Home
Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Institutional Investors |Strategic intelligence | Wilmington Trust

Investment Management

Strategic intelligence

Benefit from the deep bench of experienced research analysts, strategists, and economists. The team performs extensive analysis to develop long-term investment themes and strategic forecasts for the economy and asset class returns. A range of risk-based portfolios is then constructed to align with their best thinking.

Long-term capital markets forecasts

The traditional approach to developing capital markets forecasts is backward-looking and inherently inflexible, focusing on historic data and being guided by the past. As such, it is devoid of current world economic conditions and challenges.

Our more flexible, forward-looking approach, which fuses a series of considerations to inform return assumptions and outlooks, features a number of differentiating characteristics:

  • Accommodates our economic outlook and reflects current and future economic and market realities
  • Looks past traditional asset class breakdowns to diversify by the economic drivers of returns
  • Understands the relationship between economic factors and financial market behavior
  • Factors in key economic inputs like gross domestic product, credit spreads, yield curve slope

In fact, domestic and international economic factors were primary in the formation of our outlook, as described in our 2016 Capital Markets Forecasts commentary, Wheat from the chaff: obstacles and opportunities, where we made 1- and 10-year forecasts that will be revisited every few years:

  • U.S. economy stable but slowing growth leading to a shallow recession in the next few years
  • Low-return environment to persist, boosting importance of interest and dividend income vs. capital appreciation
  • Emerging, or developing, nations to provide outsized returns down the road, as "old" economies shift to "new" economies

Portfolio allocations

We rely on our capital markets forecasts and projected returns to determine how we think assets should be weighted, or allocated, in portfolios.

Our resulting long-term strategic asset allocation strategies reflect opportunities and produce benchmarks consistent with long-term views that:

  • Include basic asset classes (equities, fixed income, and cash) and sub-asset classes (U.S. large-cap equities, municipal bonds, and high-yield bonds)
  • Range in predetermined risk categories, from aggressive through conservative
  • Feature tax-advantaged or taxable models
  • Offer nontraditional investments (such as hedge funds and, for qualified investors, private equity)




Meet Our Investment Team
Related Insights
Institutional Perspectives
Our flagship publication delves into our institutional views on current market and economic issues

© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

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