Managed accounts

Delaware Capital Management (DCM)

Managed account advisory services are provided by DCM. DCM provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Macquarie Investment Management Business Trust (MIMBT).

  • Delaware Focus Non-U.S.
  • Delaware International Equity ADR
  • Delaware Large Cap Growth Equity
  • Delaware Large Cap Value Equity
  • Delaware Small Cap Core Equity
  • Delaware Small Cap Value Equity
  • Delaware Small/Mid–Cap Growth Equity
  • Delaware Smid Cap Growth — Focus Equity (closed to new investors)

On May 1, 2014, the Macquarie Investment Management Focus Growth team joined Jackson Square Partners, LLC (JSP), a joint venture with Macquarie Investment Management. Effective May 1, 2014, JSP is serving as a sub-advisor to Delaware Capital Management with respect to the Large Cap Growth Equity strategy pursuant to a sub-advisory agreement between Delaware Capital Management and JSP.

The Macquarie Investment Management Smid Cap Growth — Focus Equity (SMA) strategy is closed to new investors. The SMA strategy will remain open to existing investors. Effective at the close of business on March 9, 2012, new investors are no longer able to invest in the SMA strategy.

Delaware Capital Management (DCM)

Managed account advisory services are provided by DCM. DCM provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Macquarie Investment Management Business Trust (MIMBT).

Additionally, Macquarie Investment Management has extensive experience in managed accounts advisory services which are provided by Delaware Capital Management (DCM). DCM has $7.9 billion in assets under management as of Dec. 31, 2014, and provides individual investors with access to institutional-quality portfolio management services. DCM is a series of Macquarie Investment Management Business Trust (MIMBT).

Investment style

Using disciplined and rigorous processes, Macquarie Investment Management seeks to add value by employing multiple, risk-adjusted strategies incorporating yield curve and duration positioning, sector allocation, and security selection. Our relative return capability is a core style approach managed on a top-down, trend-following basis with a rigorous bottom-up approach to security selection.

Sector allocation: We actively rotate among investment grade taxable fixed income sectors to capture value in spread changes.

Yield curve management: We actively manage maturity structure to capture shifts in the shape of the yield curve.

Duration adjustments: We constrain the duration of client portfolios to a tight band around the duration of the relevant index.

Products

  • Delaware Aggregate Duration U.S. Government
  • Delaware Intermediate Aggregate Duration U.S. Government
  • Delaware Low Duration U.S. Government

Contact information

Macquarie Investment Management managed account portfolios are accessible through numerous broker/dealer sponsored programs. Individual investors should contact their financial advisors for information on product availability.

For product and service contacts, advisors should contact a Macquarie Investment Management representative at 877 693-3546.