Legal Information

Waddell & Reed Investment Management Company ("WRIMCO" or the "Company") is an investment advisor registered with the Securities and Exchange Commission (“SEC”) that provides investment management and advisory services across multiple investment styles. WRIMCO is an indirect subsidiary of Waddell & Reed, Inc., which is a direct subsidiary of Waddell & Reed Financial, Inc. Certain officers and investment staff of WRIMCO also hold offices with Ivy Investment Management Company ("IICO"), another investment advisor registered with the SEC that is also a subsidiary of Waddell & Reed Financial, Inc.

For purposes of compliance with the Global Investment Performance Standards ("GIPS®"), the Company has defined the firm as all portfolios managed by WRIMCO and IICO, excluding portfolios owned by Waddell & Reed Financial, Inc. and its subsidiaries.

Effective July 1, 2015 the firm includes all portfolios managed by WRIMCO and IICO. Prior to July 1, 2015 the firm included all institutional separate accounts managed by WRIMCO and IICO.

To receive a complete list and description of Waddell & Reed Investment Management Company's composites, contact us by email at institutional@waddell.com. For a presentation that adheres to the GIPS® standards, contact us at institutional@waddell.com or refer to the Related Material for a selected institutional strategy.

Waddell & Reed Investment Management Company claims compliance with the Global Investment Performance Standards (GIPS®).

For an independent third party verification of our firm, please click here.

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Site Reserved for Institutional Use Only - This website is reserved for the sole and exclusive use of Waddell & Reed Investment Management Company current and prospective institutional clients, including corporations, public funds, foundations, endowments and Taft-Hartley retirement plans. This website is not for use by retail clients.

Informational Purposes Only - The material in this website is provided for information and education purposes only and is not intended to be a solicitation, offering or recommendation by Waddell & Reed Investment Management Company or any of its affiliates. Nothing on this website shall be considered to be investment, tax, financial or legal advice.

Reliability and Accuracy - The information and materials contained in this website, and the terms and conditions of the access to and use of such information and materials, are subject to change without notice. The reliability and accuracy of the material on this website cannot be assured. The information presented has been prepared on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. No assurances are provided regarding the reliability of such information. All opinions and views constitute judgments as of the date of writing and are subject to change at any time without notice.

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Third Party Content - Waddell & Reed Investment Management Company is not responsible for any content, including, without limitation, any market update information, appearing on this website where such content is provided by a third party. Content from third parties is provided for information and education purposes only. Waddell & Reed Investment Management Company does not guarantee, and makes no representation or warranty with respect to, and will not be liable for, the accuracy, results, completeness, timeliness, interruptions, or results of third party content and is under no obligation to update such content.

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Please be advised that Waddell & Reed Investment Management Company enforces its intellectual property rights to the full extent of the law.