Wright FIRST is a valuable resource providing the highest quality financial management services available for Portfolio, Trust and Investment Professionals.

The Wright FIRST Investment Research Service

Provides tools to improve portfolio management

An Approved List of the highest quality companies that meet the Approved Wright Investment List (AWIL) standards
A proprietary Wright Quality Rating® for each company
A relative Attractiveness Rating that measures the Quality, Value and Timing of each security
Summary and Detail Reports of all Approved Wright Investment List companies
Investment Commentaries, extensive economic and securities markets Chart Files, Special Reports and more
Detail Reports on over 46,000 of the leading companies in 69 countries

Helps staff to meet regulatory and compliance requirements

The adoption of The Approved Wright Investment List provides Trust and Investment Officers with guidance to ensure that only fiduciary grade securities are held in client portfolios
The key data in the Approved List report table provides the capability to review and verify the criteria that Wright uses to screen and select quality companies
Summary and Detail Company Reports, along with updates to the Approved List table, enable Trust and Investment officers to monitor each company’s financial wellbeing while timely alerts keep officers appraised of changes to the AWIL

Facilitates business development and client servicing

Utilizing customized investment commentaries, Bank and Trust departments can prospect for new clients through direct mail, branch pass-outs or postings on the bank’s website of timely informational content
Wright’s Investment Committee webinars share insights with clients on the economy and the investment markets
The Wright FIRST Investment Research Chart File provides an extensive resource of insightful graphs and tables that can be included in client account review presentations and for other prospect and client communications

Copyright © by The Winthrop Corporation. Distributed by Wright Investors' Service, Inc. The analyses and data are provided “As is” without warranty of any kind express or implied. The Winthrop Corporation, Wright Investors’ Service, Inc., and any other data providers (collectively, “Winthrop”) specifically exclude the warranties of merchantability and fitness for a particular purpose and do not warrant, guarantee, or make any representations regarding the use, or the results of the use, of the data in terms of its accuracy, reliability or currentness. Winthrop shall not be liable for any direct, indirect, consequential, or incidental damages (including lost profits) arising out of the use or inability to use the analyses and data, which are provided for internal use only. No redistribution of the analyses and data or any part thereof is permitted. Wright Quality Ratings are not meant to constitute investment advice or an endorsement of any issuer.