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
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):
Offers private managed accounts?
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*Note: Assets under management are prone to fluctuation so the figures here are either the best available or last submitted by included managers. There is an element, albeit small, of insurance debt within this combined AuM.The Artemis Insurance-Linked Securities Investment Managers & Funds Directory is copyright © Steve Evans Ltd. Reproduction or publication without permission is not permitted. Use of this information within a commercial product, or for profit, without a license is strictly prohibited. Contact us if you would like to use this content or to discuss licensing.
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