Oppenheimer fund.

Since the original Oppenheimer fund was first offered to the public in 1959, OppenheimerFunds, Inc., has grown into one of the largest and most reputable investment management firms in the country.

Today, a subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual), OppenheimerFunds and its subsidiaries offer a broad array of products and services to individuals, institutional investors and corporations worldwide.

The Company’s product offerings include mutual funds, separate accounts, institutional solutions, 529 plans and retirement accounts. Investments are diversified across asset classes for Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs).

OppenheimerFunds has helped investors pursue their financial goals for more than half a century.

Arthur P. Steinmetz
Chairman, CEO and President

Art Steinmetz serves as Chairman, Chief Executive Officer and President of OppenheimerFunds. He has had a long and distinguished career at the firm, holding a number of positions, including Chief Investment Officer and Chief Investment Officer, Fixed Income. Art’s insights on the markets and investing are frequently sought by media outlets including CNBC, Barron’sand The Wall Street Journal.

Art joined OppenheimerFunds as an Analyst in 1986. His trajectory within the firm truly took hold when he created and launched in 1989 the Oppenheimer Global Strategic Income Fund. It was one of the first multi-sector bond funds in the industry.

OppenheimerFunds’ growth strategy is rooted in Art’s long-held belief that an active, high conviction approach to asset management benefits investors. His strategy includes innovative and differentiated product solutions and the ability to change people’s perspectives by delivering unconventional insights.

Additionally, Art is passionate about advancing financial and mathematical literacy—which he believes are essential elements of the next generation’s success. He plays an active role in shaping OppenheimerFunds’ philanthropic initiatives and serves on the Board of Trustees of the National Museum of Mathematics (MoMath) in New York City. Art is a David Rockefeller Fellow at the Partnership for New York City.

Prior to OppenheimerFunds, he worked as an Analyst at PaineWebber and served in the United States Air Force. He holds an M.B.A. in Finance from Columbia Business School and graduated Phi Beta Kappa from Denison University with a B.A. in Russian language and Slavic Studies.

Turning our unconventional wisdom into value for investors begins with a commitment to ensuring we have the right people to make it happen-individuals who bring unique knowledge, global perspectives and diverse insights.

At OppenheimerFunds, we leverage differing opinions, mandate collaboration, and embrace the entrepreneurial spirit to promote the high conviction, forward thinking culture necessary to advance our mission. After all, we know that great ideas are not the responsibility of a few. They are found at every level, in every department, across the Company. We foster the professional and personal growth of our employees by providing unique learning opportunities and an exceptionally supportive environment. And our size allows us to be more nimble and less bureaucratic, a competitive advantage that gives each of us an opportunity to make a significant impact.

Our Values

We measure our success not only by what we achieve, but how we achieve it. Our Corporate Values form the foundation of how we conduct business, defining the attitudes and philosophies that guide our Company. OppenheimerFunds remains deeply committed to Excellence, Integrity, Collaboration and Passion, and as we continue to grow, these values remain the core of our mission.

Excellence

We pursue excellence in all that we do, across all business lines, at every level and in every position. Driven to be the best, we embrace challenges and look for opportunities to innovate, striving to exceed the expectations of our clients.

Integrity

Integrity is fundamental to our organization: Our business and reputation are built on acting in the best interest of investors. We always do what is fair, honest and honorable. More simply, we do the right thing.

Collaboration

Collaboration is the creative spark of the individual unselfishly shared with others. It focuses on a common goal and is achieved through our diverse ideas, skills and experiences. No single group is responsible for our success. Our teams celebrate the entrepreneurial spirit. Our people want to help each other succeed.

Passion

We approach our work with conviction and a strong desire to win-holding ourselves and each other accountable for our actions, and continuously reaching for outstanding results. We make disciplined decisions, act with a sense of urgency, and communicate openly, honestly and courageously. This allows us to anticipate and respond to the needs of our investors, business partners and colleagues.

Facts

Founded in 1959

Approximately 2,000 employees

Our Clients: Financial Advisors, Plan Sponsors, Institutions, and Consultants

Products: Mutual Funds, Education Savings Plans, Individual Retirement Plans, Collective Investment Trusts, Variable Insurance Trusts, Separate Accounts

Distinct collaborative investment teams: Equity: Global, Growth, Core, Value; Fixed Income: Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds; Alternatives: Multi-Strategy, Commodities, Real Estate, MLPs; and Cash Strategies

Primary Office Locations: Denver, CO; New York, NY; Rochester, NY; Dallas, TX;

Subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)