Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.
Wilshire produces insightful, independent research focused on addressing the investment challenges and opportunities facing our clients.
Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.
Wilshire's mission is to deliver better investment solutions that deliver impact and value for our clients.
As the world’s leading data, analytics and investment solutions provider we improve outcomes for investors globally.
Since its founding in 1972, Wilshire has evolved from an investment technology firm into a global advisory company specializing in investment products, consulting services, and technology solutions. We have worked throughout our history to maintain a strong commitment to our clients and to retain a position of leadership in providing innovative ideas to the investment industry.
Wilshire was an early innovator of the integrated asset/liability modeling technique, as well as risk management and portfolio optimization models. These models help plan sponsors and institutional investors arrive at optimal portfolios based on their specific needs. We also produce investment management tools designed to create index funds, optimize portfolios, develop dedicated and immunized bond portfolios, and measure performance. The Wilshire 5000 Total Market IndexSM, and the Wilshire Trust Universe Comparison Service® (Wilshire TUCS®) — two very familiar products in today's investment community — were developed in our first decade.
In 1981, Wilshire Consulting was established to provide the fund sponsor community with customized consulting solutions designed to enhance every stage of the investment decision-making process. For over 35 years, Wilshire Consulting has served many of the world’s largest asset owners and taken great pride for its innovations in the areas of performance fees and style mapping in equity management. These capabilities, combined with an established infrastructure and industry-leading technology, have helped Wilshire Consulting effectively deliver full discretionary advisory services or Outsourced Chief Investment Officer (OCIO) Solutions to institutional investors seeking economies of scale for the ultimate benefit of their constituents. As of 3/31/21, Wilshire Consulting has over $1 trillion in assets under advisement, of which over $11 billion is discretionary assets under management.
In the mid-1990s, Wilshire launched its first Private Equity fund of funds, meeting institutional investors' growing appetite for alternative investments. As of 3/31/21, Wilshire Private Markets has over $23 billion in assets under advisement and serves more than 100 investors around the world with private equity solutions.
In 2005, Wilshire began leveraging its strong institutional brand by developing investment solutions for the retail market. Wilshire Funds Management (WFM) works with financial intermediaries to create customized investment solutions for a wide variety of retail distribution channels. As of 3/31/21, WFM has over $229 billion in assets under advisement, serving more than 60 leading financial intermediaries.
Open Letter from Mark Makepeace, CEO of Wilshire,
and Jason Schwarz,
President & COO of Wilshire
Wilshire is supported by a global network of offices in the US, Europe, and the Asia Pacific.
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Our employees model our company values. We firmly believe that our employees drive the success of the company.