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  • Account services
    notice Prices and performance Historical pricing and distributions Literature Fund literature Insights Chart of the month Notes from the desk Archive Account information Account access Account forms Account services Proxy voting information Tax information About us Get to know us History Principles Management Products and clients Press releases Community Individual investors Account information Account services Account services We can help you invest conveniently and easily Accessing your account Learn how you can access your personal account information by phone or online 24 hours a day seven days a week Opening an account Access information about opening an account including applications and limits that may apply Conducting transactions Whether you choose to buy sell or exchange fund shares this section explains what you need to know Tailoring your account Select features for your account that may make investing easier for you Account information Account access Account forms Account services Proxy voting information Tax information 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 and that entity s

    Original URL path: http://www.delawareinvestments.com/individual-investors/account-information/account-services (2016-04-26)
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  • Proxy voting information
    About us Get to know us History Principles Management Products and clients Press releases Community Individual investors Account information Proxy voting information Proxy voting information Monitor proxy voting by funds Review proxy voting information such as policies procedures and voting record for each Delaware Investments fund 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 Investing involves risk including the possible loss of principal Account information Account access Account forms Account services Proxy voting information Tax information Privacy statement Legal notice Business continuity Business ethics Get to know us Contact us Press releases Careers 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 Investing involves risk including the

    Original URL path: http://www.delawareinvestments.com/individual-investors/account-information/proxy-voting-information (2016-04-26)
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  • Tax information
    including tax information To sign up for Account Access call our Shareholder Service Center at 800 523 1918 Importing tax data into TurboTax Are you a TurboTax user You may be able to import tax information directly from your Delaware Investments account into TurboTax For more information Internal Revenue Service The Internal Revenue Service IRS has several publications and Web tools available free of charge to help taxpayers complete their tax returns These publications and tools including IRS Publication 550 Investment income and Expenses can be obtained by visiting the IRS website at irs gov Publications can also be obtained by calling the IRS at 800 TAX FORM 800 829 3676 Delaware Investments Request duplicate tax forms by calling our Shareholder Service Center at 800 523 1918 weekdays from 8 30 a m to 6 00 p m Eastern time Investing involves risk including the possible loss of principal Carefully consider the Fund s investment objectives risk factors charges and expenses before investing This and other information can be found in the Fund s prospectus and its summary prospectus which may be obtained by visiting our fund literature page or calling 800 523 1918 Investors should read the prospectus and the summary prospectus carefully before investing The information contained in the Tax Center is not intended to be legal or tax advice If you need assistance preparing your tax return please consult a tax advisor Information may be abridged and therefore incomplete Any discussion pertaining to taxes in this communication including attachments may be part of the promotion or marketing of a product Advice if any related to federal taxes that is contained in this communication including attachments is not intended or written to be used and cannot be used for the purpose of avoiding penalties under the Internal Revenue

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  • Get to know us
    on this computer Submit Not registered Forgot password Home Products Mutual funds Managed accounts How to invest with us Performance Dividend notice Prices and performance Historical pricing and distributions Literature Fund literature Insights Chart of the month Notes from the desk Archive Account information Account access Account forms Account services Proxy voting information Tax information About us Get to know us History Principles Management Products and clients Press releases Community Individual investors About us Get to know us Get to know us At Delaware Investments our investment teams leverage global perspectives and independent thinking to help clients achieve their financial goals Hear from our portfolio managers on themes common to our teams in the featured videos below 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 and that entity s obligations do not represent deposits or other liabilities of Macquarie Bank Limited MBL MBL does not guarantee or otherwise provide assurance

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  • History
    Account information Account access Account forms Account services Proxy voting information Tax information About us Get to know us History Principles Management Products and clients Press releases Community Individual investors About us History History Delaware Investments was founded in 1929 at the start of the Great Depression and has evolved into a world class asset management firm in the 21st century See the timeline below to learn about milestones in the eight decades long history of Delaware Investments Milestones 1929 Delaware Investments is founded 1938 Delaware Investments introduces its first mutual fund 1970 Begin managing fixed income strategies 1972 Institutional separate account management is established 1974 Taft Hartley business is established 1978 Our flagship money market fund is introduced 1990 International global capabilities are established 1994 Managed accounts business is established 1995 Delaware Investments joins Lincoln Financial Group 2000 Decade of broadening investment capabilities begins 2007 Dublin Ireland based UCITS funds are launched 2010 Delaware Investments joins Macquarie Group 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

    Original URL path: http://www.delawareinvestments.com/individual-investors/about-us/history (2016-04-26)
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  • Principles
    consistently superior asset management and unparalleled client service We strongly believe in our investment processes the consistent results we seek to deliver and the value we can add for our clients Our firm is guided by five main principles Clients First At Delaware Investments we seek to put investors first We also remain committed to upholding the company s strong institutional heritage which serves us well when crafting mutual funds managed accounts and other products for investors Our goal is to provide financial intermediaries with quality investment products that can help investors reach their goals Passion for Performance The results oriented culture at Delaware Investments seeks to put investors first and begins with a passion for performance This focus on performance means that disciplined investment teams are encouraged to rely on proprietary fundamental research and to strive for consistency of return We focus on our stated investment objectives knowing that our shareholders expect investment results without surprises Although we cannot guarantee performance we strive to fulfill client expectations about both investment performance and service People We re Proud of Organizations are their people and Delaware Investments recognizes that our employees passion for the business drives its success That s why we ve fostered a culture of service and have routinely added seasoned professionals to the talent already in our asset management ranks Powered by Research At Delaware Investments Powered by Research is more than just a slogan it s the way we ve structured the company Our senior executives have created an investment culture driven by research and characterized by a passion for performance Regardless of the latest trends in investment management we create portfolios that we believe can help investors benefit over the long run Strength in Partnership Delaware Investments understands the power of partnerships in a knowledge based

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  • Management
    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 in 1999 Chen began his career at Evergreen in 1995 as an analyst covering Asian and global healthcare stocks before being promoted to portfolio manager in 1998 Prior to

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  • Products and clients
    Account forms Account services Proxy voting information Tax information About us Get to know us History Principles Management Products and clients Press releases Community Individual 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

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