Utilizing award-winning and proprietary technology, the Wilshire Compass and Wilshire TRMS (Total Risk Management Solution) teams collaborate to offer the institutional investment community an affordable, actionable and timely risk management reporting service
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 charts and graphs examine the risk of the strategic asset allocation, the contribution to risk by asset class and the actual observed risk within each asset class.
The risk analysis within Wilshire Compass also provides an attribution of estimated risk from four distinct sources:
Data management is shouldered by Wilshire
Wilshire Compass Acuity clients gain full access to the Wilshire Investment Database (over 36,000 investment vehicles) plus, Wilshire interfaces directly with the client’s custodian to obtain and maintain the necessary data and information to produce actionable risk reporting.
The risk reporting service of Wilshire Compass Acuity provides insightful analysis at the total fund, asset class and manager levels easily digested by investment staff, CIOs/Treasurers, investment committees and board members alike. Wilshire Compass Acuity answers the “right questions” as it pertains to risk.