WST Capital Management, WallachBeth Capital Featured by S&P Dow Jones Indices

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Discussion focused on custom indexing, trading execution and strategic partnership

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ETF strategist WST Capital Management (WSTCM) and WallachBeth Capital, a trading partner, were featured recently in the Index TV series produced by S&P Dow Jones Indices (S&P DJI), a division of S&P Global. A quantitative investment boutique focused on targeted asset class strategies and multi-asset investment solutions, WSTCM is a division of Norfolk, VA-based Wilbanks Smith & Thomas Asset Management LLC. WSTCM specializes in risk-managed investment strategies executed primarily using exchange-traded funds. WallachBeth is a New York-based institutional broker providing execution services to clients including WST Capital Management.

Entitled “A Behind the Scenes Look at Creating and Trading a Custom Index,” the discussion was hosted by Shaun Wurzbach and Michael Mell of S&P DJI, and it featured Roger Scheffel, Chief Investment Officer of WST Capital Management, and Andrew McOrmond, Managing Director at WallachBeth. Conversation focused on custom indexing, a practice that WSTCM first undertook in 2012 in collaboration with S&P DJI, and on the role of trading execution in the effort to track those indices in portfolios.

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Elizabeth Marchetti
Wilbanks Smith & Thomas Asset Management, LLC
+1 (757) 623-3676
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