Ivy Investments Revenue and Competitors

Across more than 10 years, we have taken continuous, innovative steps that broadened our product line beyond U.S. retail mutual funds, reaching new investors while addressing the evolving needs of existing investors. The move to Ivy Investments unites our range of investment products under a single brand umbrella. The brand changes will be implemented across 2016, including web properties, marketing collateral and signage. Our broadening product suite and a growing presence geographically opened the door to a detailed study of our brand and market presence, leading to new positioning. A stylized Ivy leaf and updated graphic presentation, from logo to identity programs across digital and print properties, is the result. We are bringing together a range of products, from IVY FUNDS® to offshore funds, to exchange traded managed funds and other investment services. It also brings wholesale, institutional and offshore distribution under a consistent brand.