The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Ivy Turns Over a Brand New Leaf Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, April 22, 2016

Ivy Turns Over a Brand New Leaf

Reported by Neil Anderson, Managing Editor

Hank Herrmann is tweaking Ivy Funds' branding.

Hank Hermann
Waddell & Reed Financial
Chairman, Chief Executive Officer
Today Herrmann reveals that Overland Park, Kansas-based Ivy Funds' new name will be Ivy Investments [profile]. Along with the name change, Ivy's logo is getting an upgrade, though the mutual fund firm's "The World Covered" tagline is remaining unchanged. And Ivy Funds Distributor becomes Ivy Distributors.

"We will continue to distinguish our brand by emphasizing our global research and market coverage," states Herrmann, CEO of Ivy's publicly-trade parent, Waddell & Reed Financial [profile].

Thomas W. Butch
Ivy Funds Distributor, Inc.
President and Chief Executive Officer
Tom Butch, president and CEO of Ivy Distributors, says that the new "single brand umbrella 'Ivy Investments' reflects the steps taken over several years to broaden Ivy's product line beyond U.S. retail mutual funds, reaching new clients and addressing the evolving needs of existing clients."

Lori Dorsey, senior vice president and director of marketing at Ivy, says that they "have been working toward this [brand shift] for quite some time."

"Ivy has long offered products beyond retail mutual funds, so the Ivy Funds moniker was limiting in that regard," Dorsey tells MFWire, adding that this is "a natural progression of Ivy's brand."

Watch for Ivy's new website, IvyInvestments.com, to go online tonight. Over the next six to twelve months, Dorsey says, Ivy's institutional and global businesses will also be shifted into the new website.

Dorsey and her also had outside help on the branding project.

"We work with Swandog Strategic Marketing, Dave Swanson, out of Chicago," Dorsey says, adding that they first worked with Swandog back in 2011.

Ivy Investments

Under Swanson's direction, Dorsey adds, Ivy also worked with 50,000 Feet on the project.

All of Waddell, which includes Ivy, had about $104 billion in AUM as of December 31. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. ETF.com Awards 2020, April 20
  2. The 31st Sub-Advised Funds Forum, Apr 20-21
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  5. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  6. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  7. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  8. IDC Webinar: The Future of the Workplace - April 2021, April 23
  9. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  10. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  11. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  12. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  13. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  14. ICI 2021 General Membership Meeting - Day 1, May 6
  15. Emerging Manager Forum USA, May 12-14
  16. ICI 2021 General Membership Meeting - Day 2, May 13
  17. 2021 FINRA Annual Conference, May 18-20
  18. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  19. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  20. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  21. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  22. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  23. ICI 2021 Operations and Technology Conference, May 20
  24. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  25. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  26. IDC 2021 Virtual Fund Directors Workshop, June 3

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use