What is endowment-style investing?

Everything you need to know about endowment-style investing: how it works, why it can outperform traditional portfolios, and how Ivy Invest makes it accessible to everyone.

What is endowment-style investing?

Everything you need to know about endowment-style investing: how it works, why it can outperform traditional portfolios, and how Ivy Invest makes it accessible to everyone.

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The Institutional Investment Strategy Fund ("IISF" or "Fund") is an investment company registered under the Investment Company Act of 1940. IISF is a closed-end fund operating as an interval fund that makes quarterly repurchase offers and as such provides limited liquidity. The fund commenced operations on March 5, 2024. An investor should consider the investment objective, risks, charges and expenses of an investment. The Prospectus contains this and other information. Read it carefully before investing.