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  • Nuclear Decommissioning Trusts
    Decommissioning Trusts Taft Hartley Client access About us Get to know us History Principles Management Products and clients Press releases Community Institutional investors Services Nuclear Decommissioning Trusts Nuclear Decommissioning Trusts Experience and commitment Delaware Investments is recognized as a leader in institutional investment management for nuclear decommissioning trusts NDTs Our broad range of investment products focus on long term performance and dedication to client services are why we continue to grow our NDT business Delaware Investments experience with NDTs dates to 1987 when we sponsored our first symposium on tax regulatory asset liability and market implications of decommissioning Since then we have sponsored four additional NDT conferences and have been a leading participant in the Utility Decommissioning Tax Group Products and services Delaware Investments offers a full product line and disciplined investment approach These features may make our separate account investment strategies a good choice for NDTs seeking to subsidize liabilities without absorbing undue risk NDTs operate in a complex tax and regulatory environment To address these needs Delaware Investments has developed specialized expertise including Customized portfolios for clients specific tax situations Controlled turnover to optimize the relationship of investment returns to tax liabilities Specialized systems for sophisticated tax lot accounting and performance measurement Indexed assets may no longer fit your mandate Recently many NDTs have begun to seek active portfolio management to diversify their core equity holdings Previously most trusts traditionally invested passively in equities seeking a conservative approach to an asset class that has only been available to NDTs by law since 1992 Delaware Investments value equity strategies may be a practical way to restore balance to equity holdings International equities and real estate investment trusts may be other options for diversifying a NDT s allocation to equities without sacrificing long term return potential Services Defined Contribution Investment

    Original URL path: http://www.delawareinvestments.com/institutional-investors/services/nuclear-decommisioning-trusts (2016-04-26)
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  • Socially Responsible Investing
    Nuclear Decommissioning Trusts Taft Hartley Client access About us Get to know us History Principles Management Products and clients Press releases Community Institutional investors Services Socially Responsible Investing Socially Responsible Investing Clients of Delaware Investments can invest capital in a manner that reflects ethical and social concerns that may be either personal or organizational The Delaware Investments approach With more than 13 years of experience managing separate accounts that incorporate social screens Delaware Investments has excelled at facilitating the elimination of investments in specific types of companies Organizations that want their investments to reflect their values have entrusted nearly 3 billion to our socially screened portfolios We maintain a dedicated investment and client service team to help clients achieve their socially responsible investment goals Delaware Investments professionals have long been active in such groups as the Social Investments Forum National Association for Treasurers of Religious Institutes New York Society of Securities Analysts Socially responsible equity portfolio investment process Begins with a universe of 1 000 companies Delaware Investments works with each client to tailor a set of investment guidelines corresponding to their values Any combination of several social screens are then applied to narrow the universe Typical screens include Tobacco Gambling Alcohol Labor Animal welfare Weapons Environment Human rights Birth control and abortion Social screens are defined by external consulting firms who research and monitor the business practices of many companies Because of the increased success that SRI has enjoyed socially responsible investors now include Universities Public retirement plans Nonprofit organizations Religious organizations Endowments Insurance companies Defined contribution plans Foundations Hospitals Services Defined Contribution Investment Only Endowments and Foundations Insurance Asset Management Nuclear Decommissioning Trusts Socially Responsible Investing Sub advisory Taft Hartley Contacts Scott J Kearney Senior Vice President Head of Institutional Sales Phone 215 255 8782 E mail scott

    Original URL path: http://www.delawareinvestments.com/institutional-investors/services/socially-responsible-investing (2016-04-26)
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  • Sub-advisory
    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 Services Sub advisory Sub advisory Delaware Investments reputation for superior client service has contributed to the company s success as an investment manager of mutual funds and separate accounts We provide dedicated client service in addition to the marketing and sales support needed for effective field distribution Sub advisory investment services Marketing support Wholesaling support Client service Portfolio updates Market research Communication support Institutional style Customized sales support Widespread distribution channels 40 Act Variable annuities Compliance and legal Training The institutional sales and client service teams understand that each sub advisory client may require various levels of support and investment management communication Above all our firm prides itself on providing clients with Investment options that strive to achieve consistent performance and style purity Strong client service Proactive communication Access to Delaware Investments portfolio managers Services Defined Contribution Investment Only Endowments and Foundations Insurance Asset Management Nuclear Decommissioning Trusts Socially Responsible Investing Sub advisory Taft Hartley 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

    Original URL path: http://www.delawareinvestments.com/institutional-investors/services/sub-advisory (2016-04-26)
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  • Taft-Hartley
    solutions for a wide range of investors such as institutions pension funds 401 k defined contribution plans endowments multiemployer benefit funds foundations corporations and individuals Delaware Investments entered the Taft Hartley market in 1974 Today we continue to help our clients provide secure retirement benefits for union members and their families Taft Hartley plans often face distinct challenges due to their governance structure and fiduciary responsibility for multiple investment pools We are committed to using our experience and resources to help Taft Hartley multiemployer funds meet their investment goals Products and services The depth of experience we have acquired over four decades helps us to carefully service Taft Hartley plans through several key attributes Disciplined risk control measures Ability to customize solutions for the Taft Hartley market Investment choices with capabilities covering a broad range of asset classes and styles A wide array of investment solutions Alternative specialty Global international equity U S value equity U S core equity Global real estate securities Infrastructure U S real estate securities Emerging markets Global growth Global value International value Labor sensitive international Large cap value Mid cap value Small cap value Large cap core Small cap core Socially responsible U S growth equity Fixed income All cap growth Large cap growth Smid cap growth Convertibles Core Corporate bonds Floating rate Global High yield Inflation protected bonds Insurance International Intermediate Liability driven Limited term Long duration Mortgage backed Multisector Municipal intermediate Private placements Investing involves risk including the possible loss of principal Clients first At Delaware Investments the strong heritage of our institutional business helps us to put clients first in everything we do When it comes to asset management our belief is that clients are best served by seeking strong performance and investment management consistent with the style they expect Because our

    Original URL path: http://www.delawareinvestments.com/institutional-investors/services/taft-hartley (2016-04-26)
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  • Delaware Pooled® Trust
    Semiannual report The Emerging Markets Portfolio II Fact sheet Commentary Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The Focus Smid Cap Growth Equity Portfolio Fact sheet Commentary Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The High Yield Bond Portfolio Fact sheet Commentary Summary prospectus Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The Labor Select International Equity Portfolio Fact sheet Commentary Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The Large Cap Growth Equity Portfolio Fact sheet Commentary Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The Large Cap Value Equity Portfolio Fact sheet Commentary Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report The Select 20 Portfolio Fact sheet Commentary Summary prospectus Prospectus SAI Schedule of Investments XBRL instance package Annual report Semiannual report 6 14 12696 Carefully consider the Portfolios investment objectives risk factors charges and expenses before investing This and other information can be found in the Portfolios prospectus and their summary prospectuses which may be obtained by clicking here or calling 800 231 8002 Investors should read the prospectus and the summary prospectus carefully before investing Investing involves risk including the possible loss of principal The Portfolios are distributed by Delaware Distributors L P an affiliate of Delaware Management Holdings Inc and Macquarie Group Limited Not FDIC Insured No Bank Guarantee May Lose Value Client forms Delaware Pooled Trust application Delaware Pooled Trust account redemption form Delaware Pooled Trust account transfer form Form ADV Part I of the Delaware Management Business Trust DMBT Prospectuses Issued annually our fund prospectuses present detailed information about funds investment objectives and strategies risks holdings performance and fees and expenses Shareholder reports Annual reports describe our

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/delaware-pooled-trust (2016-04-26)
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  • Institutional Class shares
    Dividend notices Delaware Foundation Growth Allocation Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Foundation Moderate Allocation Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Global Real Estate Opportunities Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware Global Value Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware Healthcare Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware High Yield Opportunities Fund Fact sheet Fund commentary Prior quarter commentary Taxable market commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package XBRL supplement package Dividend notices Delaware International Value Equity Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware Investments Ultrashort Fund formerly Delaware Cash Reserve reg Fund Fact sheet Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware Limited Term Diversified Income Fund Fact sheet Fund commentary Prior quarter commentary Taxable market commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Mid Cap Value Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Minnesota High Yield Municipal Bond Fund Fact sheet Muni market quarterly commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware National High Yield Municipal Bond Fund Fact sheet Fund commentary Muni market quarterly commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Delaware REIT Fund Fact sheet Fund commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Select Growth Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Small Cap Core Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Small Cap Value Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package Dividend notices Delaware Smid Cap Growth Fund Fact sheet Fund commentary Prior quarter commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package XBRL supplement package Dividend notices Delaware Tax Free Arizona Fund Fact sheet Muni market quarterly commentary Summary prospectus Prospectus Annual report Semiannual report SAI Schedule of investments XBRL instance package

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/institutional-class-shares (2016-04-26)
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  • Variable Insurance Product
    Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Smid Cap Growth Series Closed to new investors Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP U S Growth Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Value Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Trust Standard Class Delaware VIP Diversified Income Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Emerging Markets Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP High Yield Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP International Value Equity Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Limited Term Diversified Income Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP REIT Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Small Cap Value Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Smid Cap Growth Series Closed to new investors Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP U S Growth Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package Delaware VIP Value Series Fact sheet Commentary Summary prospectus Prospectus Schedule of investments Annual report Semiannual report SAI XBRL instance package 6 14 12696 As of Feb 24 2012 Delaware VIP Smid Cap Growth Series is closed to new investors The Series will continue to be available in the products in which it is currently utilized and the Series will remain open to new and existing contract holders of current insurance company products that include the Series Contract holders of existing insurance companies that offer the Series will be able to continue to make purchases of shares including purchases through reinvestment of dividends or capital gains distributions and exchanges regardless of whether they own or have owned in the past shares of the Series The Series reserves the right to modify this policy at any time Please read the latest prospectus and summary prospectus for more information concerning this event Please request a prospectus Carefully consider the Series investment objectives risk factors charges and expenses before investing This and other information can be found in the Series prospectus and its summary prospectus which may be obtained by clicking the prospectus link located in the right hand sidebar or by calling 800 523

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/variable-insurance-product (2016-04-26)
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  • Separate accounts
    the opportunity to customize the management of their portfolio by including or excluding certain types of securities sectors or segments within a given asset class The minimum account size is typically 10 million Below explore our array of separate account strategies U S Value Equity Large Cap Value Focus Fact sheet Mid Cap Value Equity Fact sheet Small Cap Value Equity Fact sheet U S Real Estate Securities Fact sheet Core Equity Large Cap Core Equity Fact sheet Small Cap Core Equity Fact sheet Socially Responsible Equity ESG Fact sheet Back to the top Global International Emerging Markets Equity Fact sheet Focus Global Growth Equity Global Real Estate Securities Fact sheet Global Value Equity Fact sheet Healthcare Equity Fact sheet International Value EAFE Equity Fact sheet International Value Equity Fact sheet Back to the top Thank you for your interest in Delaware Investments growth equity As of May 1 2014 the Delaware Investments Focus Growth team is now Jackson Square Partners LLC Please click here to visit their website For more information on the relationship between Delaware Investments and Jackson Square Partners LLC please see our press release Dividend Income Dividend Income Fact sheet Fixed Income Convertibles Fact sheet Core Focus Fixed Income Fact sheet Core Plus Focus Fixed Income Fact sheet Corporate Bond Fixed Income Fact sheet Floating Rate Multi sector Fixed Income Fact sheet High Yield Focus Fixed Income Fact sheet Intermediate Fixed Income Fact sheet Limited Term Fixed Income Fact sheet Limited Term Multi sector Fixed Income Fact sheet Long Duration Fixed Income Fact sheet Long Duration Government Credit Fixed Income Fact sheet Long Duration Investment Grade Fixed Income Fact sheet Multi sector Fixed Income Fact sheet Municipal Intermediate Fixed Income Fact sheet Back to the top U S Growth Equity All Cap Growth Equity Large Cap

    Original URL path: http://www.delawareinvestments.com/institutional-investors/literature/separate-accounts (2016-04-26)
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