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
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
Providing retirement plan administration and record keeping services
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 our fund literature page 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 Delaware Management Holdings, Inc., and Macquarie Group Limited.
Not FDIC Insured | No Bank Guarantee | May Lose Value