White Papers

  • Women & Investing

    Wealth, thy name is woman. In fact, a third of the world’s financial assets is now under female control—in the U.S. alone, that’s nearly $11 trillion and it’s expected to reach $22 trillion within 10 years. But are women fully prepared to take the helm? Wilmington Trust’s Head of Investment Strategy Meghan Shue and Senior Investment Advisor Christy L. Watkins highlight women’s advances and remaining gridlock.

  • LGBTQ Investors

    For all the legal and social progress that has positively impacted the LGBTQ community, research has revealed that LGBTQ investors are generally less confident and less diversified than their non-LGBTQ counterparts. This paper delves into this issue and how this could impact investors’ long-term investment goals, as well as the financial implications of marriage equality, and how the LGBTQ segment is changing the investment world.

  • Goals-Based Investing

    Head of Investment Implementation and Investment Advisory Services Eric W. Taylor, CFA, looks at how investing has evolved in recent years, the need to prioritize among essential, fundamental, and supplemental goals, and how assigning “success probability targets” helps further goal achievement.

  • Sustainable Investing

    Can investors do good and do well? Steve Norcini, head of sustainable investing and manager of the ESG Equity Strategy for Wilmington Trust, thinks the answer is a definitive “yes.” In this paper, he breaks down the field of sustainable investing and explains how it’s possible to align growing assets in a way that supports one’s values.