Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Institutional Investment Management Services| Wilmington Trust
Corporate & Institutional
Corporate & Institutional
Investment Management

Investment Management

When conducting corporate transactions, you need a skilled team that understands the nature of your business and can offer customized investment management solutions. Set goals that seek to preserve principal and provide high levels of liquidity and yield with our customized approach to investment management, using varying-term proprietary and third-party fixed income portfolio strategies.

Institutional experience and personal attention

Our firm has more than 100 years of institutional portfolio management experience. Our skilled fixed income investing team is composed of specialists in portfolio and risk management, trading, and credit research.

We have deep experience working with institutional clients, such as:
  • Pensions
  • Endowments
  • Foundations
  • Hospitals
  • Schools
  • Municipalities
  • Holding companies
  • Captive insurance companies
  • Banks and funds associated with project finance transactions
Enjoy personal service and the attention of a dedicated relationship manager who will take the time to build a relationship with you, develop and maintain an investment policy statement to serve as the blueprint for your portfolio's objectives, and stay in close touch by phone, email, and in-person meetings.

Take advantage of other offerings, such as comprehensive, customized reporting to satisfy monthly, quarterly, and year-end reporting requirements, or for board of director presentations; daily account information through On-Line Portfolio™ technology; and audit and accounting assistance.

Our consistent, disciplined investment philosophy:
  • Recognizes the importance of liquidity
  • Actively trades in an effort to capitalize on time-sensitive opportunities
  • Analyzes and projects issuer future cash flows

Market intelligence to power your portfolio

Based on proprietary research and thought leadership from our Investment Committee, we develop proprietary models to analyze the market and determine strategies and products specifically designed for institutional portfolios. Our strategy seeks to provide returns in excess of the relevant benchmark with lower overall volatility, while recognizing our clients' risk tolerance, liquidity constraints and other specific considerations.
  • Asset allocation

    Infuse your portfolio strategy with our Investment Committee's market and economic forecasts that are used to:
    • Develop strategic and tactical asset allocations
    • Diversify to seek competitive returns with reduced portfolio volatility
  • Manager selection

    Select from fixed income investment managers that have passed our rigorous scrutiny of philosophy, process, and data; manager oversight is ongoing, to guard against style drift and underperformance.
  • Portfolio construction

    Employ an active, flexible approach to fixed income investing which incorporates key elements such as duration and yield curve management, sector management, and issue selection.

A range of strategies to meet your investment needs

We develop and manage customized short-term, intermediate-term, and broad market fixed income portfolios. Certain strategies may be able to switch between taxable and tax-free issues depending on your tax requirements and investment objectives.

Fixed income strategies:
  • Municipal Money Market Strategy—average duration 0-1 year
  • Money Market Strategy—average duration 0-1 year
  • Enhanced Money Market Strategy—average duration 0-2 years
  • Ultra Short-Term Strategy—average duration 0-3 years
  • Total Return Short/Intermediate-Term Strategy—average duration 0-10 years
  • Total Return Broad Market Strategy—targets overall market duration

Reach out to discuss how we can help you to pursue your institution's overall investment objectives.

Investing involves risks and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful. Diversification does not guarantee a profit or protect against a loss.

Dominick D'Eramo
Dominick D'Eramo
Chief Fixed Income Officer
Email Dominick
Tony Roth
Tony Roth
Chief Investment Officer
Email Tony
Related Insights
Capital Perspectives
Monthly investment analysis & insights from Wilmington Trust Investment Advisors
Capital Markets Forecast 2015-2021
A Brave New World: Reserved Expectations

© 2020 M&T Bank Corporation and its subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation's international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value