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MFWire: Delaware Funds, Optimum Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Macquarie Investment Management
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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
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Background:
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On April 30, 2021 Macquarie Asset Management closed on its planned acquisition of Waddell & Reed. MAM promptly sold off Waddell's B-D (also as planned) while hanging onto its asset management business, home of the Ivy Funds.
In 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.
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Sponsored Opportunities
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Key People:
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Shawn Lytle
Head of the Americas / Global Head / President, Macquarie Group / Macquarie Investment Management / Delaware Funds | Brett Wright
Outgoing Head of the Americas Client Solutions Group, Macquarie Asset 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 |
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Story Archive for Macquarie Investment Management
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Published On
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Story Headline
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Publication |
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10/23/2023
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$62.622B and Counting
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10/19/2023
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19 Fund Firms Win Big In the Second City
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9/21/2023
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With a 54-Percent Inflows Jump, WisdomTree Wins
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8/17/2023
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VanEck Leads With a 32-Fold Inflows Jump
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7/21/2023
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Midside Firms' Outflows Quadruple In Q2
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6/22/2023
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With $951MM, Baird Repeats Its Win
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5/17/2023
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Baird Wins With $1.081B
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4/21/2023
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With $3B, Pacer Takes the 2023 Lead
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3/20/2023
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BNY Mellon Leads With $2.3B
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2/21/2023
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Midsize Flows Improve By $36B
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1/20/2023
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ProShares Takes the Lead With $15B
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12/19/2022
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Pacer Leads As Midsize Outflows Shrink By $5B
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12/6/2022
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A Departing Distro Leader Reflects and Looks Ahead
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12/2/2022
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In 2023, a Top Distro Leader Will Leave a $541B-AUM Firm
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11/16/2022
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WisdomTree Repeats With $2.068B
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10/19/2022
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WisdomTree Leads With $1.9B
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9/20/2022
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$15B In Inflows In Eight Months
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8/16/2022
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ProShares Three-Peats, Netting About $3B
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7/21/2022
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ProShares Leads As 17 Percent of Midsize Firms Win Inflows
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2/15/2022
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Schwab Four-Peats As Large Firms' Marketshare Rises
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2/8/2022
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The 41 Best Fund Firms For LGBTQ+ Workers
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1/19/2022
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Schwab's Inflows Nearly Triple to $50B
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5/20/2021
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After a $76B-AUM Deal, What's Next For This Multinational?
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4/30/2021
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Ivy lands At Its New Home
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12/3/2020
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Macquarie Makes Its Biggest U.S. Buy In a Decade
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11/11/2020
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40 Years In, a CIO Starts Waving Goodbye
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9/16/2020
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2020 Inflows Reach 46 Percent of This Shop's AUM
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8/17/2020
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For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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11/13/2019
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A Midwestern Insurer Takes the Fund Flows Lead
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10/16/2019
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A Global Equity Shop Three-Peats
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9/26/2019
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Matthews, 361, and JPMAM Win Big In Chi-Town
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7/22/2019
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Week In Preview, July 22-28
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4/9/2019
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Nine Years Later, Macquarie Makes Another Big U.S. Buy
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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12/10/2018
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A Multinational AM Hunts For International Equity Specialists
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12/6/2018
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Lytle Warns That AM Industry Bifurcation Is Here to Stay
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11/15/2018
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Macquarie vs Pimco, On Ice!
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10/31/2018
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Lytle Scores an Ivy League First
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10/1/2018
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Week In Preview, October 1-7
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9/10/2018
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Week In Preview, September 10-16
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8/16/2018
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Macquarie Preps a Historic HQ Move
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7/13/2018
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An Ex-Delaware Consultant Resurfaces at Vanguard
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7/3/2018
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A Consultant Leaves Delaware Funds After Four Years
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7/2/2018
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Week In Preview, July 2-8
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6/11/2018
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Week In Preview, June 11-17
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401kWire.com
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5/7/2018
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Week In Preview, May 7-13
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4/16/2018
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Week In Preview, April 16-22
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3/20/2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
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3/15/2018
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Macquarie IM Keeps M&A Hunting Amid Thoughtful Expansion in the U.S.
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3/12/2018
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The Power Behind Delaware Buys a $4.49B-AUM Shop
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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10/31/2017
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Lytle Shares Macquarie's Potential Acquisition Dreams
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10/30/2017
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Week In Preview, October 30-November 5
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10/23/2017
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Baird Dominated September Among Midsize Firms
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4/25/2017
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Is Macquarie Still an Acquirer in the U.S.?
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4/3/2017
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Delaware Transforms
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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3/15/2017
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Follow the Fundsters - March 15, 2017
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2/3/2017
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Filings for Fundsters - February 3, 2017
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1/18/2017
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Filings for Fundsters - January 18, 2017
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1/13/2017
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Mutual Fund Milestones - January 13, 2017
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12/14/2016
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Follow the Fundsters - December 14, 2016
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12/2/2016
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Filings for Fundsters - December 2, 2016
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11/14/2016
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UniCredit Shops Pioneer: A Timeline
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11/7/2016
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People on the Move - November 7, 2016
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10/11/2016
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Filings for Fundsters - October 11, 2016
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9/22/2016
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Will Aberdeen, Allianz, Macquarie, or Natixis Offer $3B For a Multinational Asset Manager?
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8/26/2016
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Filings for Fundsters - August 26, 2016
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5/2/2016
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Delaware's Wright Hires In Florida
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3/23/2016
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101 Fund Families Win in Gotham
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2/2/2016
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Delaware's Parent Hires a T. Rowe Bigwig
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12/9/2015
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Delaware Buys a 20-Year-Old Shop in Gotham
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11/30/2015
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Delaware Changes the PM Lineup On a Multi-Billion-Dollar Fund
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9/17/2015
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An East Coast Shop Converts Its Only Money Fund
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8/11/2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
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7/28/2015
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This LPL Platform Is About to Get Much More Important
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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3/20/2015
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UBS GAM Americas and Delaware Both Draft New Chiefs
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2/19/2015
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Delaware's Coyne Is Retiring
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2/9/2015
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Where Are Pimco's 401k Dollars Flowing?
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11/17/2014
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Trust Company of the West Hunts ... in the West
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6/13/2014
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Delaware's Bond Boys Treat Reporters to a 21 Club Lunch
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11/18/2013
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Aberdeen Defends Scotland from the Australians
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11/7/2013
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Delaware's Owner Moves to Block an Aberdeen Deal
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9/20/2013
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An Invesco Vet Joins Delaware in Texas
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8/12/2013
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Delaware Updates 12 Muni Funds
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6/19/2013
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Delaware Charges Less For a Cash Fund
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6/17/2013
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More Woes Afflict Marsico
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6/14/2013
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Optimum Removes Sub-Advisor
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5/7/2013
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$180B Firm Expands EM Team
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3/15/2013
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Who Cleaned Up At the 2013 Lipper Awards?
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12/4/2012
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Is Delaware's Parent Ripe for a Sale?
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10/19/2012
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Stork and Reaper for October 19, 2012
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9/28/2012
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Delaware Scores an NHL Vet
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8/1/2012
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Stork and Reaper for August 1, 2012
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5/15/2012
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Hartford's Retirement Chief Adds 16 Funds
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5/1/2012
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A Texas Wholesaler Switches Firms
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4/27/2012
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Macquarie Won't Be Another Guggenheim
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3/14/2012
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Delaware Names its Internal Sales Head
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3/9/2012
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And the Lipper Fund Awardees Are...
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2/23/2012
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And the Leading DWS Bidders Are …
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2/14/2012
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Deutsche Shortens its Shortlist for DWS
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2/1/2012
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Will Macquarie Buy Delaware a Sibling?
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1/30/2012
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Delaware Boosts its Sales Team
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12/21/2011
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Are These Funds Worth a Second Look?
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12/16/2011
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The Next Star PMs? The Street Makes a List
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9/12/2011
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Money Management and Squash are Similar, Says Delaware CEO
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3/24/2011
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MFS and Delaware Take Home the Gold
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10/28/2010
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The WSJ Notices Warnings From Delaware's Parent
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10/7/2010
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Vanguard Drops AllianceBernstein in Favor of Two Sub-advisors
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10/5/2010
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DWS Pries Diamond Away from UBS
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9/28/2010
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TCW Loses a Sub-Advisory Mandate
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7/13/2010
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Mutual of America Lands an Intrepid PM
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6/11/2010
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Delaware Taps Talent from Goldman
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5/4/2010
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Delaware Investments Plans to Expand its National Accounts Team
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4/30/2010
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Delaware Investments Tweaks its Sales Force's Comp
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3/25/2010
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A Delaware Wholesaler Moves On
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3/25/2010
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T. Rowe, RidgeWorth Bag "Overall" Awards
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1/26/2010
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Delaware Debuts a New Fund Under the Macquarie Banner
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1/4/2010
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Delaware Starts the Year with a New Owner
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1/4/2010
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Eyes Turn to Janus as January Dawns
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12/17/2009
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BNY Mellon Asset Servicing Lands a Back-Office Contract
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10/29/2009
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Lincoln is 'On Track' to Finish Delaware Sale
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8/19/2009
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Delaware's Pricing May Reflect a "Crunch" Discount
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8/19/2009
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Macquarie Steals Delaware
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8/6/2009
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Lincoln Beefs Up One Product's Fund Lineup
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7/31/2009
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Esposito Plots His Post-Aberdeen Plans
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7/27/2009
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Aberdeen is 'Definitely Not Pursuing' Delaware, Gilbert Says
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6/30/2009
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Haldeman Leaves Putnam For Good
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6/26/2009
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Aberdeen Hunts for Added U.S. Distribution
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5/18/2009
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Who Will Fink Buy?
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5/15/2009
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A Fund Firm's Parent Refuses Bailout Cash
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4/21/2009
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Sale Buzz Continues to Swirl Around an Asset Manager
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4/8/2009
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Will TARP Money Flow to DC Providers' Parents?
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4/3/2009
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Goldman Sachs Reportedly Helps a Fund Firm Look for Possible Buyers
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2/10/2009
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Lincoln's Investment Management Arm Swings to a Q4 Loss
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10/13/2008
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Delaware Taps Goldman Vet as Distribution Chief
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10/1/2008
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Delaware Hands Out $350 Million Subadvisory Mandate
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6/12/2008
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The Desmarais Put Their Mark on Putnam with Reynolds Hire
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4/23/2008
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Seligman is Said to be on the Block Again
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4/3/2008
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Natixis President and CEO Takes on Expanded Role
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3/14/2008
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Lincoln Financial Group Names a Point Person for M&A
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3/14/2008
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Bank Funds Fall into the Job Spotlight
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3/12/2008
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Seligman Expands its Retirement Sales Team
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2/15/2008
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AST Capital CIF Chief Moves On
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1/31/2008
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Common Outlooks and Opportunities Drove The Deal, Says Farrell
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12/17/2007
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ALPS Hires National Sales Director
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10/16/2007
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Northern Trust Taps Four Subadvisors for New Fund
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9/14/2007
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Delaware Shareholders Approve Changes to Fund Policy
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