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
Discover why the saying ‘a picture is worth a thousand words’ can help explain why emojis are frequently used to connect with friends and family.
Market Perspective / 07.06.17
Midyear Global Market Outlook 2017
Global markets remain strong after growing steadily this year and reaching new highs in U.S. stock indexes. What might investors expect for the remainder of the year?
Ivy Live / 06.15.17
Navigating the oil patch
Oil prices and energy stocks are disconnected from market fundamentals. Growth in global demand is exceeding both its historical average and the rate of supply growth. But the sector’s prices are depressed. Why isn’t the market pricing in the fundamentals?
Webcasts / 07.07.17
The Encore Blueprint: Informally coaching clients to retirement
Discover how to coach clients on creating their ideal retirement and access new tools that will change your retirement planning process!
Next Gen Advisor
Why Millennials don’t want to become financial advisors
Discover why Millennials seem uninterested in becoming financial planners, the biggest barriers standing in their way and how can you clear these hurdles to ensure a stream of top-level talent.
Framing conversations about money
Don’t get caught in the trap of communicating to just one generation’s style. Whether you want to discuss investments, retirement plans or when to bring family members into the conversation, the questions asked can set you up for success.
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.
Morning Meeting Insights
Every day, our investment team gathers for its morning meeting, a collaborative setting fostering idea sharing and bringing together a range of market and industry insights. Those insights often lead to unique, actionable ideas that portfolio managers put to use on behalf of investors. Here are several examples of what we call Morning Meeting Insights.
Morning Meeting Insights / 07.20.17
Investable Theme: Aging population base driving demand for dividend income
John Maxwell and Catherine Murray, portfolio managers of Ivy International Core Equity Fund, believe an increase
in Chinese internet usage will benefit select companies that have dominant market share or are well positioned for
increased usage through their online platforms, payments systems and/or e-commerce services.
Morning Meeting Insights / 07.12.17
Investable Theme: Growing consumer culture
Jonas Krumplys, CFA, portfolio manager of Ivy Emerging Markets Equity Fund, believes there is growing demand from emerging market consumers for “new economy” goods and services.
Morning Meeting Insights / 07.12.17
Innovation driving advancement in health care
Zachary Shafran and Bradley Warden, portfolio managers of Ivy Science and Technology Fund, believe technological advancements in health care are creating investment opportunities.
Morning Meeting Insights / 04.14.17
Investable Theme: North American Shale
David Ginther, CPA, portfolio manager of Ivy Energy Fund, believes that certain shale companies with access to the highest-quality drilling acreage and to the best technology stand to benefit when the price of oil recovers.
Morning Meeting Insights / 03.16.17
Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending
The Ivy Small Cap Growth Fund portfolio management team believes that recent increased spending in the U.S. defense budget is just one of a number of tailwinds helping today’s small-cap companies in the technology and services sector.
Morning Meeting Insights / 03.15.17
Investable Theme: Consumer-led U.S. economy
Cynthia Prince-Fox and Chace Brundige, CFA, portfolio managers see a relatively favorable backdrop for U.S. consumers in economic and wage growth, household formations and confidence measures.
Morning Meeting Insights / 02.17.17
Investable Theme: Rents driving U.S. opportunities
The Fund’s portfolio management team believes real estate fundamentals continue to be positive, with economic growth spurring demand, and offer the potential for growth in rent rates.