Quantcast
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
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
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:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE Pacific NW - Year-End Holiday Social and Chapter Leadership Drive, December 5
  2. WE South - A Deep Dive Into the Offshore Ecosystem, December 6
  3. MFDF webinar - Unique Oversight Considerations For ETFs, December 6
  4. Stradley Ronon's Financial Services Regulatory Workshop, December 6
  5. MMI webinar - From an Idea to a Movement: Choosing Self-Confidence + Finding Our Strengths, December 7
  6. SEC Investor Advisory Committee Meeting, December 7
  7. MMI webinar - Make Your Money Work For You, December 12
  8. MFDF In Focus: Impacts of SCOTUS Affirmative Action Decision on Fund Boards and Industry Diversity Efforts, December 12
  9. P&I Best Places to Work In Money Management - The Future of Asset Management, December 12
  10. MFDF webinar - Investment Valuation and Governance: Deloitte's 21st Annual Fair Valuation Pricing Survey, December 13
  11. MFDF Director Discussion Series - Open Forum via Zoom, December 14
  12. MFDF 2024 Directors' Institute, January 22 - 24, 2024
  13. 2024 ICI Innovate, February 6 - 8, 2024
  14. The Advyzon Conference, February 20 - 22, 2024
  15. Raymond James 2024 Annual Shareholders Meeting, February 22, 2024
  16. MFDF 2024 Fund Governance & Regulatory Insights Conference, March 7 - 8, 2024
  17. Nicsa 2024 Strategic Leadership Forum, March 13 - 15, 2024
  18. 2024 MMI Summit, March 13 - 14, 2024
  19. Women In ETFs 10-Year Anniversary Celebration, March 14, 2024
  20. Wealth Management Edge 2024, May 13 - 16, 2024
  21. MFDF Conference of Fund Leaders Forum, June 5, 2024
  22. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20, 2024
  23. Morningstar Investment Conference Conference 2024, June 26 - 27, 2024
  24. 2024 MMI Annual Conference, October 15 - 17, 2024




©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use