Ivy Investment Management Company

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2015
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No longer registered as of 06 Apr 2016 - Registration as it was on 13 Jul 2015
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Overview

Lobbying Costs

9,999€

Financial year: Jan 2014 - Dec 2014

Lobbyists (Full time equivalent)

0.25 Fte (1)

Lobbyists with EP accreditation

0

High-level Commission meetings

1

Lobbying Costs over the years

  • Info

    Ivy Investment Management Company   (iico)

    EU Transparency Register

    839068416700-85 First registered on 20 Mar 2015

    Goals / Remit

    investment advisory subsidiary of US financial services firm

    Main EU files targeted

    MIFID II
    Solvency II

    Address

    Head Office
    6300 Lamar Avenue
    Overland Park 66202
    UNITED STATES
  • People

    Total lobbyists declared

    1

    Employment timeLobbyists
    25%1

    Lobbyists (Full time equivalent)

    0.25

    Lobbyists with EP accreditation

    No lobbyists with EP accreditations

    Complementary Information

    None declared

    Person in charge of EU relations

    NA NA (NA)

    Person with legal responsibility

    Ms Kristen Richards (Associate General Counsel)

  • Categories

    Category

    II - In-house lobbyists and trade/business/professional associations

    Subcategory

    Companies & groups

  • Networking

    Affiliation

    IICO is an indirect, wholly-owned subsidiary of Waddell & Reed Financial, Inc., which is a publicly
    held company listed on the New York Stock Exchange under "WDR". WDR is engaged, through its
    subsidiaries, primarily in the business of providing investment advisory, distribution, transfer
    agency and related services to registered investment companies and investment advisory services
    to private and institutional investors.
    U.S. Mutual Funds for which IICO serves as investment adviser are distributed through its
    affiliate, Ivy Funds Distributor Inc. ("IFDI"). IFDI is a registered broker-dealer with the SEC and
    files Forms BD describing its ownership, business and staff.
    IFDI may have agreements with unaffiliated distributors of the Ivy Funds, which provide for IFDI
    to pay fees to such distributors based on a percentage of assets and/or a fixed amount per
    shareholder account. IFDI makes payments to such distributors from its own resources and from
    amounts reimbursed by IICO out of IICO's net income.

    Member organisations

    None declared

  • Financial Data

    Closed financial year

    Jan 2014 - Dec 2014

    Lobbying costs for closed financial year

    9,999€

    Other financial info

    None declared

  • EU Structures

    Groups (European Commission)

    None

    ACC

    None

    Groups (European Parliament)

    None

    Communication activities

    None

    Other activities

    None declared

  • Meetings

    Meetings

    1 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.

    1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.

    • Date 25 Mar 2015 Location Brussels
      Subject Investment plan and EU economic outlook
      Cabinet Cabinet of Vice-President Jyrki Katainen
      Portfolio Jobs, Growth, Investment and Competitiveness
      Attending
      • Edward Bannerman (Cabinet member)
      • Miguel Gil Tertre (Cabinet member)
      Other Lobbyists
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