Oppenheimer 60th Anniversary - 69

January 4

2018

The Dow Jones Industrial
Average tops 25,000 for
the first time in history.

2019

OppenheimerFunds looks to
the future as part of Invesco.

service from OppenheimerFunds.

of any bank, are not guaranteed by any bank, are not insured
Shares of Oppenheimer funds are not deposits or obligations
including the possible loss of the principal amount invested.
by the FDIC or any other agency, and involve investment risks,

should carefully consider a fund's investment objectives, risks,
Before investing in any of the Oppenheimer funds, investors
contain this and other information about the funds,
charges and expenses. Fund prospectuses and summary prospectuses
oppenheimerfunds.com or calling 1.800.CALL OPP (225.5677).
and may be obtained by asking your financial advisor, visiting
investing.
Read prospectuses and summary prospectuses carefully before
Oppenheimer funds are distributed by OppenheimerFunds Distributor,
225 Liberty Street, New York, NY 10281-1008
© 2018 OppenheimerFunds Distributor, Inc. All rights reserved.

Inc.

October 18, 2018

OppenheimerFunds Joins Invesco Pending Regulatory Approvals

2016

Acquisition Brings Expanded Offering to Clients

2018

On October 31, 2016,
OppenheimerFunds' Art

OppenheimerFunds
partners with Pictet
Asset Management
to launch the OFI
Pictet Global
Environmental Fund.

Steinmetz and Sharon French
ring the closing bell at the
NYSE to celebrate the launch
of the firm's two ESG ETFs.

OppenheimerFunds
hires Sharon French
as head of Beta
Solutions.

2016

George Evans and
OppenheimerFunds celebrate
the 20th anniversary of
Oppenheimer International
Growth Fund.

"The joining of Invesco and OppenheimerFunds will offer clients best-in-class solutions and draw on the trusted,
consultative approach that has characterized both of our companies," said John McDonough, Head of Distribution
and Marketing at OppenheimerFunds. "With this expanded, diversified suite of investment solutions, we can further
help clients achieve their investment goals over the long term."
In addition to the expanded client offerings, both firms value strong corporate culture and active employee engagement, including through Internal Training, Diversity & Inclusion programs and Philanthropy & Community outreach.
MassMutual acquired OppenheimerFunds in 1990, growing the asset manager from $14 billion to more than $240
billion in AUM. Both firms would benefit from the scale and enhanced growth prospects that result from this combination, and be better equipped to offer a more diversified suite of products, strategies and services to a combined client
base. MassMutual will maintain an ownership stake in the new entity.

Subject to customary closing conditions, including, receipt of required regulatory approvals, this transaction
is expected to close in the second quarter of 2019. Until that time, clients can expect to receive uninterrupted

2017

2018
2017 OppenheimerFunds
expands Nonresident Client
Consultant team in Miami.

Invesco (NYSE: IVZ), which manages more than $980.9 billion in assets on behalf of clients worldwide (as of
September 30, 2018) has specialized investment teams managing investments across a comprehensive range of
asset classes, investment styles and geographies. With an on-the-ground presence in 25 countries, the firm's nearly
7,000 employees are focused on client needs across the globe.
Founded in 1959, OppenheimerFunds is a pioneer in global investing, having launched the first US-based
global equity strategy in 1969. The firm, including its subsidiaries, manages more than $246 billion in assets
(as of September 30, 2018). OppenheimerFunds' 16 investment management teams specialize in equity, fixed
income, alternative and multi-asset strategies as well as factor, multi-factor and revenue weighted ETF strategies
including ESG. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients,
who range from financial advisors and individual investors, as well as pensions and endowments serviced by
OFI Global Asset Management.

"We have long held OppenheimerFunds' people and strong investment performance track record in high
regard," said Martin L. Flanagan, President and CEO of Invesco. "The combination with OppenheimerFunds and
the strategic partnership with MassMutual would meaningfully enhance our ability to meet client needs, accelerate
growth and strengthen our business over the long term."

2017 OppenheimerFunds
acquires SNW Asset Management.
The transaction expands
OppenheimerFunds' fixed income
offering into high quality municipal
bonds and customized separately
managed accounts.

2016

OppenheimerFunds, a leading asset manager, is expected to be acquired by Invesco, pursuant to an agreement
reached with OppenheimerFunds' parent company MassMutual. The combined group would exceed $1.2 trillion
AUM, and be the sixth largest US investment manager, and 13th largest investment manager globally. The new
entity will offer clients an expanded, diversified suite of investment solutions, pending regulatory approvals.
"For nearly 60 years, OppenheimerFunds has been at the forefront of offering innovative investment products and
solutions to clients," said Art Steinmetz, Chairman and CEO of OppenheimerFunds. "We are excited about this
combination with Invesco, as it builds on our complementary cultures and the commitment we both have to putting
clients first. This agreement will enable us to leverage economies of scale and expand and diversify our investment
offerings, all to the benefit of our combined clients."

2017 OppenheimerFunds forms
a joint venture with the Carlyle
Group to provide global private
credit opportunities for high net
worth (HNW) investors and advisors
primarily focused on the U.S. market.

2019

June 2018 OppenheimerFunds celebrates
the 25th anniversary of the Spiro Awards.

2017

OppenheimerFunds commits
to UN-supported Principles for
Responsible Investment.

August

2017

OppenheimerFunds opens
its headquarters for Europe,
the Middle East, and Africa
(EMEA) in London.

2017

OppenheimerFunds
launches "Challenge the
Index" brand campaign.

2018

A decade after the worst
financial crisis since the
Great Depression, the
economy has recovered,
sustaining the longestrunning bull market in
history.

The Right Way to Invest: 60 Years of OppenheimerFunds * 69

Oppenheimer 60th Anniversary

Table of Contents for the Digital Edition of Oppenheimer 60th Anniversary