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MFWire: Delaware Funds, Optimum Funds
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Macquarie Investment Management
One Commerce Square
2005 Market Street
Philadelphia, PA  19103
Google Maps

Contact
Main Phone: 215-255-1200
Web Site: http://www.delawareinvestments.com

Mutual Fund Brand(s)
Delaware Funds, Optimum Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    As of April 3, 2017, Macquarie rebranded Delaware Investments as Macquarie Investment Management.

    The predecessor to Delaware Investments was founded in 1929 and the firm launched its first mutual fund in 1938. Delaware Investment Advisors, the firm's advisory arm, is also known as DIA.

    Lincoln Financial Group

    In 1995, then Delaware Management CEO Wayne Stork led negotiations to sell the firm to Lincoln National Corporation, the Fort Wayne, Indiana, financial services company. After the sale Delaware continued to operate under its own branding and maintained its headquarters in Philadelphia.

    Stork retired as CEO and CIO of Delaware Management in 1999 and was succeeded by Jeffrey J. Nick.

    In 2007, The firm launched its initial Ireland-based UCITS funds.

    Macquarie Group

    On August 19, 2009, Australian-headquartered Macquarie Group entered into an agreement to purchase Delaware Investments from Lincoln Financial for $428 million. At the time, Delaware claimed assets under management of more than $125 billion.

    Macquarie completed the acquisition on January 4, 2010 for $451.8 million in cash, subject to customary post-closing adjustments.

    Delaware is now branded as "Delaware Investments, a member of Macquarie Group."

    Delaware president Shawn Lytle and his management team run Delaware. Lytle reports to Ben Bruck, chairman of Delaware and global head of Macquarie Investment Management. Bruck has moved to Philadelphia.
    Macquarie Investment Management logo

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    Key People:
    Shawn Lytle
    Deputy Global Head / President, Macquarie Investment Management / Delaware Funds
    Brett Wright
    Co-Head of Client Group, Macquarie Investment Management
    David Connor
    Senior Vice President, General Counsel, Secretary, Delaware Investments
    David Brenner
    Chief Administrative Officer, Macquarie Investment Management
    Roger Early
    Global Co-Head, Fixed Income, Macquarie Investment Management
    Scott Kearney
    Head of Institutional Sales, Delaware Investments
    Neil Siegel
    SVP, Co-Head of Client Group, Macquarie Investment Management
    Ania Mikson
    Head of Human Resources, Delaware Investments
    Story Archive for Macquarie Investment Management
    Published On Story Headline Publication
    12/10/2018 A Multinational AM Hunts For International Equity Specialists MFWire.com
    12/6/2018 Lytle Warns That AM Industry Bifurcation Is Here to Stay MFWire.com
    11/15/2018 Macquarie vs Pimco, On Ice! MFWire.com
    10/31/2018 Lytle Scores an Ivy League First MFWire.com
    10/1/2018 Week In Preview, October 1-7 MFWire.com
    9/10/2018 Week In Preview, September 10-16 MFWire.com
    8/16/2018 Macquarie Preps a Historic HQ Move MFWire.com
    7/13/2018 An Ex-Delaware Consultant Resurfaces at Vanguard MFWire.com
    7/3/2018 A Consultant Leaves Delaware Funds After Four Years MFWire.com
    7/2/2018 Week In Preview, July 2-8 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/7/2018 Week In Preview, May 7-13 MFWire.com
    4/16/2018 Week In Preview, April 16-22 MFWire.com
    3/20/2018 T. Rowe, Fido, and PrimeCap Lead This Pack MFWire.com
    3/15/2018 Macquarie IM Keeps M&A Hunting Amid Thoughtful Expansion in the U.S. MFWire.com
    3/12/2018 The Power Behind Delaware Buys a $4.49B-AUM Shop MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    10/31/2017 Lytle Shares Macquarie's Potential Acquisition Dreams MFWire.com
    10/30/2017 Week In Preview, October 30-November 5 MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    4/25/2017 Is Macquarie Still an Acquirer in the U.S.? MFWire.com
    4/3/2017 Delaware Transforms MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/15/2017 Follow the Fundsters - March 15, 2017 MFWire.com
    2/3/2017 Filings for Fundsters - February 3, 2017 MFWire.com
    1/18/2017 Filings for Fundsters - January 18, 2017 MFWire.com
    1/13/2017 Mutual Fund Milestones - January 13, 2017 MFWire.com
    12/14/2016 Follow the Fundsters - December 14, 2016 MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    11/14/2016 UniCredit Shops Pioneer: A Timeline MFWire.com
    11/7/2016 People on the Move - November 7, 2016 MFWire.com
    10/11/2016 Filings for Fundsters - October 11, 2016 MFWire.com
    9/22/2016 Will Aberdeen, Allianz, Macquarie, or Natixis Offer $3B For a Multinational Asset Manager? MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    5/2/2016 Delaware's Wright Hires In Florida MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/2/2016 Delaware's Parent Hires a T. Rowe Bigwig MFWire.com
    12/9/2015 Delaware Buys a 20-Year-Old Shop in Gotham MFWire.com
    11/30/2015 Delaware Changes the PM Lineup On a Multi-Billion-Dollar Fund MFWire.com
    9/17/2015 An East Coast Shop Converts Its Only Money Fund MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/28/2015 This LPL Platform Is About to Get Much More Important MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/20/2015 UBS GAM Americas and Delaware Both Draft New Chiefs MFWire.com
    2/19/2015 Delaware's Coyne Is Retiring MFWire.com
    2/9/2015 Where Are Pimco's 401k Dollars Flowing? MFWire.com
    11/17/2014 Trust Company of the West Hunts ... in the West MFWire.com
    6/13/2014 Delaware's Bond Boys Treat Reporters to a 21 Club Lunch MFWire.com
    11/18/2013 Aberdeen Defends Scotland from the Australians MFWire.com
    11/7/2013 Delaware's Owner Moves to Block an Aberdeen Deal MFWire.com
    9/20/2013 An Invesco Vet Joins Delaware in Texas MFWire.com
    8/12/2013 Delaware Updates 12 Muni Funds MFWire.com
    6/19/2013 Delaware Charges Less For a Cash Fund MFWire.com
    6/17/2013 More Woes Afflict Marsico MFWire.com
    6/14/2013 Optimum Removes Sub-Advisor MFWire.com
    5/7/2013 $180B Firm Expands EM Team MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    12/4/2012 Is Delaware's Parent Ripe for a Sale? MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    9/28/2012 Delaware Scores an NHL Vet MFWire.com
    8/1/2012 Stork and Reaper for August 1, 2012 MFWire.com
    5/15/2012 Hartford's Retirement Chief Adds 16 Funds MFWire.com
    5/1/2012 A Texas Wholesaler Switches Firms MFWire.com
    4/27/2012 Macquarie Won't Be Another Guggenheim MFWire.com
    3/14/2012 Delaware Names its Internal Sales Head MFWire.com
    3/9/2012 And the Lipper Fund Awardees Are... MFWire.com
    2/23/2012 And the Leading DWS Bidders Are MFWire.com
    2/14/2012 Deutsche Shortens its Shortlist for DWS MFWire.com
    2/1/2012 Will Macquarie Buy Delaware a Sibling? MFWire.com
    1/30/2012 Delaware Boosts its Sales Team MFWire.com
    12/21/2011 Are These Funds Worth a Second Look? MFWire.com
    12/16/2011 The Next Star PMs? The Street Makes a List MFWire.com
    9/12/2011 Money Management and Squash are Similar, Says Delaware CEO MFWire.com
    3/24/2011 MFS and Delaware Take Home the Gold MFWire.com
    10/28/2010 The WSJ Notices Warnings From Delaware's Parent MFWire.com
    10/7/2010 Vanguard Drops AllianceBernstein in Favor of Two Sub-advisors MFWire.com
    10/5/2010 DWS Pries Diamond Away from UBS MFWire.com
    9/28/2010 TCW Loses a Sub-Advisory Mandate MFWire.com
    7/13/2010 Mutual of America Lands an Intrepid PM MFWire.com
    6/11/2010 Delaware Taps Talent from Goldman MFWire.com
    5/4/2010 Delaware Investments Plans to Expand its National Accounts Team MFWire.com
    4/30/2010 Delaware Investments Tweaks its Sales Force's Comp MFWire.com
    3/25/2010 A Delaware Wholesaler Moves On MFWire.com
    3/25/2010 T. Rowe, RidgeWorth Bag "Overall" Awards MFWire.com
    1/26/2010 Delaware Debuts a New Fund Under the Macquarie Banner MFWire.com
    1/4/2010 Delaware Starts the Year with a New Owner MFWire.com
    1/4/2010 Eyes Turn to Janus as January Dawns MFWire.com
    12/17/2009 BNY Mellon Asset Servicing Lands a Back-Office Contract MFWire.com
    10/29/2009 Lincoln is 'On Track' to Finish Delaware Sale MFWire.com
    8/19/2009 Delaware's Pricing May Reflect a "Crunch" Discount MFWire.com
    8/19/2009 Macquarie Steals Delaware MFWire.com
    8/6/2009 Lincoln Beefs Up One Product's Fund Lineup 401kWire.com
    7/31/2009 Esposito Plots His Post-Aberdeen Plans MFWire.com
    7/27/2009 Aberdeen is 'Definitely Not Pursuing' Delaware, Gilbert Says MFWire.com
    6/30/2009 Haldeman Leaves Putnam For Good MFWire.com
    6/26/2009 Aberdeen Hunts for Added U.S. Distribution MFWire.com
    5/18/2009 Who Will Fink Buy? MFWire.com
    5/15/2009 A Fund Firm's Parent Refuses Bailout Cash MFWire.com
    4/21/2009 Sale Buzz Continues to Swirl Around an Asset Manager MFWire.com
    4/8/2009 Will TARP Money Flow to DC Providers' Parents? 401kWire.com
    4/3/2009 Goldman Sachs Reportedly Helps a Fund Firm Look for Possible Buyers MFWire.com
    2/10/2009 Lincoln's Investment Management Arm Swings to a Q4 Loss MFWire.com
    10/13/2008 Delaware Taps Goldman Vet as Distribution Chief MFWire.com
    10/1/2008 Delaware Hands Out $350 Million Subadvisory Mandate MFWire.com
    6/12/2008 The Desmarais Put Their Mark on Putnam with Reynolds Hire MFWire.com
    4/23/2008 Seligman is Said to be on the Block Again MFWire.com
    4/3/2008 Natixis President and CEO Takes on Expanded Role MFWire.com
    3/14/2008 Lincoln Financial Group Names a Point Person for M&A 401kWire.com
    3/14/2008 Bank Funds Fall into the Job Spotlight MFWire.com
    3/12/2008 Seligman Expands its Retirement Sales Team 401kWire.com
    2/15/2008 AST Capital CIF Chief Moves On 401kWire.com
    1/31/2008 Common Outlooks and Opportunities Drove The Deal, Says Farrell 401kWire.com
    12/17/2007 ALPS Hires National Sales Director MFWire.com
    10/16/2007 Northern Trust Taps Four Subadvisors for New Fund MFWire.com
    9/14/2007 Delaware Shareholders Approve Changes to Fund Policy MFWire.com
    9/11/2007 Lincoln Affiliate Launches Collective Trust Funds 401kWire.com
    8/15/2007 Delaware Taps T. Rowe Vet As Head of High-Yield Investments MFWire.com
    8/1/2007 Portfolio Manager Steps Down From 2 Delaware Funds MFWire.com
    7/16/2007 Delaware Investments Names New Co-Manager for Fund MFWire.com
    7/10/2007 Delaware Investments Names New Head of Taft-Hartley Team 401kWire.com
    7/9/2007 Russell Awards $626-Million Mandate MFWire.com
    6/1/2007 Grabbed from the Monster - Set Sail For Vanguard MFWire.com
    5/7/2007 DST to Unveil Data Management Offering at ICI MFWire.com
    5/2/2007 Citi Sends Bisys Retirement (to) Flowers 401kWire.com
    4/16/2007 Delaware Investments Hires Head of Equity Investments MFWire.com
    9/26/2006 Evergreen Defection Leads to Subadvisory Gig MFWire.com
    8/23/2006 BISYS Taps PFPC as Fund Services SVP MFWire.com
    7/19/2006 Driscoll Steps Down at Delaware Investments MFWire.com
    6/16/2006 Round-Up MFWire.com
    6/9/2006 Round-Up MFWire.com
    12/22/2005 Americans Resolve to Save More 401kWire.com
    11/14/2005 Delaware Large Cap Fund Targets Institutions MFWire.com
    10/21/2005 Delaware Names Institutional Exec MFWire.com
    9/29/2005 Lincoln Pairs with Bisys on DC Product 401kWire.com
    7/12/2005 A Wrap Provider Eyes DC Opportunities 401kWire.com
    4/5/2005 Delaware Hires Five Away from Transamerica MFWire.com
    2/4/2005 How Do You Stack up? 401kWire.com
    1/28/2005 Bisys Retirement Humming Along 401kWire.com
    1/19/2005 Lincoln Offers K-Plan in the Empire State 401kWire.com
    12/15/2004 Guardian Relaunches with Expanded Product 401kWire.com
    12/13/2004 Bisys Program Bares All 401kWire.com
    11/17/2004 Newport Adds to West Coast Presence 401kWire.com
    10/26/2004 Bisys: Retirement Margins Ease Up 401kWire.com
    8/23/2004 Delaware Names CFO MFWire.com
    8/13/2004 BISYS Execs Say Delaware Biz Will Boost Bottom Line 401kWire.com
    8/11/2004 BISYS Execs Weigh In On Retirement Services Margins UPDATE 401kWire.com
    8/6/2004 Delaware Fixed Income Team Gets New Co-Head MFWire.com
    8/2/2004 Former MLIM Managers Take Charge of Delaware Fund MFWire.com
    7/27/2004 Delaware Names New Head of Munis MFWire.com
    6/30/2004 Delaware Ends Subadvisory Contract MFWire.com
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