The global economy was sluggish through the first quarter of 2019. Get Ivy's view on key issues that have slowed growth and the possibility of a rebound later in the year.
U.S. mid caps are one of the most dynamic investment types in the market. Mid caps’ spot in the center of the range means they often bring strong risk/return potential for today’s nervous investor. In a time when the right portfolio construction matters more than ever, explore the opportunity to win with mid caps.
A combination of asset classes may offer lower volatility – a concern for many investors today. The Fund’s sleeve structure allows a blend of three fixed-income strategies.
Advisors are busier than ever. Wouldn’t it be great to have a virtual assistant to help schedule meetings, update to-do-lists or check on how a stock is performing? Discover how Amazon’s Alexa can keep you organized and make you more efficient.
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.
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.
Our business continuity plan is designed to minimize the effects of any significant business interruption and associated impacts and enable critical operations to resume quickly in the event such an interruption occurs. Since the timing and extent of significant business disruptions are by nature unpredictable, we have developed a flexible plan that will enable us to respond to actual events appropriately.
Should a business disruption affect our Overland Park headquarters, your primary contact is your financial professional. If your financial professional or his or her division office experiences a business disruption, please contact us at 1.800.777.6472. If you are unable to call, go to IvyInvestments.com for instructions on obtaining account information.
Our first objective, should a business disruption occur, is safeguarding our employees and property so that we can quickly recover and resume business. Other objectives include assessing operations, protecting records and meeting our investors’ service and investment needs. Specifically, our plan addresses:
The transfer agent backs up required records in a separate facility. While any business disruption would create unique challenges, based on such factors as the time of day and severity of the disruption, our objective is to restore operations, complete existing transactions and accept new transactions and payments as soon as possible. Your orders and requests for funds could be delayed during this period.
Disruptions can vary in scope and severity. In the event that a disruption occurs at our firm, or affects the business district, city or even the region in which we are located, we have will temporarily transfer our mission-critical operations to an off-site location outside of the affected area. Should such a move become necessary, we will provide information on IvyInvestments.com. You can also reach us at our Client Services number (1.800.777.6472) for additional information on how to contact us. If a disruption is severe enough to prevent us from remaining in business, we will take all necessary steps to assure you prompt access to your funds.
