Since its founding in 1972, Wilshire Associates has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology products. We have worked throughout our history to maintain our strong commitment to our clients and to retain our position of leadership in providing innovative ideas to the investment industry.

In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among the first to produce investment management tools for tasks such as creating index funds, optimizing portfolios, developing dedicated and immunized bond portfolios, and measuring performance. Two very familiar products in today’s investment community – the Wilshire 5000 Index, and the Trust Universe Comparison Service (TUCS) – were developed in our first decade.

In 1981, an investment consulting group was formed to address the needs of the plan sponsor community. We believe that fund sponsors need to shape their own investment strategies, and we provide the support and tools to do so. For twenty years, we have worked with some of the largest fund sponsors, providing comprehensive investment consulting to assist them in making informed decisions. Innovations like performance fees and style mapping in equity management grew out of our consulting work.

In the early 1980s, Wilshire began to develop investment products to meet institutional investor needs. Our experience and investment judgment, coupled with an analytical approach, enabled us to develop structured investment products in the public and private equity markets.

Wilshire’s international activities have grown in the last decade. Our Emerging Markets Institute in 1992 led clients to explore investment opportunities abroad. Our Analytics Division incorporated more global capabilities in their investment products at the same time. Today, Wilshire serves in excess of 600 organizations in more than 20 countries representing assets exceeding US $12.5 trillion.