Wilshire
HQ Address
1299 Ocean Avenue, Suite #600, Santa Monica, CA 90401, United States
Website Address
Business introduction
Investing for a better future
A trusted partner to institutional investors, financial advisors and intermediaries
Wilshire is a leading global financial services firm and trusted partner to a diverse range of more than 500 leading institutional investors and financial intermediaries. Our clients rely on us to improve investment outcomes for a better future. Wilshire advises on over US$1.2 trillion in assets and manages US$86 billion in assets as of September 30, 2023. Wilshire is headquartered in the United States with offices worldwide.
Wilshire Solutions
Asset Allocation
For defined benefit pension plans, Wilshire Compass can calculate various hurdle rates which represent the required rates of return on existing plan assets to satisfy various plan liabilities, including, Accumulated Benefit Obligation (ABO) and Projected Benefit Obligation (PBO). For foundations and endowments, Wilshire Compass offers a dynamic Monte Carlo simulation model to consider......
business needs
view solutionManager Evaluation
The Wilshire Investment Database contains over 42,000 investment vehicles: 10,000 separate account products 28,000 mutual fund products (Lipper) 1,800 ETFs 3,200 indices Hedge funds and hedge fund of funds Private equity and private real estate (Coming Soon) 275 total funds (large institutional plans) 100 fundamental portfolio characteristics In addition to supplying historical monthly and quarterly performance information, the Wilshire......
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view solutionPortfolio Optimization
After asset allocation, investment structure is the most influential decision in determining a portfolio’s return and risk characteristics. Investment structure should be tailored to the sponsor’s objectives as well as their beliefs on market efficiency. A clearly defined investment structure allows the plan sponsor to better control composite asset class......
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view solutionRisk Management
Wilshire Compass’ risk summary report Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass will generate meaningful analysis measuring risk and correlations over a selected historical time period. Detailed charts and graphs will examine the risk of the strategic asset allocation, the contribution to risk by......
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view solutionRisk Reporting
Wilshire Compass Acuity assists asset owners seeking to gain a better understanding of the sources of risk in their investment portfolio. Incorporating the current strategic asset allocation and the existing portfolio of managers, Wilshire Compass Acuity delivers meaningful analysis measuring risk and correlations on an ex-ante (forward-looking) and ex-post (historical) basis. Detailed......
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view solutionThe Wilshire Investment Database
10,000 separate account products 27,000 mutual fund products (Lipper) 1,700 ETFs 3,200 indices Hedge funds and hedge fund of funds Private equity and private real estate (coming soon) 150 total funds (large institutional plans) 100 fundamental portfolio characteristics In addition to supplying historical monthly and quarterly performance information, the Wilshire Investment Database provides in-depth qualitative profiles of investment......
business needs
view solutionTotal Fund Analysis
gain insight into the asset allocation strategies of their peers, identify broad based trends in asset allocation decisions, evaluate the total fund performance versus peers and separate asset classes. Should we increase our allocation to real estate? What is the trend in DB Plans’ exposure to alternative asset classes? How has our fund performed compared......
