Wilshire Associates conducts a disciplined manager research and evaluation process to support its Investment Consulting and Funds Management services. The goal of the process is to thoroughly cover the universe of investment managers in public asset classes, to perform in-depth analysis of a firm's investment capabilities and to narrow the universe to a group of highly rated products.
Wilshire places great emphasis on the assessment of qualitative variables when evaluating investment managers and their respective products. Our manager selection process is forward-looking with predominant weighting given to qualitative factors we believe are supportive of manager out-performance.
In addition to Wilshire's Odyssey Group, which is responsible for the collection of data from managers, the Manager Research Group at Wilshire includes investment professionals exclusively dedicated to qualitative manager due diligence. Wilshire investment consultants are woven into the research process through participation in product committees responsible for qualitative oversight of the research process and for final rankings of investment products.