U.S. equities are hovering near record highs and are witnessing an uptick in a number of factors from both at home and abroad that are contributing to greater market risks. However, investors can look to an alternative way to participate on any upside potential while limiting the downside risks.
On the upcoming webcast, Revenue Weighting—A Smarter Way to Own the Market, David Mazza, Head of Investment Strategy, Beta Solutions at OppenheimerFunds, Frank Vallario, Portfolio Manager, Beta Solutions for OppenheimerFunds, will delve into an alternative index-based strategy that may act as a smarter way to own the market.
Revenue weighting provides the same broad coverage of the market as market cap-weighting, , is a pure indicator of value and has shown to potentially maintain stable sector exposure during market price swings. The result is a portfolio with potentially better risk-adjusted returns over the long term.
Financial advisors who are interested in learning more about a revenue-weighted investment approach can register for the Tuesday, September 26 webcast here.
Carefully consider fund investment objectives, risks, charges and expenses. Visit oppenheimerfunds.com or call your advisor for a prospectus with this and other fund information. Read it carefully before investing.
The alternate revenue weighting approach employed by the Funds, while designed to enhance potential returns, may not produce the desired results.
OppenheimerFunds is not affiliated with ETF Trends.