Ivy Invest: Build wealth

Your long-term dollars deserve a long-term portfolio. With Ivy Invest, take advantage of being a patient investor with a portfolio that includes traditional and alternative assets like private equity, venture capital, private credit, real estate, and more.

LONG-TERM INVESTING FOR YOUR LONG-TERM ASSETS
The world’s largest long-term investors don’t invest in just stocks and bonds. Now we’re bringing their approach to your retirement and long-term investment accounts. The Institutional Investment Strategy Fund (“Fund”) is an SEC-registered closed end fund, operating as an interval fund, making institutional, endowment-style investing available to everyone.

ALTERNATIVE AND TRADITIONAL ASSETS IN EVERY SHARE
Every share of the Fund is designed to give you a broadly allocated portfolio, with investments in private equity, venture capital, private credit, special situations, real estate, public equities, and fixed income. We’ve invested with top managers like Carlyle, Blue Owl, Golub, RhumbLine, and Hamilton Lane to give you an institutional-class portfolio.

ACTIVELY MANAGED BY AN EXPERIENCED CIO
The Fund is managed by our Chief Investment Officer, Wendy Li, who brings more than 17 years of experience managing multi-billion dollar portfolios for large institutions. Wendy and team are constantly evaluating asset allocation, manager selection, and investment strategy to be responsive to changes in the market.

REGULAR LIQUIDITY WINDOWS
Traditionally, investing in alternative assets like private equity or venture capital required you to lock up your money for as long as 10 years (or more!). While the Fund is designed for long-term buy-and-hold investors, it does offer quarterly repurchase windows that allow investors to sell shares.

Disclosures

* Managers of underlying fund holdings as of July 2024. Fund holdings are subject to change.

Carefully consider the investment objectives, risks, charges, and expenses before investing. The
prospectus that contains this and other information about Institutional Investment Strategy Fund (the “Fund”) and can be obtained at ivyinvest.co. Investing involves risk including loss of principal.
Investment in the Fund involves substantial risk. The Fund is not suitable for investors who cannot bear the risk of loss of all or part of their investment. The Fund is appropriate only for investors who can tolerate a high