Wilmington Trust

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

Investment Management

Investment Management
Institutional Investor
All-in-one Solutions Platform

All-in-one Solutions Platform

Access a robust array of high-quality solutions that offers you:
  • Manager customization based on your particular objectives
  • Proprietary and open architecture strategies that aim to give you the best of both worlds in a single platform, blending complementary investment solutions and managers with proven capabilities
  • Those active managers or approved passive investment vehicles that are expected to achieve enhanced return after a potential value–cost benefit analysis
  • Across-the-board drawdown exposure approach to risk management

Selection criteria

To bring to bear on your portfolio the solutions we believe show the greatest potential to deliver excellent value and attractive returns, we use forward-looking analysis and conduct a rigorous screening process on a set of managers, mutual funds, and exchange-traded funds (ETFs) to carve out from a fixed investment universe eligible high-quality candidates:
  • Scrutinize philosophy and process, aimed at identifying the most tax-efficient solutions with minimal turnover to make trading work for your bottom line
  • Collect and analyze data regularly to compare performance on a risk-adjusted basis relative to peer group and benchmark
  • Perform ongoing due diligence to help ensure managers adhere to their particular style and process

Asset class diversification

A well-diversified portfolio can help enhance returns and curb volatility. We believe it should include both traditional and nontraditional asset classes, as one group often does well when the other does not. Endowments, pension plans, and other institutional clients learned this harsh lesson recently when equities and fixed income outperformed hedge funds, real estate, and private markets.*

Fixed income expertise

Our skilled fixed income investing team is highly regarded in the industry with a total of more than 300 years' experience, an average of over 20 and 28 years per analyst in the taxable and municipal groups, respectively.

It consists of specialists in portfolio and risk management, trading, and credit research. They use a range of varying-term proprietary and third-party fixed income portfolio strategies and may be able to toggle back and forth between taxable and tax-free issues, depending on your institution's tax requirements and investment objectives:
  • 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
  • Multi-strategy Fixed income Strategy.

Equity expertise

Our equity team selects domestic managers that strive for dividend income and capital appreciation:
  • Dividend Growth Strategy
  • Equity Income Strategy
  • Core Equity Strategy
  • Sector Allocation Strategy
Depending on your particular goals, circumstances, risk tolerance, and time horizon, we may also include nontraditional assets and sub-asset classes, such as real estate, hedge funds, and (for qualified investors) private equity.

Portfolio construction

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 drawdown exposure and volatility, while recognizing our clients' risk tolerance, liquidity constraints, tax-sensitivity, costs, and other specific considerations.

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

* "College Endowments Seen Posting Worst Returns Since 2009," Bloomberg.com, by Janet Lorin and Martin Z. Braun, August 2, 2016.

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© 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