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 09/30/16. The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.

OPPENHEIMER ASSET StockAlpha

-1.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OPPENHEIMER ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TIP 100% ETF -2.83% -3.3% 0 6%
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FEATURED IN
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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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OPPENHEIMER ASSET Portfolio Concentration

OPPENHEIMER ASSET Location

85 BROAD STREET
NEW YORK, New York
UNITED STATES, 10004

OPPENHEIMER ASSET Contact Information

Phone Number: 212-667-4395
Fax Number: 212-667-4959
Website:

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