief investment officer Arthur Steinmetz will assume the position of chief executive officer as of July 1, 2014, replacing William Glavin, who will retain the title of chairman.
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Sponsored Opportunities
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Key People:
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Art Steinmetz self employed | Marty Willis DIrector, Girl Scouts of Greater New York | Christopher Leavy
| Jerry Webman OppenheimerFunds, Inc. | Geoffrey Craddock Senior Vice President, Director of Risk Management, OppenheimerFunds, Inc. | Kathleen Beichert SVP, Business Development & Relationship Management at Benetic, Inc., | Matt Straut SVP, Head of RIA Channel, OppenheimerFunds | Mark Vandehey Vice President and Chief Compliance Officer, Oppenheimer Funds | Darren Walsh Executive Vice President, President, OppenheimerFunds Services, OppenheimerFunds, Inc. |
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Story Archive for OppenheimerFunds, Inc.
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Published On
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Story Headline
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5/28/2019
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The Invesco-OpFunds Deal Closes, and More Chips Fall
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Fidelity Both Won and Lost Last Month
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5/3/2019
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The Fundster 401k Roundup, April 12-May 3
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3/22/2019
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Invesco Will Cut 850 OpFunds Jobs In One Location
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3/19/2019
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Bogles' Bunch Dominates Both Sides
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3/12/2019
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Passive Inflows Drive February Growth
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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2/21/2019
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Flows Rebound, and Vanguard Retakes the Lead
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2/8/2019
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Steinmetz Will Leave, But Another Key Exec Won't
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1/31/2019
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1/18/2019
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Only Five Behemoths Netted December Inflows
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1/17/2019
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Only Two Firms Added More Than $10B In 2018
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12/17/2018
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12/11/2018
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11/7/2018
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Nestor Plans a Direxion Sales and Marketing Push
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10/19/2018
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What Invesco Gets Out of OpFunds
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10/18/2018
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Marty Flanagan Makes His Biggest Buy Yet
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10/15/2018
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10/10/2018
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Aberdeen Standard's STAR Shines In Chi-Town
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10/1/2018
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Week In Preview, October 1-7
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9/21/2018
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MassMutual Finds an OpFunds Buyer, But ...
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Week In Preview, September 10-16
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8/10/2018
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Will This $249B Fund Firm Go On the Block?
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7/9/2018
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Week In Preview, July 9-15
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6/7/2018
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OpFunds' Global Cowboy Catches the WSJ's Eye
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5/29/2018
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5/18/2018
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The Fund Firm With the Best Advisor Rep Is ...
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5/14/2018
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Week In Preview, May 14-20
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4/16/2018
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Week In Preview, April 16-22
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4/11/2018
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Active Share Catches a Regulator's Eye
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3/20/2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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1/25/2018
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1/12/2018
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11/27/2017
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11/6/2017
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Week In Preview, November 6-12
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10/16/2017
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7/13/2017
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6/23/2017
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6/19/2017
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McDonough Builds Out a New OpFunds Institute
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6/15/2017
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3/31/2017
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3/27/2017
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3/24/2017
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3/7/2017
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OpFunds Lands on the West Coast and Keeps Hunting
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3/6/2017
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Filings for Fundsters - March 6, 2017
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3/6/2017
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Steinmetz Does a $2.7B Deal
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2/3/2017
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2/1/2017
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Filings for Fundsters - February 1, 2017
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1/20/2017
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12/30/2016
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12/28/2016
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12/7/2016
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Follow the Fundsters - December 7, 2016
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12/6/2016
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11/23/2016
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11/22/2016
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11/18/2016
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10/31/2016
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10/27/2016
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An OpFunds Channel Chief Plans to Hire In These Areas
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10/24/2016
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10/19/2016
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10/18/2016
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9/23/2016
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8/19/2016
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7/25/2016
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Stork and Reaper -- July 25, 2016
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6/10/2016
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M* 2016 Preview
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5/31/2016
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OpFunds Teams Up With Another Fund Firm's Parent
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5/17/2016
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ICI GMM 2016 Is About to Begin
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5/9/2016
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Fundsters Gather to Ponder the Fiduciary Reg
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5/9/2016
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An NYC Dem Tries to Sick the SEC on OpFunds, Calls Out Steinmetz
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4/27/2016
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A Dozen Fund Firms Win in Gotham
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4/25/2016
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Leary Hires a Top Voice for TIAA GAM
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3/28/2016
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Fund Directors Will Gather in D.C. Tomorrow
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3/23/2016
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101 Fund Families Win in Gotham
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2/18/2016
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Steinmetz Shakes Up OpFunds' C-Suite
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1/19/2016
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1/12/2016
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PMs For 12 Fund Firms Catch M*'s Eye
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11/10/2015
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IMPACT 2015 Begins in Beantown
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10/5/2015
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OpFunds Is Establishing an ETF Beachhead
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9/9/2015
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Steinmetz Buys a Smart Beta Specialist
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9/2/2015
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OpFunds' Willis Bets On Beautiful
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8/14/2015
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SSgA Turns Its Flows Around, In a Big Way
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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7/17/2015
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7/13/2015
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This Is What Goldman Paid Buddy Donahue ... and This Is How He Invests
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6/18/2015
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WisdomTree and SEI Won Big In May
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5/20/2015
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SEC Targets At Least Two Fund Firms Over Sub-TAs
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4/17/2015
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7 Titans Swallow 88 Percent of Inflows
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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11/21/2014
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The Ten Biggest Fund Shops Now Control 58 Percent of the Assets
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10/22/2014
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OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
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3/11/2014
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The Adventures of Tom Winnick Continue
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1/6/2014
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An OpFunds PM Jumps Groups
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1/3/2014
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FT Nods at Some Small Caps
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12/30/2013
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12/17/2013
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Steinmetz Takes Reins of OpFunds
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12/5/2013
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Single State Muni-Fundsters' Quirks Catch WSJ's Attention
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12/2/2013
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Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie
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10/28/2013
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OpFunds Adds Three Marketing Honchos
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10/25/2013
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SEC Pokes Around Industry Over Puerto Rico
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10/22/2013
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M* Profiles Six Funds That Go to the Extreme
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10/18/2013
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OpFunds Builds Global Multi-Asset Team
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10/14/2013
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OpFunds Changes a Fund's Name and Strategy
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10/14/2013
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kasina: Advisors Want You Online, Big Time
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10/11/2013
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Vanguard Kicks More Ass
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9/26/2013
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OpFunds Kicks Up Advisor Internet Presence
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9/23/2013
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Seen and Heard at the 2013 NICSA GMM
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9/4/2013
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Oppenheimer Capital Income Fund Plans Strategy Shift
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8/30/2013
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OpFunds Settles Muni Bond Lawsuit
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8/26/2013
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OpFunds Floats a New Fund
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8/22/2013
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OpFunds Shuts Down a Fund
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8/21/2013
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OpFunds, Putnam Win Industry Awards
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8/12/2013
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OpFunds Adjusts Six Funds
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7/10/2013
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Muni Meltdown Hits OpFunds and Fido Hardest
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7/1/2013
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OpFunds Launches a New Fund
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6/28/2013
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OpFunds Amends a Fund's Pricing
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6/28/2013
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OpFunds Rebrands a Smid-Cap Fund
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6/19/2013
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Vanguard Wins Again
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6/6/2013
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A PM Joins an OpFunds Commodity Offering
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6/6/2013
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OpFunds Adds a Money Fund PM
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6/3/2013
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Glavin Picks a Prez
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5/20/2013
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