We examine two distinct methods of size segmentation in the US market: a count-based approach (applying a rigid stock count such as 1000 and 2000 stocks) and an adaptive cumulative market approach based on percentage allocation.
A global equity index can serve as the benchmark for ETFs, index funds or structured products, and also supplies reference points for global asset allocation and rich information for measuring the global economy.
Value and Growth are important style segments that investors use to navigate the US market. The new FT Wilshire US
Growth and Value Index Series addresses the robustness and transparency issues of legacy indexes.
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.
Wilshire® and Wilshire 5000® are registered service marks owned by Wilshire Advisors LLC and are used under license. “FT” is the trade mark of the Financial Times Limited and is used under licence.