Independent Registered Investment Advisory Wilbanks Smith & Thomas Selects S&P Dow Jones Indices to Calculate Custom Index
PR Newswire


NEW YORK, Aug. 1, 2012 /PRNewswire/ -- Wilbanks Smith & Thomas (WST), an independent registered investment advisory firm managing more than $2.0 billion in assets, has selected S&P Dow Jones Indices to calculate the WST Dynamic Portfolio Manager – Core Index (DPMC).


According to Wilbanks Smith & Thomas, the WST Dynamic Portfolio Manager – Core Index is an objective, dynamic, asset allocation strategy index that follows a model based on a predefined set of rules operating on numerous metrics. The Index uses a rules-based selection methodology that is quantitative and contains no subjectivity.  The purpose of the WST Dynamic Portfolio Manager – Core Index is to provide investment management analytics, performance measurement, and performance reporting solutions to investors.

"We are excited to have this opportunity to bring our custom indexing capabilities to the registered investment advisory community by calculating this custom index for Wilbanks Smith & Thomas," says Michael Mell, Associate Director of Custom Indices at S&P Dow Jones Indices. "Our unique insight into the FA/RIA market via our dedicated channel management team positions us well to meet the growing needs of this important market segment."

"Wilbanks, Smith & Thomas is proud to have the opportunity to work with S&P Dow Jones Indices in bringing our custom index to market," says Wayne Wilbanks, CEO of Wilbanks, Smith & Thomas. "The combination of S&P Dow Jones Indices' long standing reputation as 'the' index provider in the industry and their team's approachable and interactive nature will make for a great relationship with WST as we launch Dynamic Portfolio Manager a member of the WST Family of Dynamic Solutions."


S&P Dow Jones Indices custom indices is an acknowledged global leader in the calculation of custom indices, providing unparalleled services in the design, construction, management and distribution of custom indices.  Drawing on our knowledge and a global database of over 17,000 individual stocks, S&P Dow Jones Indices custom indices provides an independent, flexible and accurate service enabling clients to purposefully design a custom index to meet their specific requirements across equity, commodity and fixed income asset classes.


For more information, please visit:


About S&P Dow Jones Indices

S&P Dow Jones Indices LLC, a subsidiary of The McGraw-Hill Companies, Inc., is the world's largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average(SM), S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of institutional and retail investors. More assets are invested in products based upon our indices than any other provider in the world. With over 830,000 indices covering a wide range of assets classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets. To learn more about our company, please visit

Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC ("S&P").  Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones").  These trademarks have been licensed to S&P Dow Jones Indices LLC.

It is not possible to invest directly in an index.  S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation for calculating third party indices.




SOURCE S&P Dow Jones Indices