Global Wealth Allocation Limited


GWA, a majority-owned affiliate of Wall Street Access LLC, created the world’s first non-price portfolios in 1998. GWA’s Wealth Weighted portfolios re-weight the constituents of market capitalization indices based on the economic definition of wealth: book value, earnings and cash flow. The result is a rules based, fully transparent long-term strategy that is easy to implement on a large scale and that creates systematic alpha.

In partnership with global index providers, GWA publishes wealth weighted indices for the Developed World, Emerging Markets, EAFE and single countries (U.S., Japan, UK and Australia).

Implementation of Wealth Weighted portfolios is carried out through partnerships with leading global fund management firms in Europe, Japan, Australia and the US. The firm currently manages some US$6.0bn for more than 100 clients around the world including the largest and most sophisticated pension plans and government funds.

GWA has recently launched an exciting new US Large Cap Equity strategy based on the same principles of wealth creation that have been applied to the management of institutional portfolios for clients over the past 13 years.

Please visit www.globalwealthallocation.com for more information.
 



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