Due to our recent name change to Wilmington Trust Investment Advisors, Inc. (WTIA), some of our site's content may not be representative of our new combined entity. Please be assured that work is underway to update the site.
Asset AllocationStrategies
The importance of an effective
asset allocation strategy cannot be overstated
in today’s investment and economic climate.
WTIA creates tailored asset allocation solutions
from one of the seven distinct asset allocation
strategies (see chart below).
Essential to our asset
allocation process is the setting of ranges for
each asset and asset sub-class allocation. Our
Asset Allocation Committee sets target levels
within the ranges based on our current tactical
outlook of interest rates, economic cycles, leading
indicators, and other economic and financial factors.
Setting
and maintaining the correct asset allocation
is a critical component of implementing
any investment policy. The Institutional
Client Service team begins each client relationship
by establishing the acceptable ranges, targets
and benchmarks in the signed Investment
Policy Guidelines. We periodically rebalance
to assure continued compliance with the
set targets.
Click
hereto learn more about the investment
process for our Asset Allocation Strategies.
The chart below
is a summary of our seven distinct Asset Allocation
Strategies. Point to each circle below for a description:
*These
objectives are meant to serve as general guidelines.
A detailed, mutually agreed upon Investment
Policy Guidelines will outline each client’s
objectives, benchmarks, acceptable ranges and
targets.
Asset allocation does not ensure a profit nor protect against loss.
Information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.
Wilmington Trust is a registered service mark of Wilmington Trust Corporation, a wholly owned subsidiary of M&T Bank Corporation (M&T). Wilmington Trust Investment Advisers, Inc. (WTIA), a subsidiary of Manufacturers and Traders Trust Company (M&T Bank), is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank affiliates and clients.
This information contained herein is not intended as a recommendation or determination that any investment is suitable for a specific investor. Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by any bank or other entity, and are subject to risks, including a possible loss of the principal amount invested.
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