- 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.