The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.
As the U.S. re-emerges from shelter-in-place orders, Ivy believes we could see economic activity bounce back in the second half of the year. However, soaring unemployment and the possibility of a second COVID-19 outbreak are formidable headwinds to recovery. Our panelists recently discussed the public health, macroeconomic and market implications for the path forward.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
Discover how to help your clients from becoming victims.
Passing on life lessons from generation to generation is important, especially when it comes to topics like money. Discover strategies to raising financially smart kids.
Xers - hitting the big 5-0 is a big milestone. Uncover the three essential plans you may want to consider to protect your family and yourself.
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 Investments offers nine strategies in a model-delivery format. These strategies are available in third-party retail separately managed accounts (SMAs) and unified managed accounts (UMAs). Each SMA utilizes the same investment process and approach as similar respective strategies managed by Ivy Investment Management Company, including retail mutual funds in the Ivy Funds family. The SMAs do not invest in derivatives or non-U.S. listed securities.
| SMA - Model Delivery1 | Model Morningstar I.D. |
|---|---|
|
Ivy Energy |
F000011DSQ |
|
Ivy Focused Growth |
F000011DSR |
|
Ivy Focused Value |
F000011DSS |
|
Ivy International Core Equity ADR |
F0000152LI |
|
Ivy Large Cap Growth |
F0000152LH |
|
Ivy Mid Cap Growth |
F000011DST |
|
Ivy Mid Cap Income Opportunities |
F000011DSU |
|
Ivy Science and Technology |
F000011DSV |
|
Ivy Small Cap Growth |
F000011DSX |
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1Strategies are only provided through separately managed accounts program sponsors.
