Dow Jones, Wilshire Partner in Index Rebranding, Creation

March 9, 2004 (PLANSPONSOR.com) - Dow Jones Indexes and Wilshire Associates have agreed to co-brand, calculate, and disseminate four flagship Wilshire indices as well as to create a new global family of co-branded benchmark indices.

Beginning next month, Dow Jones Indexes will calculate, license and market the newly named Dow Jones Wilshire 5000 Composite Index, Dow Jones Wilshire 4500 Completion Index, Dow Jones Wilshire REIT (Real Estate Investment Trust) and Dow Jones Wilshire RESI (Real Estate Securities Index) indices.  

In the second quarter of 2004, Dow Jones Indexes will assume the calculation and marketing of the Dow Jones Wilshire Style Indexes.   Dow Jones Indexes and Wilshire Associates also plan to develop a global family of co-branded benchmark indices with the first, the Dow Jones Wilshire Global Composite Index, scheduled for launch in the fourth quarter of 2004.

The Dow Jones Wilshire indices will be free-float weighted, using the existing Dow Jones Indexes free-float methodologies that remove corporate shares that aren’t available for public trading.   However, the Dow Jones Wilshire 5000 Composite Index, Dow Jones Wilshire 4500 Completion Index, Dow Jones Wilshire REIT and Dow Jones Wilshire RESI will continue to be calculated with full shares for the sake of historical data continuity.   The Dow Jones Wilshire Indexes also will use the Dow Jones Global Classification Standard, which will transition to the Dow Jones/FTSE Industry Classification Benchmark structure later this year.

The Dow Jones Wilshire Indexes will be available on market data vendor platforms, many in real-time format, and on the Dow Jones Indexes ( http://www.djindexes.com ) and Wilshire Associates (  http://www.wilshire.com ) Web sites.

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