All Investment Management Content

Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor, CFA |
Investment Management
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The inception of modern portfolio theory (MPT) in the 1950s by Nobel Prize-winning economist Harry Markowitz revolutionized investment management. It created a mathematical framework for assembling an investment portfolio designed to maximize returns at a given level of risk. In the decades that followed, this risk-based asset allocation approach largely governed how investors’ portfolios would be built—and with good reason.

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Investing Ethically, Sustainably, and with Impact —an Introduction

Brandon Alderson, CFA |
Investment Management
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March 16, 2018 – There is a growing number of values-based, sustainable, and impact strategies available to U.S. investors. The Forum for Sustainable and Responsible Investment (USSIF) estimates that such strategies already account for over $8 trillion in assets under management, up 33% from 2014.  In Wilmington Trust’s Manager Research Group, we have selected several such strategies for our approved list and are researching additional candidates.

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The ABCs of Bitcoin

Rhea Thomas |
Investment Management
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Cryptocurrencies, or digital currencies, have captured the imagination and interest of investors around the world in recent years and in particular in 2017. Three main factors have driven this interest: the role of cryptocurrencies as bold new upstarts in the world of electronic payments; their meteoric rise in value since they were created less than a decade ago; and the perennial search for long-term stores of value in the face of geopolitical uncertainty.Digital coins. Electronic money.

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