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WMA and MSCI to offer five multi-asset class indices


The Wealth Management Association has joined with MSCI to provide the Private Investor Index Series2, a series of flexible multi-asset class indices that will, the association says, be augmented and enhanced over time depending on the changing needs of the private client sector. 

The new index series will begin on 1st March 2017. The Association writes that this change is the culmination of a lengthy project initially undertaken by the WMA Private Indices Committee in which ‘it considered those requirements and augmentations deemed necessary to ensure the Private Investor Indices remain credible, useful and relevant to the Wealth Management community’.
The WMA also reports that it debated what flexibility in an index provider is necessary that these enhancements be delivered when required. The new suite of indices will comprise conservative, balanced, income, growth and global growth.
The WMA writes that maintaining the transparency of the Private Investor Index Series will remain a priority for both sides and the data collection for the indices from within the WMA membership will remain in WMA hands and continue to be 100 per cent confidential and reported anonymously.
WMA Chief Executive, Liz Field says: “It is essential that as a trade association we constantly review the ongoing relevance and use of our suite of indices for our member firms.  As demands change we need to be able to evolve with them and the flexibility offered by MSCI allow us to do that.”
Diana Tidd, Managing Director and Global Head of Index Products at MSCI says: “We are proud that the WMA has chosen MSCI as the provider for this index series.  We are dedicated to supporting the wealth management community, and delivering top quality indexes.  MSCI’s long history as a leading global index provider and our desire to work closely with our valued clients, gives us the experience and ability to be nimble and to flexibly adapt to evolving markets and client needs."

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