A Behind the Scenes Look at Creating and Trading a Custom Index

How do firms create and ultimately launch strategies based on custom indices? Watch as Roger Scheffel from WST Capital Management and Andrew McOrmond from WallachBeth Capital join S&P DJI’s Michael Mell and Shaun Wurzbach to discuss the roles liquidity and tracking error can play in the life cycle of a custom index strategy. This content aims to provide insight into WST Management’s objectives in custom indexing, as well as two key partnerships.

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