Common Contracts
3 similar Investment Sub-Advisory Agreement contracts by Ivy Funds, Waddell & Reed Advisors Funds
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 28th, 2021 • Ivy Funds • Delaware
This Investment Sub-Advisory Agreement (this “Agreement”) is by and between Wilshire Advisors LLC (formerly Wilshire Associates Incorporated), a Delaware limited liability company (the “Sub-Adviser”), and Delaware Management Company, a series of Macquarie Investment Management Business Trust, a Delaware statutory trust (the “Adviser”), for the Ivy Wilshire Global Allocation Fund (the “Fund”), a portfolio of the Ivy Funds (the “Trust”), an open-end diversified management investment company organized as a series fund under the laws of the state of Delaware and registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and shall be effective as of the 30th day of April, 2021.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 26th, 2018 • Ivy Funds • Delaware
This Investment Sub-Advisory Agreement (this “Agreement”) is by and between Wilshire Associates Incorporated, a California corporation (the “Sub-Adviser”), and Ivy Investment Management Company, a Kansas corporation (the “Adviser”), for the Ivy Wilshire Global Allocation Fund (the “Fund”), a portfolio of the Ivy Funds (the “Trust”), an open-end diversified management investment company organized as a series fund under the laws of the state of Delaware and registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and shall be effective as of the 26th day of February, 2018.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 17th, 2017 • Waddell & Reed Advisors Funds • Delaware
This Investment Sub-Advisory Agreement (this “Agreement”) is by and between Wilshire Associates Incorporated, a California corporation (the “Sub-Adviser”), and Waddell & Reed Investment Management Company, a Kansas corporation (the “Adviser”), for the Waddell & Reed Advisors Wilshire Global Allocation Fund (the “Fund”), a portfolio of the Waddell & Reed Advisors Funds (the “Trust”), an open-end diversified management investment company organized as a series fund under the laws of the state of Delaware and registered under the Investment Company Act of 1940, as amended (the “1940 Act”), and shall be effective as of the 17th day of May, 2017.
