Press Release

Changes to FTSE WMA Private Investor Index Series Effective May 2016

31st March 2016

In response to the data from quarterly surveys sent to the WMA membership regarding the asset allocation of the balanced, conservative, global growth, growth and income portfolios in the FTSE/WMA Private Investor Index Series, the below changes have been recommended by the FTSE/WMA Private Investor Indices Committee.

These revised weightings to the will be implemented by FTSE Russell and made effective on Tuesday 3rd May 2016.

  •  FTSE / WMA Stock Market Growth Portfolio
    • No changes made
  • FTSE / WMA Stock Market Balanced Portfolio
    • No changes made
  • FTSE / WMA Stock Market Income Portfolio
    • A decrease in Bonds from 32.5% to 27.5%
    • An increase in Alternatives from 5.0% to 10.0%
  • FTSE / WMA Stock Market Conservative Portfolio
    • An increase in International Equities from 11.0% to 13.5%
    • A decrease in Bonds from 45.0% to 40.0%
    • An increase in Alternatives from 15.0% to 17.5%
  • FTSE / WMA Stock Market Global Growth Portfolio 
    • No changes made

– Ends –

Notes for Editors

  • For more information on the FTSE WMA Private Investor Indices click here.

About the Wealth Management Association (WMA)

  • The Wealth Management Association (WMA) is a trade association that represents 185 wealth management firms (full members) and associate members who provide professional services to our full member firms.
  • WMA members firms look after over £670 billion of wealth for over 4 million retail investors.
  • WMA full members deal in stocks, shares and other financial instruments for individuals, trusts and charities through a range of services spanning execution only, advisory and discretionary fund management.
  • The WMA exists to support its members and their clients in the following ways:
    • To be an advocate for the sector with governments, regulators and the wider financial services community;
    • To influence policy and also decision makers within the wider sector to the benefit of WMA members and their clients;
    • To research and provide definitive information about the sector as required for members and in support of the influencing and advocacy objectives;
    • To be a thought leader, to lead and stimulate debate and make members aware of emerging trends; challenging and provoking change.
    • Facilitating the sharing of good practice, enabling the membership as a whole to benefit from the latest developments affecting the sector as well as providing support to enable them to develop good prescribe and overcome challenges.
  • WMA firms operate across more than 580 sites, employing over 32,000 staff.
  • These firms also run over 5.5 million client portfolios and carry out over 20 million trades a year.


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