OPPENHEIMER ASSET Overview
Oppenheimer Asset Management In is an investment advisor that manages 13.5 BN dollars in regulatory AUM and has 115 employees, of which 25 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/31/18. The fund's latest filing disclosed 4BN in positions, representing 30% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/31/18. The fund's latest filing disclosed 4BN in positions, representing 30% of the manager's regulatory AUM.
OPPENHEIMER ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OPPENHEIMER ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 2.68% | Tech | 14.69% | 0.19% | 0 | 40% | ||
| JPM | 1.62% | Financials | 12.76% | 0.07% | 0 | 30% | ||
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FEATURED IN
OPPENHEIMER ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Albert G. Lowenthal | Chairman/Ceo | October-1985 |
| Deborah Kaback | Chief Legal Officer | June-2003 |
| Dennis P. Mcnamara | Secretary/Director | January-2003 |
| Jeffrey Alfano | Cfo | March-2010 |
| James A. Capezzuto | Cco | February-2015 |
| Bryan E. Mckigney | President | April-2015 |
| John C. Karsen | Chief Operations Officer | April-2015 |
| Stephen C. Beach | Chief Compliance Officer | February-2005 |
| John A. Blau | President | July-2013 |
OPPENHEIMER ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OPPENHEIMER ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Consulting Services
OAM recommends managers or mutual funds based on strategic asset allocation as well as review of the managers. OAM uses the BarraOne risk model to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The Barra One risk model is an analytic tool that assists OAM in evaluating a manager’s style consistency. OAM compares a manager’s description of its investment process to the quantitative analysis generated through BarraOne. OAM uses a proprietary analytic tool to analyze a potential investment strategy within the context of a larger portfolio for diversification and correlation to the existing strategies. OAM uses historical performance analysis and analyzes holdings and return data. OAM also analyzes investment styles in up and down market cycles and in various credit cycles.
Fixed Income Accounts
OIA manages fixed...
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Consulting Services
OAM recommends managers or mutual funds based on strategic asset allocation as well as review of the managers. OAM uses the BarraOne risk model to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The Barra One risk model is an analytic tool that assists OAM in evaluating a manager’s style consistency. OAM compares a manager’s description of its investment process to the quantitative analysis generated through BarraOne. OAM uses a proprietary analytic tool to analyze a potential investment strategy within the context of a larger portfolio for diversification and correlation to the existing strategies. OAM uses historical performance analysis and analyzes holdings and return data. OAM also analyzes investment styles in up and down market cycles and in various credit cycles.
Fixed Income Accounts
OIA manages fixed...
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OPPENHEIMER ASSET Portfolio Concentration
OPPENHEIMER ASSET Location
85 BROAD STREET
NEW YORK, New York
UNITED STATES, 10004
NEW YORK, New York
UNITED STATES, 10004
OPPENHEIMER ASSET Contact Information
Phone Number: 212-667-4395
Fax Number: 212-667-4959
Website: null
Fax Number: 212-667-4959
Website: null
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