Risk management is the basis of Wilshire’s consulting philosophy. For over 30 years, we’ve worked with clients to identify those risks that will not be systematically rewarded, including equity style and size biases and fixed income interest rate bets. We then implement structures to help minimize or eliminate those risks.
As a thought leader in developing risk budgeting tools, we rely on powerful proprietary analytics to implement risk budgeting and risk management at a granular, holdings-based level.
Wilshire was an early innovator in providing factor-based, multi-asset risk management systems to the institutional marketplace in 2000. Since that time, we’ve continued to develop state-of-the art risk management technologies and conceptual frameworks that support a disciplined investment process for plan sponsors.
Our analytics include:
Wilshire iQuantumSM is an integrated performance measurement, performance attribution and risk management solution for multi-currency, multi-asset class portfolios. It 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. Wilshire iQuantum assists firms with portfolio analysis, management and reporting.
Wilshire Compass is a Windows-based analytical tools application that helps clients evaluate managers, investment structures and asset allocations. It also provides access to Wilshire’s comprehensive databases and research.