Powerful, self-serve portfolio construction tool featuring FT Wilshire Index Series
W+ is an intuitive interactive web-based tool that allows clients to construct and customize indexes.
The sandbox experience facilitates experimentation and customization which clients can apply a variety of portfolio construction techniques to different starting universes, ranging from simple exclusionary filters to sophisticated factor tilting and optimization.
Clients can assess choices across various metrics which include performance, risk attribution, factor and industry exposure, and implementation properties in real time.
Stock Screening Stock Criteria, Classification Layers, Exclusion List
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