Taft-Hartley

 

Overview

Today’s Delaware Investments is far larger and more dynamic than ever before, with global asset management services that continue to help a wide range of institutional and individual investors achieve their financial goals. Based in Philadelphia, Delaware Investments falls under the umbrella of Macquarie Funds Group — the funds management arm of Macquarie Group.

Delaware Investments offers a broad array of asset management services and solutions for a wide range of investors, such as institutions, pension funds, 401(k) / defined contribution plans, endowments, multiemployer benefit funds, foundations, corporations, and individuals.

Delaware Investments entered the Taft-Hartley market in 1974. Today, we continue to help our clients provide secure retirement benefits for union members and their families.

Taft-Hartley plans often face distinct challenges due to their governance structure and fiduciary responsibility for multiple investment pools. We are committed to using our experience and resources to help Taft Hartley multiemployer funds meet their investment goals.

Products and services

Delaware Investments traces its roots back more than 80 years. The depth of experience acquired over those decades helps us to carefully service Taft-Hartley plans through several key attributes:

  • Disciplined risk-control measures
  • Ability to customize solutions for the Taft-Hartley market
  • Investment choices, with capabilities covering a broad range of asset classes and styles

A wide array of investment solutions

Alternative/specialty Global/international equity U.S. value equity U.S. core equity
  • Global real estate securities
  • Infrastructure
  • U.S. real estate securities
  • Emerging markets
  • Global growth
  • Global value
  • International value
  • Labor-sensitive international
  • Large-cap value
  • Mid-cap value
  • Small-cap value
  • Large-cap core
  • Small-cap core
  • Socially responsible
U.S. growth equity Fixed income    
  • All-cap growth
  • Large-cap growth
  • Smid-cap growth
  • Convertibles
  • Core
  • Corporate bonds
  • Floating-rate
  • Global
  • High-yield
  • Inflation-protected bonds
  • Insurance
  • International
  • Intermediate
  • Liability driven
  • Limited-term
  • Long-duration
  • Mortgage-backed
  • Multisector
  • Municipal intermediate
  • Private placements

Investing involves risk, including the possible loss of principal.

Clients first

At Delaware Investments, the strong heritage of our institutional business helps us to put clients first in everything we do. When it comes to asset management, our belief is that clients are best served by seeking strong performance and investment management consistent with the style they expect.

Because our focus is on asset management, our investment professionals are empowered to remain true to their investment styles — a key consideration for many clients. We have streamlined product lineups across our various business lines and do not follow short-term trends or modify investment strategies solely based on the markets’ whims.

Our focus on client needs means that we provide product lineups and strategies that are aligned with our core asset management competencies.