OppenheimerFunds

Kirti Srikant, VP, Head of Brand & Advertising
Hailey Brent, Brand Manager

Havas Media *Lead Agency

Kelly Leach, SVP, Group Account Director
Susan Parsons, VP, Director

MRM // McCann

Neil Frauenglass, EVP
Maria Parodi, Brand Strategist

Coffee Inc.

There are thousands of mutual funds with similar market performance making it difficult for firms like OppenheimerFunds to stand out. To differentiate the brand from decades of industry marketing focused on mundane facts such as performance and risk, OppenheimerFunds was determined to tackle issues of emotion in investing since historically the concept of “feelings” has been a tough sell.  The Optimist Index scientifically quantified for the first time emotional triggers that harm a portfolio while positioning OppenheimerFunds as a leader willing to tackle subjects its competitors would not dare try.