W+ Analytics

Invest with confidence. Invest for a better future.

Construct and customize indexes

Powerful, self-serve portfolio construction tool featuring FT Wilshire Index Series
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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. 

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Stock Screening
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Stock Criteria, Classification Layers, Exclusion List
Tilting‍
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Quality, Momentum, Value, Size, Volatility, Yield, Carbon
Historical Performance
Performance Statistics and Historical Time Series
Sector Analysis
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‍Industry Profiles
Exposure Analysis
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‍Factor exposure and exposure history
Valuations
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‍P/E, P/B, P/S, PCF, Dividend Yield, Return on Equity
Performance Attribution
‍Forthcoming
Reporting
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‍Extensive Output, Exporting Capabilities
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Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.

Wilshire Indexes operates alongside Wilshire’s investment management, consulting, OCIO, and alternative asset businesses, which are separately known as Wilshire Advisors LLC.
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