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Keep on top of developments at Wilshire

Wilshire is a global provider of market-leading indexes, advanced analytics and alternative and multi-asset investment solutions that combine innovative technologies with time-tested quantitative and
qualitative insights.

Press releases

Wednesday, March 15, 2023

Wilshire Liquid Alternative Index℠ returns -0.96% in February

The index underperformed a -0.47% monthly return for the HFRX Global Hedge Fund Index

Tuesday, March 7, 2023

U.S. Corporate Pension Plans Funding Status - Feb

Wilshire Estimates One Percentage Point Increase in Aggregate Funded Ratio for U.S. Corporate Pension Plans in February to Over 100%

Wednesday, February 22, 2023

Wilshire Liquid Alternative Index Returns 2.08% in January

The Wilshire Liquid Alternative Index℠, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 2.08% in January, outperforming a 1.67% monthly return for the HFRX Global Hedge Fund Index.

Thursday, February 16, 2023

Wilshire Trust Universe Comparison Service® Reports Only Positive Quarter of 2022 With 5.59% Return

Most Asset Classes Positive for Quarter

Monday, January 30, 2023

Wilshire and Digital Asset Research add 86 More Digital Assets to Sector Classification System

The Digital Asset Taxonomy System now classifies 1,471 assets, the broadest coverage on the market

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Fast facts

Founded

in Santa Monica, California in 1972

9 global locations

Santa Monica, Amsterdam, Chicago, Denver, Hong Kong, Jersey City, London, Pittsburgh, and Suzhou

300+

employees

500+

institutional investors, financial advisors and intermediaries clients globally

$1.3tn

assets under advisement (includes AUM)

$83bn

assets under management

Videos

Offer to new recruits

Proposed Dept. of Labor Rule Change on ESG Investing: What Does It Mean for Fiduciaries?

In this video, another in our educational ESG series, learn more from an ERISA/employee benefits expert about the U.S. Department of Labor's proposed rule change that eases the way for fiduciaries to consider ESG factors when investing for defined contribution plans.

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Opportunities

Wilshire looking to the future

CEO Mark Makepeace explains how Wilshire is adapting to help clients make the most of new investment opportunities.

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Opportunities

Wilshire's spirit of innovation

CEO Mark Makepeace explains how Wilshire's roots in investment science continues to inform its approach today.

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Opportunities

What investors want today

CEO Mark Makepeace explains why investors are exploring new opportunities in the market.

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We’re here to help

Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

You can count on our team of experts to help improve investment outcomes for a better future.

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