Accurately benchmark your investments

To complement our equity and fixed income solutions, we offer performance measurement analytics to support portfolio managers, mutual funds, insurance companies, pension funds and other financial advisors and intermediaries in their portfolio analysis.

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.

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Tailor performance classifications to match your portfolios

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Determine rates of return daily and historically, with trailing three-, five-and 10-year returns

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Work out composite or segmental returns for more detailed portfolio analysis

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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:

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Views of portfolio or composite performance and characteristics down to security level

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Ad hoc data query and flexible report writing that allows tailored reporting

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Detailed information including manager transaction histories and portfolio holdings

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Extensive audit trail information to review both modified and reversed trade history

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.

Contact us