OFI Global Asset Management

The Artemis Insurance-Linked Securities Investment Managers & Funds Directory is a one-stop resource for information on insurance or reinsurance linked investment managers and their ILS fund strategies.

OFI Global Asset Management - snapshot

  • ILS manager or company name: OFI Global Asset Management
  • Location (HQ / Domicile): New York
  • Date of launch: June 2008 (dedicated cat bond strategy)
  • Assets under management *: $530 million (As at 31st Jan 2019)
  • Website link: OFI Global Asset Management website

OFI Global Asset Management - Details

Company profile:

OFI Global Asset Management has one of the longest histories in the asset class as an ILS manager, dating back to 1997 when it began investing in cat bonds for one of its strategic income funds.  OFI Global has managed a dedicated cat bond strategy since 2008, and continues to manage ILS assets across strategic allocation and multi-asset portfolios for both sophisticated high-net-worth (HNW) and institutional investor clients.

OFI Global Asset Management (“OFI Global”) consists of OppenheimerFunds, Inc. and certain of its advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global Institutional Inc., OFI SteelPath Inc., OFI Global Trust Company, SNW Asset Management, LLC and OFI Advisors, LLC. The firm offers a full range of investment solutions across equity, fixed income and alternative asset classes. As at 31 January 2019, the firm managed $226 billion in assets.

Team size and structure:

Caleb Wong is the senior portfolio manager for ILS and has managed OFI Global’s ILS investments since 1997. Caleb’s team includes a dedicated senior quantitative analyst and portfolio implementation analyst. The ILS team is further supported by the broader Global Asset Allocation and Alternatives investment teams.

Number of strategies (how many funds, sidecars or strategies):

3

Offers private managed accounts?

Yes

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The Artemis Insurance-Linked Securities Investment Managers & Funds Directory is provided as-is. Best efforts are made to ensure the contents are accurate at the time of publication but there may be some omissions. Please contact Artemis should you require a change to your listing.