Investing for a better future
As a signatory to the UN-supported Principles for Responsible Investment (PRI) and co-founder of the Investment Consultants Sustainability Working Group–US (ICSWG-US), we are dedicated to helping you navigate a quickly evolving landscape to achieve your ESG objectives – by providing a range of solutions and tools including discretionary and advisory services, turnkey and tailored investment options and our research and analytics.
Whether through our Diverse-Owned Manager Initiative designed to improve access to capital and assets invested, or environmental research that aims to align passive investing with Paris climate goals, we help investors worldwide make better informed decisions when considering an ESG approach that aligns to their investment objectives and values.
Stewardship best practices
Carbon analytics and scenarios
Impact themes and UN Sustainable Development Goals (SDG)
Screening and exclusions
Manager due diligence
ESG/impact strategy: recommended ‘buy’ list
ESG attribution analysis
Customizable structuring solutions with range of approaches:
Became a signatory to the UN-supported Principles for Responsible Investment (PRI)
Launched Diverse-Owned Manager Initiative baseline study and industry poll
Established Wilshire ESG policy and firm-wide ESG & Diversity Committee
Received William and Flora Hewlett Foundation 2021 Climate Initiative grant to align passive asset management with Paris climate goals
Launched portfolio analytics to help clients see ESG contributions to risk and performance
Launched ESG model portfolio
Supported women-owned Hypatia Capital’s creation of the Hypatia Women Hedge Fund Index to measure performance of women-managed hedge funds
Co-founded 14-member US investment consultant consortium, representing $33tn in assets under advisement, to advance sustainable investing.
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.