Discover our affiliated investment products.
Our parent firm, Waddell & Reed Financial, Inc., is home to a proven investment organization that uses a dynamic process designed to uncover investable ideas every day.
It's a process the investment team, encompassing our affiliate Ivy Investment Management Co., started decades ago. Today, it is integral to what we believe to be the best culture for investment management - one that stresses group collaboration to create our best thinking, and individual portfolio manager accountability to implement it.
With a team of analysts assigned to companies, industries and sectors around the world, regardless of geography, this daily interactions uncovers key ideas daily on behalf of investors.
Our affiliates’ investment process is built upon these values:
Collaboration & Accountability
The exchange of information makes portfolio managers more knowledgeable. Individual accountability holds them to the highest standards.
Wealth is built by protecting assets in challenging markets through an unrelenting focus on risk management.
Our affiliate does its own research throughout the world, analyzing companies rather than relying solely on widely available research produced by others.
Ivy Investment Management Company serves as investment advisor to the Ivy Funds, Ivy Variable Insurance Portfolios, and Ivy InvestEd 529 Plan Portfolios.
2018 capital gains distribution estimate information is available for Ivy Funds merging effective Nov. 5, 2018, as well as for all Ivy Funds.Download 2018 fund merger & year-end distribution estimates