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Legal Notices

Legal Information
Form ADV, Part 1
Form ADV, Part 2A

Past performance is no guarantee of future results.

Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction.

Significant Event On December 2, 2020, Waddell & Reed Financial, Inc. (“WDR”), the parent company of Ivy Investment Management Company (“Ivy”), and Macquarie Management Holdings, Inc., the U.S. holding company for Macquarie Group Limited’s U.S. asset management business (“Macquarie”), announced that they had entered into an agreement whereby Macquarie would acquire the investment management business of WDR (the “Transaction”). The Transaction closed April 30, 2021. Post close, US mutual funds managed by Ivy will be directly managed by other Macquarie entities, however, Ivy continues to provide investment advisory services to certain institutional and model portfolio accounts as part of Macquarie.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM, through its affiliates, operates as a full-service asset manager offering a diverse range of products. Macquarie Investment Management (MIM), a member of Macquarie Group, refers to certain companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide. Institutional investment management is provided by Macquarie Investment Management Advisers (MIMA), a series of MIMBT. MIMBT is a US registered investment advisor and may not be able to provide investment advisory services to certain clients in certain jurisdictions.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by MIMBT through its various series.

Other than Macquarie Bank Limited (MBL), none of the entities noted are authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

© 2021 Macquarie Group Limited.

Site Reserved for Institutional Investors

Site reserved for institutional investors.

These pages should be read only by professional or institutional investors to whom they may be made available under the laws of your jurisdiction. Nothing in this web site should be considered a solicitation to buy or an offer to sell institutional investment products or services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Through its subsidiaries, Waddell & Reed Financial, Inc. (NYSE: WDR) provides Investment management and financial planning services to clients throughout the United States. Investment management services are offered to institutional clients through Ivy Investment Management Company.

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