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Asset Management Trends
In the past decade, sustainable investing has grown by over 300%, reflecting a significant shift in investor priorities.
Assets held in 7,000 family offices globally.
Size of Impact Investing market in 2024, 21% compounded annual growth (CAGR) since 2019.
%
Estimated family office wealth growth between 2019 to 2030 in North America.
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% of Active Managers that outperform the S&P Index.
Frequently Asked Questions
How does Ivy Capital Management ensure transparency?
We provide regular reports and maintain open communication to keep clients informed about their portfolios.
What sets Ivy Capital Management apart from other firms?
Our personalized approach, deep industry and investment expertise across traditional and impact investments, unique integrated business model through our various affiliates, and most importantly, deep commitment to client success distinguish us from others.
How do you assess risk in investment portfolios?
We use advanced analytics and market research to evaluate and mitigate risks in our investment strategies.
What is an OCIO
Asset management involves managing investments on behalf of clients to achieve specific financial goals. Some clients seek advice to support their internal investment process, while others seek a turnkey solution with a partner who can help manage their assets in strict adherence to stated goals and constraints. An outsourced chief investment officer (OCIO) operates effectively has that turnkey solution.
How do you tailor strategies for clients?
We customize strategies based on individual client needs, risk tolerance, and long-term objectives. First and foremost, we listen to understand our clients’ needs and objectives before creating an appropriate investment strategy.
What types of assets do you manage?
We manage a diverse range of assets including equities, fixed income, real estate, and alternative investments. Whether investing in funds as limited partners or directly into companies, our team has extensive experience across the capital spectrum.
How do you incorporate ESG factors in investments?
We integrate Environmental, Social, and Governance (ESG) criteria into our investment process to align with client values ONLY if clients desire it. Some clients prefer no ESG integration while others require it, our role is to manage your assets according to your stated goals and objectives.
What is the role of a family office?
A family office manages the financial and investment needs of a wealthy family, often including estate planning and tax services.
What is the minimum investment required?
Our minimum investment requirement varies depending on the service and client profile. Please contact us for details.
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