As the current market expansion continues to mature, the one size fits all attraction of some passively managed fixed income strategies could expose investors to a greater variety of risks than their equity counterparts. We believe in a more nimble approach.
CES 2020 was the site of groundbreaking technology that may have far-reaching implications for investors and the world economy. Our Ivy Live panelists discussed their most important takeaways about the trends driving the next wave of innovation.
Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?
Discover best-practice marketing ideas to increase sales.
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
From loyalty to impact and autonomy to experiences discover how each generation defines happiness.
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.
Ivy High Income Opportunities Fund (NYSE:IVH) announces January 02, 2020 distribution.
Download | Posted 01.02.20Annual distribution estimates for three exchange-traded managed funds
Download | Posted 09.09.19Waddell & Reed Financial, Inc. (NYSE: WDR), parent company of Ivy Investment Management Company, named Daniel P. Hanson, CFA, as Chief Investment Officer, filling a key role with a versatile industry veteran and prominent environmental, social and governance (ESG) investor as the firm continues to position itself for future organic and inorganic growth.
Download | Posted 06.11.19Seven models are available in a model-delivery format, to be available in SMA and UMA accounts, providing advisors and investors a new way to access Ivy’s strategies.
Download | Posted 04.16.19Head of Intermediary Distribution brings breadth, experience to new role
Download | Posted 08.29.18Firm announces latest step in evolution of fund product line.
Download | Posted 07.26.18Citywire magazine recently featured Ivy Asset Strategy Fund and Portfolio Manager Chace Brundige in a Q&A that highlights the Fund’s approach of seeking global equity-like returns while managing risk.
Download | Posted 11.18.19Citywire magazine recently interviewed Amy Scupham, president of Ivy Distributors, Inc., about the Ivy equity strategies available as Model Delivery Portfolios and the ways advisors can use them for clients.
Download | Posted 10.31.19Citywire magazine recently featured Ivy Large Cap Growth Fund in a special supplement. The article discusses how the Fund defines competitive advantage and the process it uses to uncover quality companies in the large-cap universe.
Download | Posted 09.30.19