Since 1977 we have helped bank trust departments and trust companies outsource their investment management functions. Service highlights include:
Investment products: Our broad range of investment products were designed specifically for trust departments to address the requirements of the Uniform Prudent Investor Act. They include:
- Domestic and international equity products across a broad range of capitalizations
- Domestic fixed-income products across a broad range of durations and sectors
- Alternative products such as commodities, real estate and defensive overlay strategies
Investment vehicles: Our list of investment vehicles serve the needs of investors with varying levels of assets and risk preferences.
- Separate securities products using equity securities, fixed income securities, or both
- Asset allocation products using separate securities and, where appropriate, mutual funds and exchange-traded funds
Research and Analysis: We offer customized research packages and fiduciary research and analysis options.
- Fiduciary Investment Lists (Domestic and International)
- Individual Stock Quality Rankings
Economic Research and Analysis Products: Our clients can receive regular updates to help them stay informed about the economy.
- Monthly: Investment Report and Economic Environment Package
- Quarterly: Investment Report and Investment Committee Webinars
- Periodic: The Economist Workbench, The Case for Diversification, Topical Reports
Online Options: WrightNet® is an online portal provided to clients giving them 24-hour access to research products and support services. Other online services, include:
- Wright FIRST Investment Research Service (fiduciary stock lists, market commentaries and economic charts)
- CorporateInformation® (global corporate research service) offering timely, accurate information on more than 38,000 companies in 70 countries