Ivy employs a rigorous, highly disciplined investment process. We utilize a comprehensive approach in determining the best strategies and managers to drive performance in any given market environment. Our top-down, bottom-up approach, combines qualitative and quantitative analyses that identify alpha along each step of the investment process.

This disciplined process assures investors that to the best of its ability, Ivy leaves no stone unturned in the discovery and analytical process. Whether in the development of new products, the creation of custom portfolios or the ongoing management of our current offerings, we are committed to meeting the needs of our clients and delivering superior performance.

We understand that our process cannot remain static. Changing market conditions and the growth of our industry require us to challenge our own processes. As part of our ongoing due-diligence, we conduct strategic reviews to make meaningful enhancements and adopt best practices.

We are also dedicated to maintaining an independent assessment of risk and return. The Global Manager Research and Portfolio Management Groups report to Co-President, Sean Simon, while the Risk Management & Quantitative Research, Operational Due Diligence and business operations groups report to Co-President Michael Singer. This structure maintains our time-proven fundamental investment approach, yet builds on our highly interactive procedures to create a more fluid and dynamic investment process while establishing an independent forum in which to assess risk-related issues.