Ivy has assembled a skilled internal team of legal and compliance experts to address the multitude of issues that impact the hedge fund industry. Our team stays abreast of the ever-changing regulatory environment in meeting multi-jurisdictional requirements and coordinates compliance matters, including global anti-money laundering and USA Patriot Act issues.

The team also plays a key role in evaluating the underlying managers in which Ivy invests primarily by reviewing such manager’s offering documentation and assisting the Investments Division in the due diligence process. They also play a key role in monitoring portfolios to comply with client investment restrictions. Additionally, the team is involved in assisting in the development of structured products, new fund launches and meeting sales literature and public communication requirements.