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• Corporations
• Foundations and other non-profits
• Savings and Loan Institutions
• Small Business
• State and Local Governments
• Trade Unions
  

Wright is uniquely qualified to meet the specialized needs of institutional prospects/clients of trust fiduciaries. Wright participates actively in marketing to and serving institutional clients, offering, as needed:

Disciplined Investment Approach
Wright’s disciplined approach to security selection is particularly appropriate for institutional investment management. In the institutional investment environment, the process used to reach investment decisions can be as important as the investment results produced. Wright’s security selection process is a layered approach of quantitative, analytical and qualitative screening. Portfolio construction is implemented by individual portfolio managers, supervised by a nine-member investment committee. It is a rigorous process designed to meet the unique requirements of institutional and fiduciary clients.

GIPS® Compliance
Wright Investors’ Service claims compliance with the Global Investment Performance Standads (GIPS®) and prepares and presents its reports in compliance with the GIPS standards. Wright Investors’ Service has not been independently verified.

Marketing to Consultants
Wright’s Consultant Relations personnel currently enjoy productive relationships with many institutional investment consultants across the country. Wright can support trust institutions pursuing business in which consultants are involved.

Providing Technical Information
Requests for proposal (RFP’s) often require highly technical data not easily accessible to many trust institutions. Wright has over 40 years of experience responding to RFP’s and bidding for institutional business.

Analyzing Existing Portfolios
Using analytical tools developed by Wright, including software developed by Wilshire Associates, Inc. Wright analyzes the prospect’s current investment portfolio, focusing on identifying the divergence of the portfolio versus a given benchmark, within user-defined constraints. The quality and comprehensiveness of this analysis meets the expectations of the largest institutional prospects.

Preparation of Professional Quality Investment Proposals
Once a portfolio has been analyzed, Wright then prepares a complete investment proposal showing individually customized equity and fixed income portfolios and asset allocation with portfolio income yield. The proposal is designed to represent the partnership between Wright and the trust institution, combining background information on both.

Comprehensive Reporting Capability
Client statements are provided normally on a quarterly basis. Monthly statements are available upon special request. In addition, annual, semi-annual or quarterly Portfolio Review reports can be prepared for institutional clients. These reports expand upon the statement and provide information such as portfolio characteristics, portfolio changes, and economic and market reviews. A dedicated Client Service Officer is available to assist in presenting Portfolio Reviews at client meetings. Wright also provides an internet site designed solely for trust fiduciaries.

Ongoing Client Sales/Service Support
Comprehensive communication and personalized service are important aspects of Wright’s institutional account management service. A dedicated Client Service Officer is assigned to each trust relationship to support new business development efforts and client retention. Your Client Service Officer will help make new business presentations, will work with the investment officer at Wright and/or the investment officer at your institution to monitor accounts for compliance with client requirements and guidelines. As mentioned above, Client Service Officers are available to help in Account Review presentations as these institutional relationships go forward.

For more information on Wright or to order a sample report, call Wright at 1-800-232-0013.