The Wilshire Compass is a PC-based fund management and consulting tool which combines Wilshire’s comprehensive databases with sophisticated investment technology developed at Wilshire over the past 25 years. Compass is unique in that it provides users with the tools necessary to address all aspects of a disciplined investment process in one complete system, including:
- Formulate investment policy and implement strategies
- Monitor and evaluate class and total fund performance and risk
- Develop asset allocation and rebalancing recommendations
- Select and evaluate investment managers
- Analyze and optimize manager teams
All Compass analytics can be tailored to fit the user’s individual investment process. The product is supported by experienced investment professionals who provide user training and consultative support at a level not available with any other investment technology product.