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Investment Strategies

Investment Strategies
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Equity

Fixed Income

Smart Beta

Revenue Weighted Strategy

Name & Description Strategy
Inception Date

Revenue Weighted Dividend

The OFI Global Revenue Weighted Dividend strategy invests in the securities in the S&P 900 with the highest trailing dividend yield. Each of these securitues is then weighted by top line revenue, instead of market capitalization.

September 30, 2013

Revenue Weighted ESG

The OFI Global Revenue Weighted ESG strategy provides access to the top 50% of securities in the S&P 500 Index by ESG score, excluding those with a detrimental score for controversies, and is weighted by top line revenue instead of market capitalization.

October 31, 2016

Revenue Weighted Global ESG

The OFI Global Revenue Weighted Global ESG strategy provides access to the top 50% of securities in the MSCI All Country World Index by ESG score, excluding those with a detrimental score for controversies, and is weighted by top line revenue instead of market capitalization.

October 31, 2016

Revenue Weighted Large Cap

The OFI Global Revenue Weighted Large Cap strategy provides access to the same securities as the S&P 500 Index, weighted by top line revenue instead of market capitalization.

February 19, 2008

Revenue Weighted Mid Cap

The OFI Global Revenue Weighted Mid Cap strategy provides access to the same securities as the S&P MidCap 400 Index, weighted by top line revenue instead of market capitalization

February 20, 2008

Revenue Weighted Small Cap

The OFI Global Revenue Weighted Small Cap strategy provides access to the same securities as the S&P SmallCap 600 Index, weighted by top line revenue instead of market capitalization.

February 21, 2008
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