Use Cases

W+ is a powerful Index/Portfolio Construction and Analytical Tool . Use W+ to identify and analyze effective investment strategies. The tool provides a deeper understanding of index and portfolio construction to help achieve investment goals and provide you with the insights you need to make informed decisions.

Powerful Portfolio/Index Construction

Load Index/Portfolio

Load FT Wilshire index constituents or import custom stock lists to define the initial composition of your index/portfolio. Access an extensive universe of stocks, spanning global markets and diverse market caps.

Add/Remove stocks

Refine the Index/Portfolio using advanced screening tools. Apply custom ethical exclusion lists to align with values. Include or exclude securities based on industry classifications, financial metrics, or other defined criteria.

Apply Tilting/Capping

Apply factor tilts or capping to align index/portfolios with specific investment goals. Customize exposure levels for Factors and Carbon, and set target turnover constraints to maintain effective rebalancing at the Factor level.

Analyze Performance

Evaluate index/portfolio performance through historical analysis, detailed stock lists, and attribution reports to understand key drivers of returns.

Examine Performance and Risk Attribution

Gain deeper insights into your portfolio's performance and risk profile. W+ provides comprehensive attribution analysis, revealing the sources of returns and exposures driving your investment strategy. Understand the factors contributing to your index/portfolio's success or underperformance, enabling you to make more informed decisions and refine your investment approach.

Understand Excess Risk and Return

Factor Attribution Analysis

Performance Evaluation

Strategic Alignment

Utilize advanced factor attribution tools to pinpoint key drivers of excess return and active risk in your index/portfolio.

Assess index and portfolio performance using comprehensive risk-return analytics for data-driven decision making.

Determine if performance drivers align with your investment priorities and make necessary adjustments.

Neutralize Unintended Exposures

Exposure Analysis

Measure exposure and observe unintended characteristics within your portfolio or index strategy.

Historical Tracking

Analyze exposures over time to understand trends and potential impacts.

Mitigation Strategies

Implement targeted adjustments to neutralize unintended exposures and align with intended objectives.

Low Volatility Strategy Implementation

Risk-Return Profile Analysis

Evaluate an index/portfolio's current volatility characteristics and performance metrics.

Low Volatility Screening

Identify and select stocks with historically lower volatility to reduce index/portfolio risk.

Portfolio Rebalancing

Adjust weightings to emphasize low volatility assets while maintaining desired exposure.

Performance Comparison

Compare a managed index/portfolio against benchmark low volatility strategies for validation.

Carbon Strategy Refinement

Carbon Intensity
Analysis

Evaluate the carbon footprint of an Index/Portfolio. Use Screening to exclude specific industries, include a specific list of stocks or include targeted industries.

Performance Impact Assessment

Analyze how carbon intensity tilting impacts overall risk and return profiles. Compare the impact of Weighed Average Carbon Intensity adjustments.

Strategy Implementation

Continue to fine-tune your carbon strategy to balance sustainability goals with financial performance objectives.

Start using W+ today

Contact Wilshire Indexes

Connect with us

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