Index Research

Oct 7, 2024

Factor & Style Index Report - Q3 2024

Quarterly Report covering US Pure Factor and Style Performance and attribution analysis - Q3 2024
TOPICS: 
Pure Factors
Aug 30, 2024

Capping Infrastructure Indexes

As the growth in infrastructure accelerates globally, the importance investors place on sectors, countries, and regional exposure is emerging as a key theme in infrastructure allocations
TOPICS: 
Alternatives
Jul 10, 2024

Factor & Style Index Report - Q2 2024

Quarterly Report covering US Pure Factor and Style Performance and attribution analysis - Q2 2024
TOPICS: 
Pure Factors
Apr 16, 2024

Avoid the Size Trap

We examine two distinct methods of size segmentation in the US market: a count-based approach (applying a rigid stock count such as 1000 and 2000 stocks) and an adaptive cumulative market approach based on percentage allocation.
TOPICS: 
FT Wilshire 5000
Apr 10, 2024

Factor & Style Index Report - Q1 2024

Quarterly Report covering US Pure Factor and Style Performance and attribution analysis - Q1 2024
TOPICS: 
Pure Factors
Jan 16, 2024

Factor & Style Index Report - 2023

Quarterly Report covering US Pure Factor and Style Performance and attribution analysis - 2023
TOPICS: 
Pure Factors
Oct 11, 2023

Factor & Style Index Report - Q3 2023

Quarterly Report covering US Pure Factor and Style Performance and attribution analysis - Q3 2023.
TOPICS: 
Pure Factors
Mar 28, 2023

Did traditional style indexes create a false narrative for factor analysis in 2022?

Was the rotation from Growth to Value in 2022 as significant as it seemed? Not if viewed through the prism of ‘Pure Factors’
TOPICS: 
Pure Factors
Feb 6, 2023

Accessing Global Markets with precision: Introduction to the FT Wilshire Global Equity Market Series

A global equity index can serve as the benchmark for ETFs, index funds or structured products, and also supplies reference points for global asset allocation and rich information for measuring the global economy.
TOPICS: 
FT Wilshire GEMS
Aug 26, 2022

Capture Value and Growth Styles with precision

Value and Growth are important style segments that investors use to navigate the US market. The new FT Wilshire US Growth and Value Index Series addresses the robustness and transparency issues of legacy indexes.
TOPICS: 
Style