Our Core Tenets: Focused on You
You, your needs, and your goals are at the center of our investment tenets. These core principles underscore our efforts to provide you with a smoother ride and more attractive outcomes, while investing for the long term.
Diversifying Asset Class Exposures Is Important
Building out your portfolio exposure across a variety of asset classes to help manage risk and volatility
DIVERSIFICATIONDiversify economic forces
We diversify across and within a broad range of asset classes and keep the following top of mind: first, economic factors (such as inflation, credit spreads, oil prices, interest rates, U.S. dollar exchange rates, housing prices, and unemployment rates) impact asset class performance in very different ways; second, quantitative models help project the interaction between the economy and markets; next, a diversified portfolio can help limit the impact of a single economic influence; and finally, a key component of our investment management process is that it relies on both long- and short-term expectations for the economy and markets.
RISKAim to meet your goals by looking through a drawdown lens
In addition to using standard measures of volatility, we employ a complementary analysis called drawdown—the potential for significant peak-to-trough loss in portfolio values over a certain time period. Understanding a portfolio’s drawdown exposure can illustrate its risk in a more tangible manner and aid in constructing the optimal portfolio for a particular client. We believe this process is critical to investment success, and aim to manage portfolio drawdown exposure in an effort to preserve and grow capital during market downturns.
Curb tax liability to boost wealth
To help preserve and grow your wealth, we strive to add value from a tax perspective, which is just as critical as an investment perspective. Our integrated, tax-effective structuring incorporates solutions in an effort to reduce or defer both the annual and generational tax burden.
TAXESMaintain greater portfolio asset values by mitigating tax consequences
We maintain an acute tax-sensitive perspective and strive to mitigate your portfolio's tax implications by determining whether to hold assets in taxable, tax-deferred, and tax-preferred accounts; factoring tax events into trades; seeking gain/loss offsets; and opting for long-term over short-term gains.
Benefit from lower investment fees
To provide you with the most cost-effective solutions, we use: higher-cost active managers only when we have a firm conviction that incremental returns will exceed costs; low-fee passive or indexed investments when it's prudent to do so; an innovative fee-conscious approach to alternative investments, bringing you hedge fund and private market opportunities if you qualify.
COSTSControl investment costs
Higher costs typically come with greater value. We can offer you the kind of lower fees that are usually available to only institutional investors and opt for investments with higher costs only when we have a firm belief that the returns will exceed those costs.
Deliver access to an array of high-quality investment solutions
In an effort to deliver enhanced, risk-adjusted returns, we seek low-fee passive (indexed) investments when appropriate; customized portfolio solutions with an emphasis on downside protection, striving for a performance stream that is consistent with expectations; unique solutions that may not be available elsewhere; and, for qualified investors, innovative alternative solutions, which may enhance portfolio efficiency and long-term expected returns.
SOLUTION EXCELLENCEBe confident that you have high-quality solutions
We use creative structures and our unique network to offer investment exposures alongside some of the most sophisticated family offices and institutional investors globally. Deep market insights, a disciplined manager research process, and continuous evaluation are consistently at work for you and your portfolio.
Let our experienced team put these core tenets to work for your customized portfolio in an effort to bolster returns, while striving to enhance diversification and manage volatility and risk.
Investing involves risks and you may incur a profit or a loss. Diversification cannot guarantee a profit or protect against a loss. There is no
assurance that any investment strategy will be successful. Private market investments are only available to investors that meet the U.S.
Securities and Exchange Commission’s definitions of “qualified purchaser” and “accredited investor”.
The material is for information purposes only and is not intended as an offer or solicitation for the sale of any tax, estate planning or financial
product or service. Wilmington Trust is not authorized to and does not provide legal, accounting or tax advice.