WoodTrust feels it is virtually impossible to “time” the market and add long-term value by guessing which style of investing will be in favor. For this reason, institutionally-managed asset allocation portfolios are created with a combination of specialist managers who complement one another with practically no security overlap. By selecting experts in various styles and sectors, we ensure full coverage of the markets which provides security that the targeted allocation to stocks, bonds, and cash is being maintained.

Utilizing proven technology solutions from SEI Investments, powerful research capabilities are incorporated in the selection of these specialist managers. This is a rigorous, step-by-step approach that begins with an investment returns-based evaluation of each potential manager and ends with a qualitative examination of the firm itself. This approach shrinks a universe of over 5,000 investment managers, responsible for over 17,000 products, down to a handful that meet all required criteria. After this intensive sort process, including personal interviews and on-site visits, the specialist managers are selected and optimally rebalanced in the appropriate style-specific portfolios listed below:

Equity Portfolios
Large Cap Growth
Large Cap Value
Small Cap Growth
Small Cap Value
International Equity
Emerging Market Equity

Fixed Income Portfolios
Money Market
Ultra Short Bond
Short Duration Government
Intermediate Duration Government
Core Fixed Income
High Yield Fixed Income
Intermediate Tax Exempt
Emerging Market Fixed Income
International Fixed Income

Managers who are sub-advisors in the style-specific portfolios are subject to a rigorous, on-going monitoring and oversight process. Manager activities and performance are monitored on a daily, weekly, monthly, quarterly, and annual basis. This analysis evaluates everything from daily trades to complete organizational reviews.