Wilshire Investment Consulting Services help fund sponsors develop and implement sound investment policies. Experienced consultants guide clients through the entire investment process.

Performance Measurement

Wilshire has broad experience providing performance measurement services to fund sponsors. Using a total fund approach, our performance measurement services include risk analytics, performance attribution, return calculations and portfolio characteristics.

Wilshire prides itself on providing clients comprehensive, customized performance reports with expert interpretation by our consulting professionals.

Asset Allocation

Wilshire Associates is an asset allocation pioneer, having created the first asset-liability model for defined benefit plans in 1974. We have performed thousands of asset allocation studies for clients.

Wilshire consultants customize asset allocation models to the specific requirements of clients to help them determine the optimal asset allocation.

Manager Selection

Providing our clients meaningful information about investment managers is central to Wilshire's consulting services. Wilshire collects manager information on over 4,900 investment products. To track institutional money managers, we employ both experienced manager research professionals and state-of-the-art technology.

Institutional money managers can access current searches that Wilshire is conducting on behalf of our investment consulting clients by clicking on the Manager Selection icon above.

Investment Structure

To develop an investment structure, we focus on equity style, bond risk management, the level of active versus passive management, and optimization of the investment manager team.

We use Wilshire's advanced risk models, including the Wilshire Atlas for global equities, the Wilshire Axiom for global fixed income products, and the Wilshire Compass manager database. Our proprietary databases cover the full spectrum of domestic and global instruments totaling over one million securities.

Research and New Ideas

Wilshire believes that one of our most vital roles is to provide our clients information and education on matters affecting their responsibilities as fund sponsors.

Wilshire conducts regular capital markets research on topics of general interest and special client studies to meet specific client needs. Our Annual Asset Allocation report is the basis for all asset allocation work done for consulting clients throughout the year. We also hold an annual consulting seminar for clients and offer customized workshops.