Bringing you live news and features since 2006 

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."

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by