Model portfolios

Advisory solutions aligned to your clients

Delaware Funds by Macquarie offers a range of portfolio advisory solutions to help your clients achieve their financial goals – and help you get them to their financial destinations. Expertly managed by our multi-asset investment team, our platform offers four different strategies each with up to 5 underlying risk-based models.

*Customized solutions can be offered based on partner firm needs. Please contact us to learn more.

A strategy for every investor

Strategic Core Allocation

Seeks risk-adjusted returns from a diversified mix of domestic and international equity mutual funds and fixed income mutual funds across market cap and styles. This includes domestic and international mutual funds.

Strategic US Core Allocation

Seeks risk-adjusted returns from a diversified mix of US investment focus equity and fixed income mutual funds across market cap and styles. This includes domestic only mutual funds.

Strategic Core Allocation with Alternatives

Seeks risk-adjusted returns from a diversified mix of domestic and international equity mutual funds, fixed income mutual funds, and alternative mutual funds across market cap and styles. This includes option-based funds.

Strategic Tax-Exempt Allocation

Seeks risk-adjusted returns from a diversified mix of domestic and international equity mutual funds and tax-exempt mutual funds across market cap and styles. This includes tax-exempt fixed income funds.

A risk model for every goal

Your client’s goals, and their tolerance for investment risk, help to inform which model portfolio is the right one for their needs. Our portfolios allow you to manage your client’s investments so they can focus on the other things that matter most in their life.

Choices in how to invest Macquarie’s Global Multi Asset Team offers five risk-based models, ranging from conservative to aggressive.

Moving to our model portfolio
can help benefit you and your clients

Provides multi-asset investment diversification in a single product

Offering a bundled product with multi-asset diversification as a cornerstone to help maximize client returns while reducing risk.

Managed by experts

Delivering access to the allocation expertise of a specialized multi-asset team and the insights of more than 250 investment professionals across Delaware Funds by Macquarie.

Can help save you time

Allowing you to concentrate on your clients, while experienced professionals navigate the large number of investment options in the marketplace and monitor portfolios for rebalancing and allocation changes.

Team and process

Macquarie Global Multi Asset Team

Experienced team with clear asset class responsibilities and individual performance accountability

12 individual asset class specialists

Access to 250+ investment professionals across Macquarie

Managing multi-asset portfolios for 20+ years

Differentiated investment process built on a proprietary market assessment framework

Investment process

The three key pillars

Strategic asset allocation

  • Broad asset allocation ranges suited for a variety of goals
  • Intentionally diversified
  • Built from an understanding of long-term market drivers

Tactical asset allocation

  • Flexibility to respond to evolving opportunities and risks
  • Asset allocation team with global coverage and-on-the ground experts in most major markets
  • Differentiated investment framework with allocations reviewed weekly

Portfolio construction

  • Leverage deep expertise and alpha potential of bottom-up investment by fund managers
  • Constant portfolio monitoring
  • Multiple levels of oversight and risk controls (Fund manager, fund provider, asset allocation team)

For more information on how you can get started on creating model portfolios for your clients, please contact us or call 1 877 693-3546 .

Important notice and disclaimer

Carefully consider each Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in each Fund’s prospectuses and their summary prospectuses, which may be obtained by visiting delawarefunds.com/literature or calling 877 693-3546 Investors should read the prospectus and the summary prospectus carefully before investing.

Past performance is not a guarantee of future results.

Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss of principal. Investment returns and the principal value of an investment will fluctuate, so that when the investment is sold or redeemed, it may be worth more or less than the original cost.

For financial professionals: Delaware Capital Management’s (DCM) role is limited to providing you or your firm (collectively, the “Advisor”) with non-discretionary investment advice in the form of model portfolios in connection with its management of its clients’ accounts. The implementation of, or reliance on, a Managed Portfolio Strategy is left to the discretion of the Advisor. DCM is not responsible for determining the securities to be purchased, held and sold for a client’s account(s), nor is DCM responsible for determining the suitability or appropriateness of a Managed Portfolio Strategy or any securities included therein for any of the Advisor’s clients. DCM does not place trade orders for any of the Advisor’s clients’ account(s). Information and other marketing materials provided to you by DCM concerning a Managed Portfolio Strategy -including holdings, performance and other characteristics -may not be indicative of a client’s actual experience from an account managed in accordance with the strategy.

For end users: DCM’s role is limited to providing your Advisor with non-discretionary investment advice in the form of model portfolios in connection with its management of its clients’ accounts. The implementation of, or reliance on, a Managed Portfolio Strategy is left to the discretion of your Advisor. DCM is not responsible for determining the securities to be purchased, held and sold for your account(s), nor is DCM responsible for determining the suitability or appropriateness of a Managed Portfolio Strategy or any securities included therein. DCM does not place trade orders for any Managed Portfolio Strategy account. Information and other marketing materials provided to you by DCM concerning a Managed Portfolio Strategy -including holdings, performance and other characteristics -may not be indicative of a client’s actual experience from an account managed in accordance with the strategy. This material has been created by DCM and the information included herein has not been verified by your Advisor and may materially differ from information provided by your Advisor.

Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.

You can check the background of your investment professional on FINRA's BrokerCheck.