Funds Management

WFM Non-Discretionary

As a non-discretionary consultant to investment programs sponsored by financial institutions, Wilshire Funds Management provides non-binding investment manager and investment portfolio recommendations to the adviser of the investment platforms. The programs include multi-manager mutual funds and separate account investment pools. In these types of engagements, Wilshire is hired as an independent third party responsible for making non-binding recommendations to the investment firm regarding strategic asset allocation portfolios, investment manager search (both mutual fund and separate account) by asset class, and investment structure to implement the strategic asset allocation portfolios.

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