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  • Delaware Investments
    muni markets the US dollar Get unrivaled insight from our fixed income team Learn more Fund finder Select a Fund Delaware Asia Select Fund Delaware Core Plus Bond Fund Delaware Corporate Bond Fund Delaware Diversified Floating Rate Fund Delaware Diversified Income Fund Delaware Dividend Income Fund Delaware Emerging Markets Fund Delaware Extended Duration Bond Fund Delaware Focus Global Growth Fund Delaware Foundation Conservative Allocation Fund Delaware Foundation Growth Allocation Fund Delaware Foundation Moderate Allocation Fund Delaware Global Real Estate Opportunities Fund Delaware Global Value Fund Delaware Healthcare Fund Delaware High Yield Opportunities Fund Delaware International Value Equity Fund Delaware Investments Ultrashort Fund Delaware Limited Term Diversified Income Fund Delaware Mid Cap Value Fund Delaware Minnesota High Yield Municipal Bond Fund Delaware National High Yield Municipal Bond Fund Delaware REIT Fund Delaware Select Growth Fund Delaware Small Cap Core Fund Delaware Small Cap Value Fund Delaware Smid Cap Growth Fund Delaware Tax Free Arizona Fund Delaware Tax Free California Fund Delaware Tax Free Colorado Fund Delaware Tax Free Idaho Fund Delaware Tax Free Minnesota Fund Delaware Tax Free Minnesota Intermediate Fund Delaware Tax Free New York Fund Delaware Tax Free Pennsylvania Fund Delaware Tax Free USA Fund Delaware Tax Free USA Intermediate Fund Delaware U S Growth Fund Delaware Value Fund Delaware news Delaware Value Fund reaches 10 billion April 20 2016 Delaware Small Cap Core Fund DCCIX reaches 1 billion in assets under management April 12 2016 Delaware Investments wins five Lipper Awards for long term performance March 23 2016 Delaware Investments announces the availability of Delaware Asia Select Fund March 3 2016 Best Mutual Fund Families Barron s February 18 2016 More news Privacy statement Legal notice Business continuity Business ethics Get to know us Contact us Press releases Careers Any Macquarie Group entity noted on this page is

    Original URL path: http://www.delawareinvestments.com/ (2016-04-26)
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  • Individual investors
    RL 107 Recharacterization form external IRA RECHAR EXT Recharacterization form internal IRA RECHAR INT Roth IRA conversion form external IRA RCV EXT Roth IRA conversion form internal IRA RCV INT Required minimum distribution form IRA 116 IRA invest by mail form FM RS IBM Inherited IRA forms Inherited IRA application INH IRA APP Inherited IRA distribution form INH IRA DIST Inherited IRA request form spouse INH IRA REQ SP Inherited IRA request form non spouse INH IRA REQ NS Inherited IRA disclaimer form INH IRA DADB Inherited IRA transfer of assets form INH IRA TOA SIMPLE IRA forms SIMPLE IRA plan document RL 171 SIMPLE IRA application RL 171 APP SIMPLE IRA distribution form RL W4PFORM SMPL SIMPLE IRA transfer of assets form RL 171 TOA SIMPLE IRA certification of rollover assets form RL 171 CRA SIMPLE IRA contribution listbill RL 171 CW IRA beneficiary change form RL 107 Coverdell Education Savings Account CESA forms CESA plan document EIRA 101 CESA application EIRA 102 CESA withdrawal form EIRA WAF CESA transfer of assets form EIRA TOA CESA certification of rollover assets form EIRA CRA 403 b 7 forms 403 b 7 plan document RL 403 B7 PD 403 b 7 beneficiary change form RL 305 BC 403 b 7 forms booklet RL 403 B FRMS Miscellaneous forms Affidavit of domicile FM AOD Corporate resolution form FM CORPRES Certification of NAV eligibility form FM NAV Durable Power of Attorney form FM POA IRS W 9 form FM IRS W 9 When is less yield more Test your knowledge How much would a taxable bond have to yield to match a municipal bond s yield of 6 76 after taxes a 8 b 10 c 12 d 15 Get the answer Insights The energy sector Unsettled but not in crisis By Margaret MacCarthy Bacon April 19 2016 Energy markets have been through a substantial period of volatility leaving investors with questions about what might lie in store for the companies and organizations that make up the energy sector Investment specialist Margaret MacCarthy Bacon takes a look at how certain players are being affected and how the economics of the oil market are changing Read As China contemplates an exchange tax psychology meets economic reality By Britney Lam April 6 2016 Central banks around the world have unique policy tools at their disposal but few are as specialized as the so called Tobin tax Investment strategist Britney Lam explains why this tax is in the news today and how it plays in to her team s expectations for future monetary policy action in China Read Reading a more dovish Fed on latest interest rate decision By Brian M Scotto March 22 2016 As the U S Federal Reserve once again steps back from an interest rate hike Brian Scotto a government securities trader examines the signals the Fed seems to be sending Read See more Insights See fewer Insights Chart of the month History of U S debt cycles April 2016 The amount

    Original URL path: http://www.delawareinvestments.com/individual-investors (2016-04-26)
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  • Institutional investors
    markets and the U S dollar Get the latest from our fixed income team Visit Insights now Insights The energy sector Unsettled but not in crisis By Margaret MacCarthy Bacon Investment Specialist April 19 2016 Energy markets have been through a substantial period of volatility leaving investors with questions about what might lie in store for the companies and organizations that make up the energy sector Investment specialist Margaret MacCarthy Bacon takes a look at how certain players are being affected and how the economics of the oil market are changing Read As China contemplates an exchange tax psychology meets economic reality By Britney Lam Investment Strategist April 6 2016 Central banks around the world have unique policy tools at their disposal but few are as specialized as the so called Tobin tax Investment strategist Britney Lam explains why this tax is in the news today and how it plays in to her team s expectations for future monetary policy action in China Read Private placements as an alternative to public debt markets By Brad Ritter Head of Private Placements Group March 24 2016 Private placements have unique characteristics that set them apart from traditional publicly traded bonds Brad Ritter head of private placements touches on how these instruments make sense for institutional investors who seek allocations to long term fixed income assets Watch More Insights Institutional investors History of U S debt cycles April 2016 The amount of U S debt as a percentage of gross domestic product is mounting to near historic highs In this month s chart the current debt supercycle is viewed from a financial history perspective and is nearing the levels last seen just after the end of World War II Debt as percentage of gross domestic product GDP rivals post WWII levels Read In

    Original URL path: http://www.delawareinvestments.com/institutional-investors (2016-04-26)
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  • Investment-Only (DCIO and RIA)
    party platforms including retirement plan providers private banks and mutual fund and insurance companies Our clients are typically interested in strengthening their existing third party mutual fund lineups or expanding their open architecture platforms The group works directly with clients and prospects to educate them about Delaware Investments and its investment capabilities The Investment Only group supports approximately 100 platform clients and third party intermediaries Sales contacts Jamie Fox Vice President Head of Investment Only DCIO RIA Phone 215 255 1330 E mail Jamie Fox delinvest com Kurt Phares Vice President Western DCIO RIA Sales Phone 949 466 7066 E mail Kurt Phares delinvest com K Charlie Mylonas CIMA Vice President Eastern DCIO RIA Sales Phone 215 255 1609 E mail Charlie Mylonas delinvest com Client service contacts Karen L Cestari Assistant Vice President Client Services Phone 215 255 1483 E mail Karen Cestari delinvest com Dustin M Minarik CFA Assistant Vice President Client Services Phone 215 255 2377 E mail Dustin Minarik delinvest com Privacy statement Legal notice Business continuity Business ethics Get to know us Contact us Press releases Careers Any Macquarie Group entity noted on this page is not an authorized deposit taking institution for the purposes

    Original URL path: http://www.delawareinvestments.com/dcio-ria (2016-04-26)
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  • UCITS
    a series of Delaware Management Business Trust DMBT DMBT is a U S registered investment advisor and has been approved to act as an investment advisor and promoter of Irish Authorised Collective Investment Schemes 2016 Delaware Management Holdings Inc Agree and continue Disagree Important Notice to Persons in Hong Kong Read this page before proceeding The material on this website is aimed at and may only be used by appropriately authorised and regulated investment professionals in certain jurisdictions IT SHOULD NOT BE ACCESSED BY DISTRIBUTED TO OR RELIED UPON BY PRIVATE RETAIL CLIENTS Delaware Investments will not be liable for any damages or losses suffered by private retail clients accessing this website TERMS OF USE AND DISCLAIMER The prospectus Prospectus for Macquarie Collective Funds plc Fund has not been registered with the Registrar of Companies in Hong Kong and accordingly shares of the Fund Shares may not be offered or sold in Hong Kong by means of the Prospectus or any other document other than to professional investors as defined in the Securities and Futures Ordinance of Hong Kong Cap 571 and for the avoidance doubt excludes those rules made thereunder professional investors as defined in the Securities and Futures Professional Investor Rules PI or in other circumstances which do not result in the document being a prospectus as defined in the Companies Ordinance of Hong Kong Cap 32 or which do not constitute an offer or invitation to the public for the purposes of the Companies Ordinance and no person shall issue or possess for the purposes of issue whether in Hong Kong or elsewhere any advertisement invitation or document relating to the Shares which is directed at or the contents of which are likely to be accessed or read by the public in Hong Kong except if permitted to do so under the securities laws of Hong Kong other than with respect to Shares which are or are intended to be disposed of only to persons outside Hong Kong or only to such professional investors THIS WEBSITE IS DIRECTED EXCLUSIVELY TO CERTAIN TYPES OF PROFESSIONAL INVESTORS AS DEFINED BELOW Definition of a Professional Investor any recognized exchange company recognized clearing house recognized exchange controller or recognized investor compensation company or any person authorized to provide automated trading services under section 95 2 of the Securities and Futures Ordinance Cap571 any intermediary or any other person carrying on the business of the provision of investment services and regulated under the law of any place outside Hong Kong any authorized financial institution or any bank which is not an authorized financial institution but is regulated under the law of any place outside Hong Kong any insurer authorized under the Insurance Companies Ordinance Cap 41 or any other person carrying on insurance business and regulated under the law of any place outside Hong Kong any scheme which is a collective investment scheme authorized under section 104 of the Securities and Futures Ordinance or is similarly constituted under the law of any place outside Hong Kong and if it is regulated under the law of such place is permitted to be operated under the law of such place or any person by whom any such scheme is operated any registered scheme as defined in section 2 1 of the Mandatory Provident Fund Schemes Ordinance Cap 485 or its constituent fund as defined in section 2 of the Mandatory Provident Fund Schemes General Regulation Cap 485 sub leg A or any person who in relation to any such registered scheme is an approved trustee or service provider as defined in section 2 1 of that Ordinance or who is an investment manager of any such registered scheme or constituent fund any scheme which is a registered scheme as defined in section 2 1 of the Occupational Retirement Schemes Ordinance Cap 426 or is an offshore scheme as defined in section 2 1 of that Ordinance and if it is regulated under the law of the place in which it is domiciled is permitted to be operated under the law of such place or any person who in relation to any such scheme is an administrator as defined in section 2 1 of that Ordinance any government other than a municipal government authority any institution which performs the functions of a central bank or any multilateral agency except for the purposes of Schedule 5 to the Securities and Futures Ordinance any corporation which is a wholly owned subsidiary of an intermediary or any other person carrying on the business of the provision of investment services and regulated under the law of any place outside Hong Kong or an authorized financial institution or any bank which is not an authorized financial institution but is regulated under the law of any place outside Hong Kong a holding company which holds all the issued share capital of an intermediary or any other person carrying on the business of the provision of investment services and regulated under the law of any place outside Hong Kong or an authorized financial institution or any bank which is not an authorized financial institution but is regulated under the law of any place outside Hong Kong or any other wholly owned subsidiary of a holding company referred to in subparagraph ii or any person of a class which is prescribed by rules made under section 397 of the Securities and Futures Ordinance for the purposes of this paragraph as within the meaning of this definition for the purposes of the provisions of the Securities and Futures Ordinance or to the extent that it is prescribed by rules so made as within the meaning of this definition for the purposes of any provision of the Securities and Futures Ordinance BY PROCEEDING INTO THIS WEBSITE You represent and warrant that you are a Professional Investor as defined above and accessing this website from within a jurisdiction in which the use of this website by investment professionals is permitted under local laws and regulations Agree

    Original URL path: http://www.delawareinvestments.com/ucits (2016-04-26)
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  • Delaware Investments® closed-end funds
    State tax information Funds that derived income from U S government obligations Municipal Income Funds Percentage of interest income subject to AMT FAQ Delaware Investments closed end funds Delaware Investments offers a variety of closed end funds Closed end funds differ from open end mutual funds in that only a fixed number of shares are made available for investors unlike open end mutual funds which continually offer shares to investors After being issued during a one time only initial public offering IPO shares of closed end funds trade on the open exchange Because they are open to market demand the market price of those shares may be valued higher or lower than the fund s net asset value NAV Closed end funds provide an investor the opportunity to purchase shares at a premium or discount to the fund s NAV Unlike open end mutual funds closed end funds only offer a prospectus to investors at the time of the fund s IPO Subsequent changes to a closed end fund s investment strategy or managers are made available to the public via press releases issued by the funds Closed end funds Delaware Investments Dividend and Income Fund Inc Delaware Enhanced Global Dividend and Income Fund Delaware Investments Colorado Municipal Income Fund Inc Delaware Investments National Municipal Income Fund Delaware Investments Minnesota Municipal Income Fund II Inc Dividend information To view monthly dividend information for the Delaware Investments closed end funds listed above please visit our press releases page For shareholders Information on Delaware Investments family of closed end funds Phone 866 437 0252 Representatives are available weekdays from 8 a m to 8 p m Eastern time Have other questions For questions regarding shares held in your brokerage account please contact your financial advisor For questions regarding shares held in registered

    Original URL path: http://www.delawareinvestments.com/closed-end (2016-04-26)
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  • Insights
    store for the companies and organizations that make up the energy sector Investment specialist Margaret MacCarthy Bacon takes a look at how certain players are being affected and how the economics of the oil market are changing Read As China contemplates an exchange tax psychology meets economic reality April 6 2016 Central banks around the world have unique policy tools at their disposal but few are as specialized as the so called Tobin tax Investment strategist Britney Lam explains why this tax is in the news today and how it plays in to her team s expectations for future monetary policy action in China Read Reading a more dovish Fed on latest interest rate decision March 22 2016 As the U S Federal Reserve once again steps back from an interest rate hike Brian Scotto a government securities trader examines the signals the Fed seems to be sending Read More quantitative easing China style March 16 2016 On the heels of China s latest monetary easing move investment specialist Britney Lam explains why her team believes additional policy easing is yet to come She also shares two charts that help illustrate her team s view on Chinese equities going forward Read Spring forecast for muni buyers March 11 2016 After a winter of market turmoil and uncertainty investors may find a relative safe haven and buying opportunities in municipal fixed income securities says Joe Baxter senior portfolio manager and head of the municipal bond department Read Subscribe to Insights Thought leadership from our portfolio managers and analysts on trending topics Email I want email notices Upon each new posting Weekly Please select your subscription frequency I m interested in Insights from All investment teams Or select Equity Fixed Income municipal Fixed Income taxable Please select at least one team to

    Original URL path: http://www.delawareinvestments.com/individual-investors/literature/insights (2016-04-26)
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  • Press releases
    RETIREMENT OF PATRICK COYNE CHIEF EXECUTIVE OFFICER 01 14 2015 Delaware Investments hires industry veteran to head institutional sales group 12 15 2014 Delaware Investments adds co head of fixed income 11 17 2014 Delaware Investments adds western division manager to third party distribution team 10 14 2014 Delaware Investments raises 205 778 for Puentes de Salud in charity golf tournament 06 05 2014 Delaware Investments enhances retail distribution team increases depth of coverage model 05 07 2014 Delaware Investments reports record assets at fiscal year end 03 31 2014 Delaware Investments U S Open Squash Championships wins the Women s Squash Association Tournament of the Year Award 03 21 2014 Delaware Investments wins six Lipper Awards for long term performance 03 18 2014 Delaware Investments adds head of institutional client service 02 18 2014 Delaware Investments and growth team announce joint venture 07 15 2014 Delaware Investments promotes new head of third party distribution and continues growth with new hires in external sales and key accounts 10 15 2013 Delaware Investments raises 213 614 for YESPhilly in charity golf tournament 09 18 2013 Delaware Investments adds new regional director in Southern Texas 08 19 2013 Delaware Investments adds new regional director in Indiana Southern Illinois and St Louis territory 05 06 2013 Delaware Investments adds senior portfolio manager expanding emerging markets debt capabilities 03 15 2013 Delaware Investments wins Best Overall Small Fund Group Lipper Award again 02 19 2013 Delaware Investments doubles internal distribution team shows heightened focus on building relationships with financial advisors 01 14 2013 Delaware Investments fixed income team promotes municipal group members 07 18 2012 Delaware Asset Advisers agrees to a settlement with SEC 10 11 2012 Delaware Investments raises 216 950 for Rock to the Future in charity golf tournament 03 12 2012 Delaware Investments adds head of internal sales 01 30 2012 Delaware Investments adds staff striking while the iron is hot 07 10 2012 Delaware Investments fixed income team surges forward 09 06 2012 Delaware Investments sponsors Kasey Brown internationally ranked squash player 02 06 2012 Delaware Investments Tops Barron s Fund Families Report for 2011 03 09 2012 Delaware Investments Wins Best Mixed Asset Small Company Lipper Award for Second Year 04 04 2012 Delaware Investments Wins Global Growth Sub advisory Mandate from Australia s MLC 09 27 2012 Delaware Investments broadens distribution team adds regional director in western division and sets stage for significant expansion 12 19 2011 Delaware Investments adds regional director in eastern division 12 06 2011 Delaware Investments adds staff leveraging strong momentum in institutional business 01 11 2011 Delaware Investments adds to its retail distribution team 09 20 2011 Delaware Investments builds out its retail distribution team 01 19 2011 Delaware Investments expands its retail distribution team 01 05 2011 Delaware Investments opens Delaware Focus Global Growth Fund to broad distribution 10 12 2011 Delaware Investments raises 124 000 for Habitat for Humanity Philadelphia in charity golf tournament 03 24 2011 Delaware Investments takes 3

    Original URL path: http://www.delawareinvestments.com/individual-investors/about-us/press-releases.aspx (2016-04-26)
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