INSTITUTIONALOur People
We have at our core a highly respected investment organization that traces its roots to the inception of the mutual fund industry.
Our heritage and our culture are built upon a commitment to investment excellence. Our expertise spans nearly all asset classes, sectors and disciplines, including global/international, asset allocation, natural resources, science and technology, large and small cap growth, core and value equity and fixed income.
Meet Our Team
Philip J. Sanders, CFA
- Chief Executive Officer
- 30 years experience
Daniel P. Hanson, CFA
- Chief Investment Officer
- 25 years experience
Gilbert C. Scott, CFA
- Global Director Equity and Fixed Income Research
- 27 years experience
Mark G. Beischel, CFA
- Global Director of Fixed Income
- 26 years experience
Our teams
Average portfolio manager experience
- 23 years
Average tenure at the firm
- 16 years
Investment team facts
Economic Team
- 2 Global Economists
- 1 U.S. Economist
Global fixed income team
- 8 Portfolio Managers
- 5 Assistant Portfolio Managers*
- 12 Analysts
- 1 client portfolio manager**
Global Equity Team
- 25 Portfolio Managers
- 3 Assistant Portfolio Managers*
- 14 Analysts
- 3 Client Portfolio Managers
Trading / Derivatives Team
- 12 Traders
- 3 Derivatives Specialists
*With investment analyst responsibilities.
**Responsibilities held by analyst.
Our consultant relations team consists of experienced professionals who are dedicated to providing resources to assist with the intense due diligence of our investment strategies. We work with virtually all of the leading investment consultants globally. We facilitate conference calls with investment professionals, provide quantitative data or meet in person to highlight our strategies’ competitive advantages.
Needing an RFI or other due diligence document updated for one of our strategies, or need to request a meeting with one of our consultant professionals? Submit your request here or contact the team directly via the methods below.
Grant Cleghorn
Senior Vice President
Global Head of Institutional Distribution
Ivy Distributors, Inc.
Pat DeMayo
Vice President
Consultant Relations
Storm Martin
Vice President
Consultant Relations
Leo Muldoon
Vice President
Consultant Relations
Akash Patel
Vice President
Consultant Relations
Brian Lore
Associate
Consultant Relations
Phone: 1-877-887-0867
Email: institutional@ivyinvestments.com
Our research team, led by Gil Scott, CFA, Global Director of Equity and Fixed Income Research, is organized by industry, regardless of geography. Each analyst is charged with covering securities across the globe in his or her respective industries. After meeting with company management teams and conducting extensive fundamental research, analysts provide formal recommendations that are circulated to the entire investment management team.
We’ve designed our research team to align with the needs of our global clients, a team that is large enough to provide coverage on virtually all industries, yet is small enough to allow for constant face-to-face meetings and collaboration. All investment professionals work in the same building at our corporate headquarters.
Daily Morning Meeting
- Interaction between analysts, portfolio managers and economists covering global equity, debt and currency markets
- Fosters collaboration and communication
- Encourages critical thinking – difference between information and insight
- Constant broadening of analyst/portfolio manager knowledge base
- Daily reinforcement that fundamental research is at the core of everything we do
Analysts’ Role
- Serve the entire investment management organization
- Simultaneously cover multiple industries
- Global view
- Market cap agnostic
- Span the capital structure
Our professionals are passionate about active investing, managing risk and partnering with clients to meet objectives.
Assets Managed
- Total: $71.9 Billion
- Institutional: $3.9 Billion
Dedicated Staff
- Chief Executive Officer
- Chief Investment Officer
- Global Director Equity and Fixed Income Research
- 33 Portfolio Managers
- 8 Assistant Portfolio Managers*
- 26 Analysts
- 3 Equity Client Portfolio Managers
- 3 Economists
- 3 Derivatives Specialists
- 12 Traders
- *With investment analyst responsibilities
- Portfolio managers average 24 years industry experience
- Portfolio managers average 16 years company tenure