Our Experience, Size and Significant Resources
Ivy is a global fund of hedge fund firm. For over 25 years, we have carefully monitored market dynamics. In an effort to react to them, we have amassed an extensive global network of managers and intermediaries to establish a diversified array of capabilities, products and services for both institutional and individual clientele.

We believe our size is also a strategic advantage. We have built teams within the Investments Department which are dedicated strictly to risk management, portfolio construction and investment research. We believe this ensures a highly focused and disciplined investment process.

Given our current infrastructure, we believe we have the resources to deliver quality work and produce the highest quality products. This is further enhanced by the relationship with our parent company, The Bank of New York Mellon Corporation. As a leading financial institution with the resources to support our institutional enterprise, BNY Mellon is equally committed to maintaining our entrepreneurial and performance-driven culture. The result has been a mutually beneficial, synergistic affiliation.

Intellectual Capacity and Self-Reflection
In the hedge fund industry, there is a clear reliance on intelligent and committed staff. At Ivy, our professionals reflect a variety of educational and functional backgrounds earned from a cross-section of experience in hedge fund investing, trading, money management, securities brokerage, investment banking and accounting. We use this market acumen to continually develop and refine our investment products to enhance our overall service offerings.

Beyond this, the long-term vitality of our firm is based on our willingness to be self-critical. Despite our long-term success, we never allow ourselves to become complacent, making it our responsibility to challenge conventional thinking and welcome new ideas.

Product Creation – The Best of All Worlds
In addition to developing custom accounts, Ivy currently offers proprietary funds that reflect a variety of investment strategies. Funds range from long/short equity investing to multi-strategy investing approaches.

Product and asset diversification is further ensured by the allocation of funding to a broad spectrum of managers at various stages in their lifecycles.

Of particular importance to our investors is that all Ivy funds are designed to remain manageable in size, thereby insulating any given fund from excessive diversification due to growth. As a result, clients not only benefit from new opportunities but are protected from investment dilution.

Global Personnel and Local Employees
Since Ivy is headquartered in the United States, our systems work in coordination with, and in support of, our global offices. By offering a global platform from which to administer and monitor our funds, our investments and client development teams will help to ensure that all accounts are managed on a consistent basis and supported by a strong infrastructure.

Our London, Tokyo and Hong Kong operations are staffed with European and Asian nationals. These professionals not only understand the unique needs of our European and Asian clients but provide greater access to both established and emerging hedge fund managers around the world.

A Strong and Scaleable Infrastructure
Ivy has differentiated itself by providing a strong infrastructure. We believe that a strong infrastructure is not only essential to investment decision making but critical to our client servicing and investor solutions model.

To assure clients a bandwidth of services and coverage, Ivy is organized into several groups: Investments; Client Development; Strategic Solutions; Finance; Fund Administration; Legal and Compliance; Information Technology; and Human Resources/Administration.

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The Ivy Organization
IVY ASSET MANAGEMENT
Investments	Client Development & Strategic Solutions	Information Technology	Finance/Legal & Compliance	Human Resources/ Administration
Manager Due Diligence	Institutional & High Net Worth Client Service	Proprietary Software Development	Global Regulatory Compliance	Recruiting and Employee Relations
Portfolio Management	Investor Education	Globally Integrated Network	Customized Reporting	Office Management
Independent Risk Management Group	New Business Development-Domestic and International		CPAs & Attorneys	Facilities Procurement
Continual Manager Monitoring	Strategic Solutions and Capital Markets		Performance Attribution Analysis
150+ Prospective Managers	Multi-Office Time Zone Servicing		Tax and Financials
Invest with 80+ Managers

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