WMA Private Investor Index Series

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MSCI WMA private investor index series

MSCI WMA private investor index series

MSCI is the sole authorised index provider behind the Wealth Management Association (WMA) Private Investor Index Series. The series consists of five composite indices designed to represent the weightings and show returns of selected multi-asset-class strategies, determined by the WMA Private Investor Indices Committee:



The indices include weightings of equities, bonds, real estate "cash" and “alternative” investments in proportions that reflect the longer-term objectives for each strategy. The weightings are determined by the WMA Private Indices Committee, which is responsible for regularly surveying WMA members and reflecting in each index the industry’s collective view for each strategy objective. The index weightings are updated when the Committee determines that strategy changes across the industry warrant a review.

The result is a suite of indices that can be used as benchmarks to compare the performance of portfolios that have investment objectives similar to the strategy represented in the respective index.


MSCI WMA Private Investor Indices Data Module

Performance, Factsheets and Methodology

Brochure

MSCI WMA Private Investor Index Series

Introducing the MSCI WMA Private Investor Index Series - read the brochure for further information

 

Read the latest press release - 'New MSCI WMA Private Investor Index Series now live'.

Contact us

Contact us

To contact an MSCI representative to discuss your index data requirements.
Please e-mail us at: WMA@msci.com or call us on: +44 20 7336 4783

Index licensing

Index licensing

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MSCI ACWI indexes

MSCI ACWI indexes

MSCI ACWI indexes offer a modern, seamless, and fully integrated approach to measuring the full equity opportunity set with no gaps or overlaps.