Wilshire / Analytics

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Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.
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Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.

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Analytics

Analytics

Wilshire Analytics is the technology foundation of Wilshire Associates. In 1972, the founder and current Chief Executive Officer of Wilshire applied then-new computing technology to investment concepts and helped revolutionize the industry. Today, Wilshire Analytics provides investment firms worldwide with multi-asset class solutions for analytics, attribution, risk management, performance, GIPS® reporting, total fund reporting, style and peer universe comparisons.

The cornerstone of Wilshire's solutions-based approach is a strong commitment to research in the theory and practice of investment management. This approach, combined with a robust risk management philosophy, enables our clients to put into practice leading edge implementations of modern quantitative finance. For nearly forty years, our clients have trusted Wilshire to lead the institutional investment community by transforming complex theory into practical applications.

Wilshire continues to earn a leadership position in the industry by consistently delivering innovative investment research and services to the institutional market. Our timeline exhibits the many accomplishments that Wilshire Analytics has developed on behalf of its clients.

The 1970s - Early Innovation

Wilshire Analytics
Wilshire 5000 Total Market Index^SM
Equity and Fixed Income Risk Models
Integrated Asset / Liability Modeling
Equity Style Indexes
Equity and Fixed Income Portfolio Optimization
Wilshire Trust Universe Comparison Service (Wilshire TUCS®)

The 1980s - Continued Innovation

Performance Attribution Models
Holdings-Based Style Measurement Model
Wilshire New York Office

The 1990s - Globalization

Canadian Trust Universe Comparison Service
Wilshire Cooperative Universe Service^SM
Wilshire London Office
Global Equity and Fixed Income Risk and Attribution Models

The 2000s - Investing for Clients in the New Millennium

Risk Budgeting Platform
Wilshire iQuantum Total Fund Analytics
Alternatives Platform
Risk Management Consulting
iQComposite for GIPS® Compliance

For more information, contact analytics@wilshire.com or call 310.260.7201.

* CEB TowerGroup ‘Best in Class’ designation methodology, Portfolio Modeling & Risk Analytics: Technology Analysis, 2013: CEB TowerGroup rates vendors in 4 categories. Ratings are determined by evaluating 20 attributes, on a scale of 1-5, as determined by their primary Research and comparative analysis of vendor systems. CEB TowerGroup Takes an average of the scores, weighted by importance. ‘Best-in-Class’ solutions are those that score within the top 25% of each category.