Implementing Your Plan | Wilmington Trust

Investment Management

Implementing Your Plan

To execute on our investment intelligence, we first select the high-quality managers or solutions we feel will help client portfolios deliver consistent performance and effective risk management.

Solution selection

Access a robust platform of high-quality solutions that can benefit from both:
  • Proprietary or open architecture, depending on which investment managers we believe can best help achieve your goals
  • Traditional or nontraditional (since one group may generally do well when the other does not, having both can help manage risk and enhance returns)
To bring you the investment managers we think show the greatest potential to deliver excellent value and attractive, competitive returns, we identify an investment universe and determine if they meet our stringent selection criteria.

A snapshot of our selection process

  • Scrutinize philosophy and process, aimed at identifying 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

Portfolio construction

From our array of high-quality solutions, we create portfolios that are designed to provide you enhanced upside with reduced downside exposure to drawdown and volatility. Complementary investment strategies are combined in a way that aims to underscore risk tolerance, tax-sensitivity, costs, legacy considerations, and more.

Where advice meets execution: your customized portfolio

The centerpiece of your long-term investment strategy is your Investment Policy Statement (IPS). It is a written document that reflects the coming together of your individual circumstances, plus our advice and solutions, to create your portfolio and the development of the investment strategy we feel will best be able to fulfill your objectives.

Your personalized roadmap is designed to:

  • Frame your needs, priorities, and investment objectives
  • Assess how much risk you feel comfortable taking
  • Identify areas of special focus and preferences, e.g., building income for a retirement portfolio, managing potential tax consequences
  • Encourage regular communication and mutual understanding of your goals and the plan to achieve them
  • Discourage emotional reactions to market events
  • Promote investment discipline so you can keep your portfolio strategy on track during market ups and downs
  • Foster adherence to fiduciary standards
  • Establish a reference point to monitor strategy and evaluate results

Learn more about our rigorous selection process and how it aims to result in portfolios with high-quality investment solutions designed to help preserve and grow wealth.





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