Peer analysis

Benchmark your performance

To gauge market performance, spot shifts in allocation trends and identify risk exposure across peer groups and relative to benchmarks,
you need to understand where investments flow.

Our peer universe solutions aim to provide insight and performance evaluation via benchmarks based on investible assets. Developed from anonymized submissions from custodians and institutional consultants globally, they give you the valuable insight you need to advise clients on future strategies.

Wilshire Trust Universe Comparison Service® Wilshire (TUCS®)

Wilshire TUCS is a collaboration between Wilshire and custodial organizations who submit performance data and asset positions that we collate into universes of institutionally invested and managed tax-exempt portfolios. It provides comprehensive information on the effects of risk, allocation and style and is widely used as a performance benchmark for US institutional assets.

Wilshire Cooperative

Wilshire Cooperative is a collaboration between Wilshire and more than 30 independent investment consulting firms. It provides reporting and analytical services to plan sponsor clients, such as performance measurement, holdings-based style analysis and peer group comparisons.

We’re here to help

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.

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