A well-defined marketing strategy requires knowing the competition. The Wilshire Mentor delivers the competition by providing sophisticated analytic information on over 10,000 investment products. The Wilshire Mentor assists investment managers in a variety of tasks:

• Utilize Wilshire’s expertise in risk measurement, style analysis and performance attribution to gain competitive advantage and effectively target prospects.
• Create customized professional presentations designed to highlight results and illustrate decision-making through sophisticated graphics.
• Improve client service reporting by providing all the necessary resources to communicate your investment process and results clearly and accurately.
• Simplify the labor-intensive task of updating custom reports through The Wilshire Mentor’s automated report generator.

The Wilshire Mentor provides an easy-to-use platform, unmatched in its ability to create sophisticated marketing presentations, analyze competitors and service existing clients.

The Wilshire Mentor is part of the Wilshire Quantum Series.