Accurately benchmark your investments
Our global solution provides GIPS-compliant, multi-currency performance measurement to give you deeper insight into risk and performance drivers, enabling a more holistic approach to managing risk.
Tailor performance classifications to match your portfolios
Determine rates of return daily and historically, with trailing three-, five-and 10-year returns
Work out composite or segmental returns for more detailed portfolio analysis
Measure portfolio returns against multiple benchmarks to further assess performance
The proprietary solution covers a range of security types including equities, Treasuries, corporate bonds, mortgage-backed securities, currency forward contracts and an extensive range of derivative products.
Access the tools via a flexible and customizable user interface that offers:
Views of portfolio or composite performance and characteristics down to security level
Ad hoc data query and flexible report writing that allows tailored reporting
Detailed information including manager transaction histories and portfolio holdings
Extensive audit trail information to review both modified and reversed trade history
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.