Santa Monica, Calif., September 22, 2022 – Wilshire, aleading global financial services firm, continues to enhance and modernize theway that indexes are built, maintained, and licensed. The FT Wilshire GlobalEquity Market Series (GEMS) enables investors to access country and regionalexposures through a consistent country-by-country framework offering greatertransparency into global markets.
There is a continuing demand for new indexes and benchmarksto support the growth in passive investment and the need for deeperunderstanding of market risks and trends. Wilshire is committed to innovationin the design of indexes and modernizing and improving index designs to providegreater precision and transparency.
Today’s launch of GEMS includes:
Country-by-Country indexes – Replicating the FT Wilshire5000 market capitalization breakpoints to better reflect the investment intentof accessing the large and small cap version of each country with no sizedrift.
Developed and Emerging Market indexes – Builds upon our workon the US series with the ability to apply regional cuts of the large and smallcap segments of the global markets without the necessity to apply complexexclusion criteria.
Global Index – View the world through one transparent lens.
FT Wilshire Pure Multi Factor Global Index Series – Adiversified factor strategy suitable for investing over many market cycles thatincludes four-factor beta neutral and five-factor versions.
FT Wilshire Climate Change 1.5℃ Target Global Index Series – 1.5°C or net zero target Index serieswhich meets the strict EU Paris Aligned Benchmark (PAB) requirements to helpinvestors benchmark their investment portfolio’s carbon reduction targets.
Customization Application – An application to access acustomization sandbox, giving clients the ability to research and constructindex ideas through interactive filters and screening capabilities.
“As the surge in using passive management strategiescontinues, we are ensuring that investors have access to the most modern indexand benchmark designs to meet their global investment mandates,” said MarkMakepeace, Wilshire’s Chief Executive Officer. “The innovation that we bring tomarket will benefit the whole investment community.”
Wilshire’s new benchmarking initiatives include:
· June 2021 – Enhanced FT Wilshire 5000 IndexSeries
· September 2021 – FT Wilshire Digital Asset IndexSeries
· December 2021 – Digital Asset Taxonomy System(DATS)
· May 2022 – Collaboration with Nikkei and HangSeng Indexes Company to launch the FT Wilshire Climate Change 1.5°C TargetIndex Series
· July 2022 - FT Wilshire Pure Factor Index Seriesand the FT Wilshire Multi-Factor Index Series
About Wilshire
Wilshire is a global provider of market-leading indexes,advanced analytics, and multi-asset investment solutions. A trusted partner toa diverse range of more than 500 leading institutional investors and financialintermediaries, our clients rely on us to improve investment outcomes for abetter future. Wilshire advises on over $1.3 trillion in assets and manages $84billion in assets and is headquartered in the United States with officesworldwide.
