Our Approach

Our approach enables an entirely new industry model, bringing together deep expertise, unmatched versatility and new technology in a platform designed to meet your indexing needs, solve unique investment challenges and uncover new product opportunities

Driving efficiency and
value for clients

Addressing needs ranging from basic data access to unique benchmarking, portfolio construction and risk management challenges — and getting your solutions to market quickly and allowing you to scale them rapidly.

Unencumbered by
legacy constraints

We’ve built a uniquely flexible index management platform, employing modular products and modern classification systems and providing a fully customized client experience — all within a commercial-pricing model that aligns with your growth.

Our New Index & Portfolio
Modeling Platform: W+

Our expertise, versatility, efficiency and technology all come together in W+, a state-of-the-art portfolio analysis and index modeling tool. W+ makes possible instantaneous index and portfolio analysis and construction, as well as rapid delivery of customized solutions.

With W+,  both active and passive investors and asset managers can address key challenges across Index and Portfolio Analysis, Risk and Performance, Portfolio composition functions and workflows.

LEARN MORE >
Screening
Tilting
Performance
Exposures
Valuations
SET UP A DEMO CALL >

Our Technology & Operating Model

Enabling this efficiency is an index management and development platform completely rebuilt on new technology. It makes possible a whole new way of working — empowering innovation while driving efficiency, speed-to-market and value for clients.

Leveraging cloud-native data management, data-as-a-service and natural language processing, our platform makes possible new levels of automation, scalability and accuracy. 

Easy Customization, Expansion &
Onboarding Through Automation
Lower Cost, Rapid Scalability
Through Standardization
Better Managed Computing/Data
Costs, Greater Accuracy & Speed

3-4

DAYS
INDEX BUILD/CUSTOMIZATION
Standardized data model that
create a foundation for flexibility

80-85

PERCENT
INDEX REVIEW AUTOMATION
An operating model designed to be lean and leverage automation

60-90

MINUTES
FILE DELIVERY (after market close)
Data managed in the cloud and supported by top DaaS providers

Learn more about
Wilshire Indexes

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