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Proprietary

For over 20 years, Ivy has developed and introduced a series of proprietary products aimed at meeting various risk/reward scenarios. In researching managers, Ivy selects from a broad cross-section of managers focusing on a variety of investment strategies. These underlying strategies form the basis of our proprietary funds and/or customized client portfolios to meet select investment objectives.

In general, we bundle and combine strategies into five product group areas that reflect the following: