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"In the
[institutional] trust environment, the process used to reach
investment decisions can be as important as the investment results
produced" – Trust & Estates Supplement 8/00
Trust clients look to their fiduciary for individualized
investment programs based on sound investment philosophy and process. Wright’s commitment to quality and
original source research and continually refining and documenting
its investment process enables trust institutions to provide
standard and customized individual security portfolios to
institutional trust clients.
Separately managed accounts are investment accounts that consist
of individual security portfolios (equity or fixed income), or a
mixture of individual security portfolios and mutual funds. Many
institutional trust clients prefer the use of individual security
portfolios for equity and fixed income investments over the use of
mutual funds. Wright Investors’ Service’s separately managed
accounts for institutional investors can be helpful in meeting the
needs of this type of investor for discipline and consistency in
investment philosophy and process.
Wright’s fiduciary approach to security selection begins with a
computerized screening of corporate information from Worldscope®,
the world’s most comprehensive and accurate corporate financial
database. The screening process evaluates quantitatively 32 specific
financial characteristics of each corporation – called
Wright’s Investment Quality Requirements. Only companies meeting
these quality requirements are considered for inclusion in Wright
Portfolios.
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