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  • Management
    Senior Vice President Chief Operations Officer Investments Susan L Natalini is the COO of the equity and fixed income investment teams In this role she is responsible for investment related vendor management finance and planning and other activities in support of the investment teams as well as special projects In addition Natalini serves as a Trustee for the Delaware Management Holdings Inc Delaware Investments 401 k and Retirement Plan From September 2010 to October 2015 she was the head of equity and fixed income business operations Previously she managed the firm s marketing communications team and its shared services areas including a team of five performance analysts with primary responsibility for the content of all institutional materials as well as competitive analysis and client reporting the RFP and consultant database teams and a group responsible for servicing the institutional only Delaware Pooled Trust mutual funds Prior to that Natalini was the director of strategic planning for Delaware Investments from 1995 to 1998 Before joining Delaware Investments in 1994 she spent five years as a management consultant in the financial advisory services group of Coopers Lybrand She began her career at Wells Fargo Bank Natalini graduated from Carleton College with a bachelor s degree in economics and received an MBA with a concentration in strategic planning from The Wharton School of the University of Pennsylvania Natalini is a member of the CFA Society of Philadelphia and the Chartered Alternative Investment Analyst Association Richard Salus CPA Chief Financial Officer and Division Director Richard Salus is responsible for finance treasury tax reporting and financial operations for various entities within Macquarie Group and Delaware Investments Salus is the chief financial officer for Macquarie s global business Macquarie Investment Management and a division director within Macquarie s Finance Management Group Salus is also the chief financial officer for all Delaware Investments entities including the mutual fund businesses of Delaware Investments Family of Funds and Optimum Fund Trust Additionally he is chairman and director for Macquarie Collective Funds plc Delaware Investments European based mutual fund complex and a director of Macquarie Funds Solutions Macquarie s European based mutual fund complex Prior to joining the firm in 1996 he worked for Ernst Young as a senior manager with a primary focus on the banking and investment company sector He earned his bachelor s degree in accounting from Franklin Marshall College and he is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants He also has various roles for certain non public committees Neil S Siegel Chief Marketing and Product Officer Neil S Siegel joined Delaware Investments in November 2015 as chief marketing and product officer In this role he is responsible for strategic oversight of the firm s marketing product management and development and platform sales including defined contribution investment only channels Prior to joining the firm Siegel worked for Neuberger Berman Lehman Brothers from 2004 to 2015 as a managing director and most recently as the firm s global chief marketing officer Before that he worked at Morgan Stanley for 11 years in various leadership positions including head of institutional and intermediary marketing for Morgan Stanley Investment Management in London and New York He received a bachelor s degree in marketing with a minor in economics from the University of Massachusetts Amherst and an MBA with a concentration in finance from the Fordham Graduate School of Business Brett Wright CIMA CPWA Senior Vice President Head of Third Party Distribution Brett Wright is responsible for third party broker dealer distribution activities to wirehouses regional and independent firms as well as key account management with major distribution partners From January 2011 to June 2014 he was a divisional manager overseeing 10 regional directors who were responsible for the distribution of Delaware Investments mutual funds and separately managed accounts in the western part of the United States Wright brings more than 20 years of industry experience to the firm From August 2008 to January 2011 he was a senior vice president with ING Investment Management where he led the Independent Key Account group Prior to that he held various sales and senior sales management roles at AXA Equitable Merrill Lynch and Lord Abbett Wright earned a bachelor s degree from The Pennsylvania State University where he served as captain of the football team in 1992 In 2013 he began service on the board of directors for the Investment Management Consultants Association a community for advanced investment advisors and wealth managers Investment Management Team Leaders Christopher S Beck CFA Chief Investment Officer Small Cap Value Mid Cap Value Equity Christopher S Beck leads the firm s Small Cap Value Mid Cap Value Equity team Prior to joining Delaware Investments in 1997 as a vice president and senior portfolio manager he was vice president at Pitcairn Trust from 1995 to 1997 where he managed small capitalization stocks and analyzed equity sectors Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust Beck earned a bachelor s degree at the University of Delaware and an MBA from Lehigh University and he is a member of the CFA Society of Philadelphia and past president of the Wilmington Society of Securities Analysts Liu Er Chen CFA Chief Investment Officer Emerging Markets and Healthcare Liu Er Chen heads the firm s global Emerging Markets team and he is also the portfolio manager for Delaware Healthcare Fund which launched in September 2007 Prior to joining Delaware Investments in September 2006 in his current position he spent nearly 11 years at Evergreen Investment Management Company where he most recently served as managing director and senior portfolio manager He co managed the Evergreen Emerging Markets Growth Fund from 1999 to 2001 and became the Fund s sole manager in 2001 He was also the sole manager of the Evergreen Health Care Fund since its inception

    Original URL path: http://www.delawareinvestments.com/institutional-investors/about-us/management (2016-04-26)
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  • Products and clients
    Delaware Pooled Trust Portfolios Variable Insurance Product Institutional class shares Lipper performance Services Defined Contribution Investment Only Endowments and Foundations Insurance Asset Management Nuclear Decommissioning Trusts Socially Responsible Investing Sub advisory Taft Hartley Literature Delaware Pooled Trust Institutional Class shares Variable Insurance Product Separate accounts Insights Chart of the month Notes from the desk Archive Key contacts Defined Contribution Investment Only RIA Delaware Pooled Trust Ex U S Client Services Institutional Client Services Institutional Sales Consultant Relations Insurance Asset Management Nuclear Decommissioning Trusts Taft Hartley Client access About us Get to know us History Principles Management Products and clients Press releases Community Institutional investors About us Products and clients Products and clients Delaware Investments manages US 165 9 billion in assets under management as of Dec 31 2015 with 124 portfolio managers analysts and traders Delaware Investments provides world class asset management services and solutions for institutions and individuals Today s Delaware Investments is more dynamic than ever before managing assets across all major asset classes for a wide range of investors Asset management services for Institutional investors Fortune 500 companies Corporate and public retirement plans Endowments and foundations Taft Hartley plans Nuclear decommissioning products Third party administrators DC plan providers Insurance companies Sub advisory clients Third party clients Banks Broker dealers Individual investors Mutual funds Managed accounts Product vehicles Institutional separate accounts Delaware Pooled Trust Portfolios Variable Insurance Product Mutual funds Managed accounts Collective Investment Trusts Closed end funds UCITS funds About us Get to know us History Principles Management Products and clients Press releases Community 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 of the Banking Act 1959 Commonwealth of Australia

    Original URL path: http://www.delawareinvestments.com/institutional-investors/about-us/products-and-clients (2016-04-26)
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  • Press releases
    10 14 2015 Delaware Investments raises more than 150 000 for Philadelphia City Rowing 09 09 2015 Delaware Investments hires consultant relations veteran 06 01 2015 Shawn Lytle starts as president of Delaware Investments 05 14 2015 Delaware Investments Statement on Structural Changes 04 01 2015 Delaware Investments wins five Lipper Awards for long term performance 03 16 2015 Delaware Investments appoints Shawn Lytle as president 02 18 2015 DELAWARE INVESTMENTS ANNOUNCES 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 10 14 2014 Delaware Investments raises 205 778 for Puentes de Salud in charity golf tournament 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 10 15 2013 Delaware Investments raises 213 614 for YESPhilly in charity golf tournament 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 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 09 27 2012 Delaware Investments broadens distribution team adds regional director in western division and sets stage for significant expansion 06 20 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 01 05 2011 Delaware Investments opens Delaware Focus Global Growth Fund to broad distribution 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 10 12 2011 Delaware Investments raises 124 000 for Habitat for Humanity Philadelphia in charity golf tournament 03 24 2011 Delaware Investments Takes 3 of 4 Group Awards in Lipper Fund Awards 2011 10 26 2011 Message from Delaware Investments on Regulatory Matters 10 07 2010 Catricks joins Delaware Small Cap

    Original URL path: http://www.delawareinvestments.com/institutional-investors/about-us/press-releases (2016-04-26)
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  • Community
    seeks to empower Philadelphia public school students through the sport of rowing and to use competitive rowing as a vehicle to improve health well being self confidence and academic success for those students Through this annual fundraising event Delaware Investments has given more than 1 8 million to well deserving Philadelphia nonprofit organizations over the past 11 years Since 2010 Macquarie Group Foundation has provided matching dollars for funds Delaware has raised which are included in this total This year marks the Delaware Investments Charity Classic s 11th year Since its launch in 2005 the event has raised more than 1 8 million for Philadelphia area nonprofit organizations 2014 Puentes de Salud 2013 YESPhilly 2012 Rock to the Future 2011 Habitat for Humanity 2010 Philadelphia Wooden Boat Factory 2009 After School Activities Partnerships ASAP 2008 The Cradle of Liberty Council Philadelphia Futures 2007 Philadelphia Society for Services to Children 2006 Neighborhood Bike Works Rebuilding Together Philadelphia 2005 Operation Warm AUD Conversion rate at time of approval applies Philabundance food drive In June 2014 Delaware Investments employees conducted a food drive for Philabundance a nonprofit organization that provides food to approximately 65 000 people each week in the Delaware Valley Philabundance serves low income individuals at risk of hunger and malnutrition of which 23 are children and 16 are senior citizens In total Delaware Investments employees donated about 800 pounds of food and 5 000 in monetary donations Delaware Investments sponsors the Eagles Youth Partnership For the third consecutive year Delaware Investments is a sponsor of the Eagles Youth Partnership EYP EYP serves more than 50 000 low income children in the Greater Philadelphia area focusing on health and education programming EYP brings services directly to kids at their schools and in their neighborhoods Other partnerships and volunteerism With volunteer opportunities in abundance Delaware Investments initiated its Community Advisory Committee CAC in March 2010 to help cultivate volunteerism at all levels of the organization and accelerate the fostering of relationships throughout our local community The CAC meets quarterly to assess potential opportunities and encourage Delaware Investments employees to provide volunteer support for projects of nonprofit organizations Many of these projects focus on providing educational opportunities and improving the health and welfare of our underserved children Together Delaware Investments and the Macquarie Group Foundation share the simple belief that a company has a responsibility to work for the betterment of the communities in which it operates With the growth of our business comes the duty to give back to help make a difference and to improve the quality of life in the communities in which we do business a responsibility borne out of the core principles on which our company was founded Delaware Investments Charity Classic XI October 12 2015 Delaware Investments President Shawn Lytle left presents a check for 177 600 to Philadelphia City Rowing Executive Director Terry Dougherty and Board Chairman Tony Schneider right at the end of its 11th annual Delaware Investments Charity Classic Philabundance food drive Delaware Investments

    Original URL path: http://www.delawareinvestments.com/institutional-investors/about-us/community (2016-04-26)
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  • The energy sector: Unsettled, but not in crisis
    profits as well as full year profits that exceeded analysts expectations yet investors sent its shares down 2 on the day source Dow Jones Why Because overall earnings were less than they were for the same period one year earlier Despite the company s outperformance particularly versus its large company peers which have posted outright losses markets are showing little tolerance for even the slightest indication of weakness Firms that seemingly overcome or at least accommodate oil price pressure are being rewarded by jeers not cheers The skepticism may be based on oil prices that dropped dramatically in early 2016 Despite an upswing of 40 by mid March from their lows in mid February and despite bets being made by some investors that oil prices have finally hit bottom there remain lingering concerns that the recovery may not last source Dow Jones The changing economics of oil An emphasis on supply Many of the developments discussed so far are attributable to this fact supply and demand are adjusting to new price levels particularly on the demand side Global demand for oil has held up relatively well but the supply side has been the main driver of the bear market Here in the United States for instance as recently as 2010 total output was 5 5 million barrels a day Source Dow Jones By 2015 output reached a record 9 7 million barrels a day Two additional points to keep in mind when thinking about oil supply and its effects of prices Certain producers Saudi Arabia most importantly are pumping at close to full capacity Saudi Arabia s plans were driven home in late February when its oil minister said his country has no plans to reduce output and is ready to withstand prices as low as 20 a barrel if needed Iran is poised to come online with potential output somewhere between 3 million and 4 million barrels a day Points for investors to consider We believe that the behavior of asset prices within the energy sector is cause for real concern and we think it warrants heightened risk monitoring At the same time we think it makes sense to keep in mind that the current malaise has not necessarily translated into a crisis It s also worth remembering that by its very nature the oil market can be prone to periodic disruptions and today s dislocation can be viewed as a natural part of a longer cycle When you put it into historical context today s behavior is no more severe than prior downturns such as those experienced as recently as 2008 and 1985 Investors who are concerned about how their portfolios can be affected by the energy sector should consult with their financial advisors who can help them get a clearer picture of the interaction between energy related developments and broader securities prices Topics for discussion might include Despite increasing optimism about the strength of the U S consumer is there reason to be concerned about real trouble

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/insights/2016/the-energy-sector-unsettled-but-not-in-crisis (2016-04-26)
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  • As China contemplates an exchange tax, psychology meets economic reality
    is not clear enough to allow us to confidently predict probable consequences Furthermore we are seeing speculation that the Tobin tax would initially be set at a rate of zero allowing currency traders to become accustomed to the concept of the tax in the first place in which case it would probably not have any immediate economic effect No repercussions for equities either From an equity market perspective the prospect of a Tobin tax may be marginally negative for investor sentiment but we don t think the tax will ultimately be a significant issue Despite the negative headlines and worrisome news reports we remind investors to keep in mind that 1 foreign ownership of the A share market is still quite small less than 3 of the total market capitalization and 2 at the company level the Tobin tax may have little influence on earnings This last point is an important part of our analysis because any policy move that could potentially harm earnings would get a lot of scrutiny from us In this case investors should know that we don t see obvious warning flags at this point Waiting for the green light but until then more of the same The imposition of a Tobin tax has long been studied by Chinese policymakers and indeed the PBOC has drafted a set of rules that set the stage for implementation at will However the question of when to roll out the tax is still uncertain and will very likely depend on changes in market conditions as noted at the beginning of this commentary For financial markets we think the new measure will probably have a larger psychological effect than a genuine tangible impact especially if the tax rate is set at zero in the beginning It s also worth noting that foreign direct investment and long term capital investments will not be subject to the tax the policy s goal is mainly to curb currency speculations One way to view the Tobin tax in our view is as a stop gap measure that might be added to other central bank actions that have been put in motion as of late For policymakers we think the key focus should continue to be on domestic monetary policies and liquidity in an effort to ease speculation over yuan weakness Communicating a sense of confidence is key when managing currency policies and we think such communication is missing today Further policy steps are likely to address asset quality issues in the banking sector as well as overhauls of industries that are struggling with overcapacity All in all this continues pointing to a two speed economy in China with the consumer responsible for driving incremental growth Accordingly we continue to see better investment opportunities related to Chinese consumers especially outbound spending areas such as tourism and lifestyle expenditures For a better look at the rise of Chinese tourism in recent years see this chart that accompanied our recent Insight More quantitative easing China style The

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/insights/2016/china-contemplates-tax-on-foreign-exchange (2016-04-26)
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  • Private placements as an alternative to public debt markets
    done in a day Private placements have a big benefit for insurance clients and there are really three reasons historically why insurers like private placements It gets them access to deals that they wouldn t otherwise see because by definition they are not going to the public market they get better structures because we are going to negotiate it so in terms of covenants they have better structures and because of the illiquid nature of the market we also get better pricing The primary buyers of private placements are insurance companies and the insurance companies like privates because it s a good fit for their asset liability management they need long term assets to offset their insurance liabilities so they don t mind the illiquid nature of the asset class They tend to buy them for buy and hold portfolios so they don t have to worry about the market and the extra yield they get obviously helps them on the insurance product side Because of our team experience and relationships with bankers we get great access to deal flow within the private placement market so whether it s a large deal or a small deal that the banker only wants to show to two or three investors they ll come to us because they know of our reputation and our relationships that we ll be able to get those deals done for them The views expressed represent the Manager s assessment of the market environment as of March 2016 and should not be considered a recommendation to buy hold or sell any security and should not be relied on as research or investment advice Carefully consider the Funds investment objectives risk factors charges and expenses before investing This and other information can be found in the Funds prospectuses and their summary prospectuses which may be obtained by visiting the fund literature page or calling 800 523 1918 Investors should read the prospectus and the summary prospectus carefully before investing IMPORTANT RISK CONSIDERATIONS Investing involves risk including the possible loss of principal Past performance does not guarantee future results The private placement capabilities described herein involve risks due among other things to the nature of the underlying investments There can be no assurance that any particular investment objective will be realized The private placement capabilities described herein are relevant only to persons who have the financial ability and willingness to accept the risks that are characteristic of private placement investment opportunities Future results are impossible to predict Subscribe to Insights Thought leadership from our portfolio managers and analysts on trending topics Email Name Firm I m interested in insights from All teams Equity only Fixed Income only Please select at least one team to subscribe to Subscribe Subscribe to Insights Thank you for your subscription Brad Ritter Head of Private Placements Group View bio See all from this author See all from this team Brad Ritter biography Brad Ritter CFA Senior Vice President Head of Private Placements Group Brad Ritter

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/insights/2016/private-placements-as-an-alternative-to-public-debt-markets (2016-04-26)
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  • Insights
    and clients Press releases Community Institutional investors Literature Insights Insights The energy sector Unsettled but not in crisis 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 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 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 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 Subscribe to Insights Thought leadership from our

    Original URL path: http://www.delawareinvestments.com/DI-Home/institutional-investors/literature/insights (2016-04-26)
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