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Delaware Investments

Profile:

Delaware Investments is committed to the pursuit of consistently superior asset management and unparalleled client service. We strongly believe in our investment process, the consistent results we seek to deliver, and the value we can add for our clients.

Our investment philosophy is guided by five main principles:

Clients First — At Delaware Investments, we seek to put investors first. We also remain committed to upholding the company's strong institutional heritage, which serves us well when crafting mutual funds, managed accounts, and other products for investors. Through our parent company, Lincoln Financial Group, our goal is to provide financial intermediaries with quality investment products that can help investors reach their goals.

Passion for Performance — The results-oriented culture at Delaware Investments seeks to put investors first and begins with a passion for performance. This focus on performance means that disciplined investment teams are encouraged to rely on proprietary, fundamental research, and to strive for consistency of return. We focus on our stated investment objectives, knowing that our shareholders expect investment results without surprises. Although we cannot guarantee performance, we strive to fulfill client expectations about both investment performance and service.

People We're Proud of — Organizations are their people, and Delaware Investments recognizes that our employees' passion for the business drives its success. That's why we've fostered a culture of service and have routinely added seasoned professionals to the talent already in our asset management ranks.

Powered by Research® — At Delaware Investments, Powered by Research is more than just a slogan; it's the way we've structured the company. Our senior executives have created an investment culture driven by research and characterized by a passion for performance. Regardless of the latest trends in investment management, we create portfolios that we believe can help investors benefit over the long run.

Strength in Partnership — Delaware Investments understands the power of partnerships in a knowledge-based industry. We are recognized as an integral part of the Lincoln Financial Group, which offers a broad variety of financial solutions to investors. Together, Lincoln Financial Group and Delaware Investments provide investors with the resources of a larger financial services organization and the expertise, insight, and discipline of a highly respected investment manager.

Overview:

Delaware Investments manages more than $170 billion in assets under management (as of March 31, 2012) with 139 portfolio managers, analysts, and traders.

Delaware Investments provides world-class asset management services and solutions for institutions and individuals. Today's Delaware Investments is more dynamic than ever before, managing assets across all major asset classes for a wide range of investors.

Products and asset management services include:
Institutional investorsAsset management services for:

   Fortune 500 companies
   Corporate and public retirement plans
   Endowments and foundations
   Taft-Hartley plans
   Nuclear decommissioning products

Individual investorsProducts:

   Mutual funds
   Managed accounts
   Retirement plans and products

Third-party clientsAsset management services for:

   Banks
   Broker/dealers
   Third-party administrators
   DC plan providers
   Insurance companies
   Sub-advisory clients

History:

Delaware Investments traces its roots to an investment advisory firm founded in 1929. From our determined beginnings at the start of the Great Depression, we quickly learned how important consistent performance was to our clients — particularly in tough times. We continued to apply those lessons when we launched our first mutual fund in 1938, and when we launched our institutional business more than 30 years ago. Delaware has managed money through 75 years of market cycles, and our dedication to consistent performance over the long term endures to this day.
Milestones

* 1929: Business commenced
* 1938: Delaware Fund introduced as our first mutual fund, currently named Delaware Balanced Fund
* 1972: Institutional separate account management established
* 1974: Taft-Hartley business established
* 1990: International/Global capabilities established
* 1995: Delaware Investments joins Lincoln Financial Group
* 2000: Fixed income capabilities enhanced
* 2007: Launched Delaware Investments Global Funds plc

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