Monitoring your Investment Plan | Wilmington Trust

Investment Management

Monitoring your Plan

Markets and economies are fluid. To sidestep short-term challenges and capitalize on short-term opportunities while minimizing drawdown risk exposure, our Investment Committee makes tactical (9- to 12-month) asset allocation shifts in the weightings of asset classes that affect the investments in your portfolio.
  • We seek value in new and different ways and don't just look at asset classes by themselves
  • We focus on the economic forces that drive asset class behavior
  • This way of thinking is responsible for the creation of our more nuanced approach to equity sector investing
  • It reflects our move from looking at equities through a style (value/growth) or market capitalization (small, large) lenses to an economic sector lens

Your evolving Investment Policy Statement

Your Investment Policy Statement is a living document and must be revisited to reflect major changes in your goals and overall situation. Communicate regularly with your Investment Advisor to review portfolios and stay current on key inputs as you track progress toward goals.

See how Wilmington Trust's investment process includes tactical short-term asset allocation adjustments that seek to manage portfolio risk and enhance returns.

Meet Our Investment Team
Related Insights
Your Investment Policy Statement
Find out why this is the foundation of your overall investment strategy.
How economic forces drive asset class behavior
Constructing a more dynamic portfolio with equity sector allocation
A personalized roadmap
How can you bring focus to meetings with Investment Advisors?
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