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THE DCIOs

NAPA FIRM PARTNERS

OPPENHEIMERFUNDS 225 LIBERTY STREET • NEW YORK, NY 10281 • oppenheimerfunds.com KEY CONTACTS:

aul Temple • 212. 2 .511 • ptemple ofiglobal.com

FIRM PROFILE

Oppenheimer unds o ers a broad, deep range o domestic and international equity, fi ed income, and alternative investment strategies. Our heritage in retirement plans provides us ith insights that in orm plan design, anticipate plan sponsor concerns and help reali e success ul plan outcomes. Our seasoned retirement pro essionals can help you and your clients adapt to ne regulations, support your e orts to build or ard thinking, diversified und lineups, and help plan sponsors and their participants achieve their goals. Our e pertise helps you ocus on your retirement advisory business. This makes us di erent. nd it makes us a resource or you and your business.

ASSETS MANAGED

PRIMARY MARKET(S) SERVED

TOTAL AUM so 0 1 ........................................................... $247,100,000,000

• Micro [< $1 million] • Small $1 $10 million • Mid $10 $100 million • Large $100 $250 million • Mega $250 million

TOTAL DCIO ASSETS so 0 1 ............................................................$38,200,000,000

ASSET ALLOCATION FUNDS

• Capital Income • lobal llocation • lobal Multi sset ro th • lobal Multi sset Income • ort olio eries ctive llocation • ort olio eries Conservative Investor • ort olio eries quity Investor • ort olio eries Moderate Investor

DCIO ASSETS BREAKDOWN

Collective Trusts: ......... 2.5% Money Market: ..............1.1% Mutual Funds: ............. 91.6% Separate Accounts: ......4.8%

ADVISOR SUPPORT SERVICES

• ternal Wholesalers ocused on dvisors • ternal Wholesalers ocused on Institutional • Compliance Support • lan enchmarking • Target Date valuation Tools • Investment Committee Meetings

TOP 5 FUNDS BY DC ASSETS s o 01 1. Developing Markets Total ssets ............................................................. $12, 00,000,000 ast Year e und lo .......................................$ ,000,000,000 2. International Growth Total ssets ..............................................................$ , 00,000,000 ast Year e und lo ...................................... $2,000,000,000 3. Global Total ssets ............................................................. $4, 00,000,000 ast Year e und lo ..........................................$ 00,000,000 4. Global Opportunities Total ssets ............................................................. $1, 00,000,000 ast Year e und lo ..........................................$500,000,000 5. International Small Company Total ssets .............................................................. $1,400,000,000 ast Year e und lo ..........................................$400,000,000

NO. OF EXTERNAL WHOLESALERS

DC: 12 Retail: 77

16 NAPA BLACK BOOK

BB_WIN18_06-43_DCIOs.indd 16

2018

11/27/18 9:22 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.