Solution introduction

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 and active management risk. Wilshire Compass has the tools and resources necessary for institutional investors to build teams of managers and identify where best to allocate funds given specific active risk budgets. More information coming soon!

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.