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OFI Institutional Asset Management

OFI Institutional Asset Management is one of the leading asset management firms in the United States of America. It is owned by OppenheimerFunds and has been a prominent name in the industry for a considerable length of time. OFI Institutional Asset Management focuses on providing customized asset management solutions to their clients.
Client Group of OFI Institutional Asset Management
OFI Institutional Asset Management primarily offers its services to a considerable number of business enterprises. The client base of OFI Institutional Asset Management has been going up in the recent years. At present, the client group of OFI Institutional Asset Management is made up of the following entities:
  • Sub-advisory Relationships
  • Benefit Plans
  • Foundations
  • Contribution Plans
  • Taft-Hartley Funds
  • Endowments

Services of OFI Institutional Asset Management
The services of OFI Institutional Asset Management are provided in the following categories:
  • Domestic Equities
  • Commodities
  • International Equities
  • Fixed Income
The following services are provided by OFI Institutional Asset Management in the Domestic Equities section:
Quantitative
  • Large Cap Value
  • Small Cap Growth
  • Large Cap Core
  • Enhanced Index – LCV
  • SMid Cap Value
  • Enhanced Index – LCC
  • Small Cap Value
  • Enhanced Index – LCG
  • Small Cap Core
  • 120/20 Large Cap Core
  • Small Cap Core II
Fundamental
  • Large Cap Value
  • Small Cap Growth
  • Small Micro Cap Core
  • Cap Relative Value
  • Micro Cap Value

OFI Institutional Asset Management provides the following services in the International Equities section:
  • Global Equity
  • Global Opportunities
  • International Equity
  • Global Opportunities Equity Only
  • Emerging Markets Equity

OFI Institutional Asset Management provides the following services in the Fixed Income section:
  • Alpha Plus
  • Core
  • Short Duration
  • Core Plus
In the Commodities section, OFI Institutional Asset Management offers Commodities Strategy services to its various clients.
Contact Details:
OFI Institutional Asset Management
470 Atlantic Avenue, 11th Floor
Boston, MA 02210-2208
Phone: 617.897.3517
Fax: 617.897.3917

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