Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.
This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
A flexible, tax-advantaged 529 plan that allows you to invest for future education goals.
Portfolio Perspective / 2.11.19
Emerging markets have potential for brighter 2019
The Ivy Emerging Markets Equity Fund managers say the main headwinds for emerging markets in 2019 are idiosyncratic risks that affect relatively few countries. They think several key factors create a brighter outlook in 2019.
Portfolio Perspective / 2.11.19
Five reasons for high yield in 2019
As proven investors in the high yield space, we understand recent concerns about a slowing global economy. Chad Gunther, portfolio manager of Ivy High Income Fund, believes there are five reasons high yield offers potential opportunities for investors in 2019.
Market Perspective / 1.31.19
China still seeks growth while navigating new challenges
Technology and health care companies are changing the world through innovation. Our Ivy Live panel shared trends and ideas that caught their attention after attending CES and the J.P. Morgan Healthcare Conference, and what it all could mean for investors in 2019.
Webcasts / 02.01.19
Shrinking the Retirement Income Gap with HSAs
Discover what Health Saving Accounts are, the benefits they offer and how they can be utilized to pay for eligible health care expenses on a tax-free basis – both today and in retirement.
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
The Infinite Loop®
The influences shaping today’s global marketplace aren’t just interrelated — they’re interdependent. And as
the world’s economies evolve, growth and change create opportunities for the right companies willing to rise
to the occasion. This creates a loop of potential financial opportunity. It begins with global rebalancing, as emerging markets gain greater influence on the world. This creates increased demand
for raw materials and resources. As these nations continue to develop, the need for innovation and
transformation increases. Many times, it’s great American companies that meet the demands of
these developing countries. And the cycle continues. Based on the world’s economic needs and the companies
that meet them, the potential for financial opportunity appears endless.
The world’s economy is changing and shifting away from growth dominated in the United States. We see
vast potential in developing and emerging nations where economic systems allow the people to tap their
own resources and increase their standards of living.
Growing economies in emerging markets contribute to the success of many great American companies. As U.S.
companies increase the export of goods and services to global markets, they are poised to reap the