Wilshire Consulting’s Research Group is comprised of our Asset Allocation Group and Investment Research Group. The Asset Allocation Group focuses on developing and maintaining Wilshire’s proprietary asset / liability models, while the Investment Research Group performs in depth analysis of all aspects of an institutional investment program, including, for example, capital and alternative market research, investment structure research and industry analysis.
Under a single research platform, the merging of our Asset Allocation Group and Investment Research Group ensures the collaboration of distinct, yet complimentary areas of Wilshire's consulting focus. This uniform structure maximizes the research input of Wilshire's lead actuary, who is critical in assisting on research issues pertaining both directly and indirectly to asset allocation issues.
The Investment Research Group generates research reports for Wilshire clients in the following four major category types:
We believe we have one of the deepest investment research capabilities amongst our peers, as we have always maintained a dedicated capital markets and actuarial research effort. We have only broadened this research effort in recent years in recognition of the many more investment opportunities and decisions facing our plan sponsor clients given the increased breadth of strategies and asset classes.
While many research topics are the direct result of client feedback and discussion, Wilshire Consulting's Research Group routinely pursues interesting ideas to enable Wilshire to remain a thought leader in the industry. We find that the combination of independent research, coupled with client-driven advocacy through consultant involvement in the research process, ensures an end product that is focused on relevant challenges facing Wilshire's consulting clients.
Wilshire Consulting formally holds a client seminar once a year. Money managers are not invited to attend or sponsor this conference. During this seminar we hold sessions outlining our research findings on contemporary topics of interest, workshops, which include plan sponsor involvement and updates on topics that evolve over a period of time. Wilshire's seminars are conducted entirely by our consultants. Every consultant participates by providing research on important and relevant investment topics. Wilshire believes this approach requires our consultants to remain "on top of changing events" in the marketplace.