Investment Consulting

Investment Technology

Wilshire is widely recognized as a leading provider of analytical solutions to the investment industry. We’re well known among institutional investors for our ability to transform complex theory into practical applications. Today, Wilshire provides technology tools to hundreds of institutions worldwide.

Wilshire's proprietary products include:

Wilshire Quantum SeriesSM: Wilshire's family of investment technology software components providing performance measurement, performance attribution, risk management, portfolio optimization and trade order management for multi-currency portfolios. Today, Wilshire provides technology tools to hundreds of institutions worldwide.

Wilshire AbacusSM: A comprehensive multi-currency performance measurement system based on GIPS-approved calculation methodologies. Wilshire Abacus supports the full range of investment instruments. Based on its flexible underlying architecture, Wilshire Abacus can be modified easily to support new instruments. 

Wilshire AtlasSM: An integrated collection of tools to manage and analyze global equity portfolios for both active and passive strategies. Wilshire Atlas has a large historical database of pricing and fundamentals for over 75,000 U. S. and international securities. This provides a foundation for daily performance attribution, risk analysis, portfolio construction, and optimization. 

Wilshire AxiomSM: A complete set of applications for managing risk, enhancing returns and analyzing the impact of portfolio construction on risk and return in global fixed income portfolios. Wilshire Axiom allows users to analyze portfolio risk and performance in a multi-factor risk model framework. 

Wilshire iQuantumSM: An integrated performance measurement, performance attribution and risk management solution for multi-currency, multi-asset class portfolios. Wilshire iQuantum is built on the foundation of more than three decades of Wilshire's sophisticated analytical models to provide the most robust attribution and risk analytics in the investment industry.

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