Discretionary
management
Trusted to make the right investment decisions on your behalf
Trusted to make the right investment decisions on your behalf
These can include identifying investment opportunities in public and private markets, structuring investment vehicles or delivering fully outsourced chief investment officer (OCIO) services.
Whatever your needs, you can rely on us to make the most of our deep quantitative and qualitative skills, proprietary risk models and data to help you invest for a better future.
We offer a range of solutions for defined benefit and defined contribution plan sponsors. Our ERISA 3(38) solutions include investment policy creation, investment screening and selection, monitoring and reporting.
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Our outsourced chief investment officer solutions help you tackle complex investment challenges by leveraging Wilshire's expertise, technology and infrastructure.
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We offer a wide range of discretionary and advisory private markets solutions across the private equity, private debt and real asset sectors. Our extensive experience and skills enable us to identify suitable private markets investments that help you diversify your portfolio and potentially achieve higher long-term returns.
We offer focused investment solutions for financial advisors seeking to draw on Wilshire’s extensive investment experience. Solutions are designed around various criteria including diversified asset allocation, liquid alternatives, ETFs, fixed income and investment size.
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We offer solutions customized to your specific objectives, underlying assets and managers. These include fund-of-funds, specialized vehicle structures, Wilshire's mutual funds and portfolios and customized separate accounts.
Our turnkey, alternative managed account platform offers transparency, liquidity, daily investment guideline monitoring, performance estimates and risk reporting.
Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.
Our clients rely on us to improve investment outcomes for a better future.