WMA Selects MSCI For Private Investor Index Series

The Wealth Management Association (WMA¹) today announced an agreement with MSCI to provide the Private Investor Index Series².

MSCI will offer the wealth management community a series of flexible multi-asset class indices that will be augmented and enhanced over time based on the changing needs of the private client sector.

This change is the culmination of a lengthy project initially undertaken by the WMA Private Indices Committee in which it considered those requirements and augmentations deemed necessary to ensure the Private Investor Index Series remain credible, useful and relevant to the Wealth Management community. Furthermore, the Committee debated what flexibility in an index provider is necessary so that these enhancements can be delivered when required. Having considered these findings and the long-terms needs of the Private Investor Index Series the WMA Board has decided to appoint MSCI as the exclusive index provider for these indices.  

This new agreement will ensure the delivery of a suite comprising of five indices: conservative, balanced, income, growth and global growth.