Defined Contribution Investment-Only

The Defined Contribution Investment-Only group at Delaware Investments partners with third-party platforms including retirement plan providers, private banks, and mutual fund and insurance companies. Our clients are typically interested in strengthening their existing third-party mutual fund line-ups or expanding their open-architecture platforms.

The team works directly with clients and prospects to educate them about Delaware Investments and its investment capabilities. The Defined Contribution Investment-Only group supports approximately 100 clients.

Typical client types

  • Clearing platforms
    Providing settlement and clearing services for third-party administrators, registered investment advisors, and bank trusts
  • Mutual fund companies
    Offering non-proprietary investment options
  • Private banks and trusts
    Offering non-proprietary funds within their multi-managed fund of funds, private banking or direct brokerage platforms
  • Retirement plan providers
    Offering open-architecture or preferred mutual fund line-ups for their qualified retirement plan products, including but not limited to 401(k), 401(a), 403(b), 457, and profit-sharing plans
  • Third-party administrators
    Providing retirement plan administration and record keeping services
  • Insurance companies
    Offering third-party mutual funds for their retirement plan products

Carefully consider the Funds' investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds' prospectuses and their summary prospectuses, which may be obtained by visiting or calling 800 362-7500. Investors should read the prospectuses and the summary prospectuses carefully before investing.

Investing involves risk, including the possible loss of principal.

The Funds are distributed by Delaware Distributors, L.P., an affiliate of Macquarie Investment Management Business Trust (MIMBT), Macquarie Management Holdings, Inc., and Macquarie Group Limited. Macquarie Investment Management (MIM), a member of Macquarie Group, refers to the companies comprising the asset management division of Macquarie Group Limited and its subsidiaries and affiliates worldwide.

Not FDIC Insured | No Bank Guarantee | May Lose Value



Jamie Fox

Jamie Fox 

Senior Vice President
Head of Financial Institutions Group — Macquarie Investment Management, Americas
Phone: 215 255-1330