OFI Institutional Asset Management


	Market Reviews and Research Papers
			Fiscal Year 2008 U.S. Equity Market Review (August 2008) (267KB: 17 pages) Mindful that many plan sponsors work on a June 30 fiscal year, this review of the U.S. equity market covers the trailing four quarters through June 30, 2008. Presentation in slide format. Highlights include: S&P 500 Down -14.9% for Trailing Year, on the Threshold of a Bear Market; Growth Bested Value; Economic Growth Expected to Slow Over Coming Year.
			Second Quarter 2008 Securities Markets Review (July 2008) (293KB: 20 pages) Our quarterly review of U.S. and Global Securities Markets.
			Second Quarter 2008 Size & Style Analysis (July 2008) (144KB: 4 pages) Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
			Second Quarter 2008 Fixed Income Review (July 2008) (270KB: 15 pages) Our quarterly review of the U.S. Fixed Income Market.
			Second Quarter 2008 OFII NewsBrief (July 2008) (67KB: 1 page) A quarterly update to the investment consultant community.
			Are Commodities 'The Right Stuff' for Your Portfolio? (June 2008) (426KB: 4 pages) Our article published in the June 2008 edition of Institutional Investor.
			First Quarter 2008 Size & Style Analysis (May 2008) (150KB: 4 pages) Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
			First Quarter 2008 Fixed Income Review (April 2008) (273KB: 15 pages) Our quarterly review of the U.S. Fixed Income Market.
			First Quarter 2008 Securities Markets Review (April 2008) (303KB: 20 pages) Our quarterly review of U.S. and Global Securities Markets.
			Presidential Elections and Market Returns (March 2008) (166KB: 6 pages) This timely whitepaper explores possible correlations between presidential elections and market impact, to include the uncanny connection between bear markets and presidential cycles, as well as the possible relationship between the political party in power and market returns.
			First Quarter 2008 OFII NewsBrief (March 2008) (70KB: 1 page) A quarterly update to the investment consultant community.
			2007 Size & Style Chartbook (March 2008) (450KB: 56 pages) The Size & Style Chartbook represents a comprehensive style analysis of domestic equities using proprietary indexes dating back to 1968. The review documents the movements of large-, mid-, and small-cap stocks in the growth and value styles over five complete market cycles. Underlying data available in a spreadsheet format upon request.
			Fourth Quarter 2007 OFII NewsBrief (February 2008) (65KB: 1 page) A quarterly update to the investment consultant community.
			Fourth Quarter 2007 Size & Style Analysis (February 2008) (145KB: 4 pages) Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
			Calendar 2007 Securities Markets Review (January 2008) (213KB: 21 pages) Our year end review of U.S. and Global Securities Markets.
			2007 Fixed Income Year End Review (January 2008) (467KB: 32 pages) Our year end review of the U.S. Fixed Income Market.
			Third Quarter 2007 Size & Style Analysis (October 2007) (152KB: 4 pages) Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
			Third Quarter 2007 Fixed Income Review (October 2007) (234KB: 13 pages) Our quarterly review of the U.S. Fixed Income Market.
			Third Quarter 2007 Securities Markets Review (October 2007) (214KB: 19 pages) Our quarterly review of U.S. and Global Securities Markets.
			Second Quarter 2007 Fixed Income Review (July 2007) (197KB: 13 pages) Our quarterly review of the U.S. Fixed Income Market.
			Second Quarter 2007 Securities Markets Review (July 2007) (241KB: 20 pages) Our quarterly review of U.S. and Global Securities Markets.
			Fiscal Year 2007 U.S. Equity Market Review (July 2007) (194KB: 15 pages) Mindful that many plan sponsors work on a June 30 fiscal year, this review of the U.S. equity market covers the trailing four quarters through June 30, 2007. Presentation in slide format. Highlights include: S&P 500 Up 18.4% for Trailing Year; Value Beat Growth, But Gap Narrowing; Equal-Weighting Outperformed but Market Leadership Narrowing; Presidential Election Cycle Has Positive Implications for Stocks; Yield Curve More Normal.
			Second Quarter 2007 Size & Style Analysis (July 2007) (136KB: 4 pages) Our quarterly review of the 3,000 largest U.S. stocks based on size/style classifications.
			Small Cap Premium—Is There Still Room to Grow? (July 2007) (102KB: 9 pages) Small-cap stocks have outperformed large-cap stocks in each of the past eight calendar years. This whitepaper examines whether small cap is currently overvalued relative to large cap, or if there remains sufficient opportunity in the small-cap segment of the market.
			Archived Papers First Quarter 2007 Fixed Income Review (April 2007) First Quarter 2007 Size & Style Analysis (April 2007) First Quarter 2007 Market Review (April 2007) Calendar 2006 Securities Markets Review (January 2007) Calendar 2006 U.S. Equity Market Review (January 2007) Fourth Quarter 2006 Size & Style Analysis (January 2007) The MSCI 1750 Index (December 2006) Third Quarter 2006 Market Review (October 2006) Third Quarter 2006 Size & Style Analysis (October 2006) Information Ratio: Use and Interpretation (August 2006) 2006 Fiscal Year U.S. Equity Market Review (July 2006)

Privacy Policy | Disclosures | Site Map

© 2008, OFI Institutional Asset Management. All rights reserved. OFI Institutional Asset Management refers to OFI Institutional Asset Management, Inc. and the other members of the OFI Institutional Asset Management organization. This site has been created for institutional investors in the United States. If you are not an institutional investor, please visit www.oppenheimerfunds.com for a wide range of information about personal investing.