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  • History of U.S. debt cycles
    IMF Working Paper No 13 5 International Monetary Fund 2013 for data between 1880 and 2011 The Federal Reserve Bank of St Louis data from 2012 to 2015 A look at U S financial history shows a series of peaks and valleys in how much debt the government businesses and consumers take on in the U S economy But as this illustration of debt as a percentage of GDP demonstrates the cycles of debt were more constrained in the late 19th and early 20th centuries That was in spite of the fact that economic life during that period could be volatile with panics bank runs and economic downturns occurring regularly With little in the way of government interference booms and busts were common There was one advantage when debtors went bust or banks failed the next upturn started with relatively clean balance sheets The dramatic financial and economic effects of the 1930s Great Depression however caused the government to realize that it could not allow this kind of severe contraction to happen again That was the start of the government stepping in with spending and fiscal policies to smooth out business cycles By the time World War II began government intervention had produced a more stable pattern But excesses accumulated during booms were no longer washed out during recessions Instead each new cycle carried the debt and imbalances to increasingly higher levels That led economists to term these debt cycles as supercycles The chart shows that the level of debt in the latest supercycle is nearly as high as just following World War II a war that required massive amounts of debt to conduct it and with a post war period of enormous pent up demand in the private sector The views expressed represent the Manager s assessment of the

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/chart-of-the-month/history-of-us-debt-cycles (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/DI-Home/institutional-investors/about-us/press-releases.aspx (2016-04-26)
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  • Privacy statement
    are committed to protecting the privacy of our potential current and former customers To provide the products and services you request we must collect personal information about you We do not sell your personal information to third parties We collect your personal information and share it with third parties as necessary to provide you with the products or services you request and to administer your business with us This notice describes our current privacy practices While your relationship with us continues we will update and send our privacy practices notice as required by law Even after that relationship ends we will continue to protect your personal information You do not need to take any action because of this notice Information we may collect and use We collect personal information about you to help us identify you as our potential current or former customer to process your requests and transactions to offer investment services to you or to tell you about our products or services we believe you may want to use The type of personal information we collect depends on the products or services you request and may include the following Information from you When you submit your application or other forms or request information on our products online or otherwise you give us information such as your name address Social Security number and your financial history Information about your transactions We keep information about your transactions with us such as the products you buy from us the amount you paid for those products your investment activity and your account balances Information from your employer In connection with administering your retirement plan we may obtain information about you from your employer Information received from third parties In order to verify your identity or to prevent fraud we may obtain information about you from third parties How we use your personal information We do not disclose nonpublic personal information about our potential current and former customers unless allowed or required by law We may share your personal information within our companies and with certain service providers They use this information to process transactions you have requested provide customer service and inform you of products or services we offer that you may find useful Our service providers may or may not be affiliated with us They include financial service providers for example third party administrators broker dealers and other financial services companies with whom we have joint marketing agreements Our service providers also include nonfinancial companies and individuals for example consultants information services vendors and companies that perform mailing or marketing services on our behalf Information obtained from a report prepared by a service provider may be kept by the service provider and shared with other persons however we require our service providers to protect your personal information and to use or disclose it only for the work they are performing for us or as permitted by law We also may provide information to regulatory authorities law enforcement officials and others to

    Original URL path: http://www.delawareinvestments.com/institutional-investors/privacy-statement (2016-04-26)
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  • Legal notice
    contact Delaware Investments immediately Delaware Investments will not be liable for any loss or damage arising from your failure to comply with this paragraph Privacy Statement To ensure service quality and better serve our customers Delaware Investments expressly reserves the right to access archive or monitor any use of this Web Site General Disclaimers No Warranties Delaware Investments does not make nor imply any warranties about this Web Site We disclaim to the fullest extent permitted by law any such express or implied warranties including the implied warranties of merchantability fitness for a particular purpose and non infringement Our disclaimer may not apply to you if you live in a state that does not allow disclaimers of implied warranties Service may be interrupted This Web Site is owned and operated by Delaware Management Holdings Inc Delaware Investments may modify suspend discontinue or restrict the use and availability of any portion of this Web Site at any time without notice or liability Your use of this Web Site may be monitored by Delaware Investments and used for Delaware Investments internal business purposes without liability This Web Site may not always be accessible to you Delaware Investments does not guarantee that services provided by this Web Site will not be interrupted Periods of volatile or unusual market activity in particular may affect systems availability or response time You are responsible for your connectivity You also agree that you are responsible for the means you use to access the Delaware Investments Web Site and understand that your hardware software the Internet your Internet Service Provider and other third parties involved in connecting you may not perform as intended or desired Downloads may not be error free We also do not promise that any software or other information that you may download or copy will be error free If any defects are detected we do not promise that they will be corrected Not responsible for third party links You agree that you will not link to this Web Site We do not review and are not responsible for the content or continued accessibility of the services provided or information posted by any independent providers who are not affiliated with Delaware Investments third parties or third party sites that are linked to our Web Site either with or without our permission We do not represent or warrant that the information or services for example market data or financial tools provided by such third parties are suitable for you timely accurate complete or reliable By providing access to other Web Sites Delaware Investments is not recommending the purchase or sale of securities issued by any company nor are we endorsing the products or services provided by such third party Not responsible for third party damages Delaware Investments also disclaims responsibility for any damages third parties may cause to you through the use of this Web Site whether intentional or unintentional For example you understand that hackers may breach our security procedures and that Delaware Investments will

    Original URL path: http://www.delawareinvestments.com/institutional-investors/legal-notice (2016-04-26)
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  • Business continuity
    Plan BCP readiness to its regulators as required The main objective of the Macquarie BCM Policy is to ensure that Macquarie is adequately prepared to continue business critical functions in the event of a disaster and to uphold its contractual agreements with third parties including clients In line with this framework Macquarie has developed global pandemic management plans and strategies in response to the global avian influenza threat of 2003 and to the emerging threat of an H1N1 or swine influenza pandemic Crisis management procedures and responsibilities are documented detailing communication and escalation procedures in the event of business disruption or a disaster These procedures are reviewed on a regular basis by management to ensure they are up to date with current business practices Concurrently guidelines are communicated to all employees on a regular basis as part of the BCP Program Monitoring risk to individual countries is regularly conducted by Macquarie s Corporate Risk Department focusing on those countries where Macquarie has an existing presence The strategy uses the advice and pandemic preparation plans of the governments of the major locations in which we operate the World Health Organization and our specialist risk and medical advisors Preventative measures have been identified that assist in limiting the spread of infectious diseases that could impact Macquarie s operations These include supplier agreements for the procurement of Tamiflu hand washes and masks Business continuity planning is centrally managed across Macquarie by a dedicated team Each Division has its own BCP Manager responsible for the coordination of the Division s recovery in accordance with the Division s Business Continuity Plan These plans identify key personnel their alternates and recovery sites Disaster recovery plans for all critical applications and systems are tested on a regular basis Results of application recovery tests are documented and reviewed

    Original URL path: http://www.delawareinvestments.com/institutional-investors/business-continuity (2016-04-26)
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  • Business ethics
    or relationship that could reasonably be expected to give rise to a conflict of interest with the General Counsel or the Chief Compliance Officer Officers are expected to carefully consider the following as potential conflicts of interest any outside business activity service as a director on the board of any other company receipt of gifts in excess of a nominal amount receipt of entertainment that is not reasonable in cost or appropriate as to time place and frequency influence on hiring evaluation or compensation of any family member and any direct or indirect financial interest from the Funds or their service provider vendors Certain conflicts of interest covered by this Code arise out of the relationships between Officers and the Funds service providers that already are subject to conflict of interest provisions in the Investment Company Act of 1940 and the Investment Advisers Act of 1940 For example Officers may not individually engage in certain transactions such as the purchase or sale of securities or other property with the Funds because of their status as affiliated persons of the Funds Therefore as to the existing statutory and regulatory prohibitions on individual behavior this Code will not apply Officers must in all cases comply with applicable statutes and regulations As to conflicts arising from or as a result of the contractual relationship between the Funds and the service providers of which the Officers are also officers or employees it is recognized by the Funds that subject to the service provider s fiduciary duties to the Funds the Officers will in the normal course of their duties be involved in establishing policies and implementing decisions which will have different effects on the service providers and the Funds The Funds recognize that the participation of Officers in such activities is inherent in the contractual relationship between the Funds and the service providers and is consistent with the expectation of the Funds of the performance by the Officers of their duties as officers of the Funds In addition it is recognized by the Funds that Officers may also be officers or employees of other investment companies advised by the same adviser and that the codes of those investment companies will apply to the Officers acting in such capacities Whenever a question arises dealing with ethical standards or potential conflicts of interest it is the responsibility of Officers to raise the question with the Legal or Compliance Departments to resolve the issue Officers are expected to call the Chief Compliance Officer or the General Counsel with any questions or for clarification on conflicts of interest issues Fair disclosure Much of our business is dependent on information and the handling of that information The reporting management and communication of appropriate information internally and to the public are critical to the Funds continued success Officers are responsible for reporting data preparing reports and documents that the Funds file with or submit to the SEC documents that are sent to Fund shareholders or information that is publicly disseminated

    Original URL path: http://www.delawareinvestments.com/institutional-investors/business-ethics (2016-04-26)
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  • Contact us
    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 Contact us Contact us Head of Institutional Sales Scott J Kearney 215 255 8782 Head of Institutional Client Services John Finnegan 215 255 2943 Institutional Client Services Kimberly L Aspenleider 215 255 1278 Sylvie S Blender 215 255 8726 William L Conrad 215 255 1086 Woodward W Skip Corkran 215 255 2989 Joseph E McLane 215 255 2328 Katrina M Malfara 215 255 1538 Anya O Malley 215 255 8744 Alexandra R Parson 215 255 8662 Catherine A Seklecki 215 255 1033 Sotheavy Vann 215 255 1298 Institutional Sales Consultant Relations Keith A Birkhaeuser 617 470 8323 Trevor M Blum 503 534 3516 Insurance Asset Management Scott J Kearney 215 255 8782 Taft Hartley Sales Client Services William L Conrad 215 255 1086 Ex U S Sales and Service Gerald T Nichols 1 215 255 8549 Camillo D Orazio 1 215 255 1658 Defined Contribution Investment Only RIA Jamie Fox 215 255 1330 Media Daniela Palmieri 215 255 8878 Marlene Petter 215 255 1427 Mount Nadler Inc 212 759 4440 Private Placement inquiries Terry Checchia 215 255 8677 Delaware Investments 2005 Market Street One Commerce Square Philadelphia PA 19103 7094 215 255 1200 Privacy statement Legal notice Business continuity Business ethics Get to know us Contact us Press releases Careers Any Macquarie Group entity noted

    Original URL path: http://www.delawareinvestments.com/institutional-investors/about-us/contact-us-institutional (2016-04-26)
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  • Register
    are required Contact information First name Last name Firm Zip code Phone number Username and password E mail username Confirm e mail Password Confirm password Terms and conditions View Terms and conditions This web site is designed for institutional investors only Delaware Investments is pleased to provide the information on this web site Web Site to you subject to your acknowledgement and acceptance of the terms of use Terms of Use This Web Site is for informational purposes only This Web Site does not provide investment advice or recommendations and any mention or discussion of specific securities or other investments should not be deemed to be investment advice or a recommendation to purchase or sell such securities or other investments In addition information provided in this Web Site is not an offer to sell or solicitation or offer to buy any security The information on this Web Site is intended solely for institutional investors that are persons residing in the United States Nothing contained in these Terms of Use is intended to modify or amend any other written agreement if any that may currently be in effect between you and Delaware Investments with regard to matters other than your use of this Web Site Your use of this Web Site means that you acknowledge and accept these Terms of Use and the terms of the Delaware Investments Legal Notice Investing involves risk including the possible loss of principal Past performance does not guarantee future results For Institutional Investor Use Only Not for Distribution to the Public Click I accept to confirm your status as an institutional investor or a consultant to an institutional investor and to indicate your acknowledgement and acceptance of these Terms of Use and the terms of the Delaware Investments Legal Notice I accept I decline You

    Original URL path: https://www.delawareinvestments.com/financial-advisors//account-access/Register.aspx?reqpage={377C1E10-3709-4579-A9E5-D7D04E1F41F9} (2016-04-26)
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