Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Wilshire Liquid Alternative Index Gains 0.38% in August

SANTA MONICA, CA, SEPTEMBER 12, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.38% in August, outperforming the 0.29% monthly return of the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Investment Strategy Update, July 2017

Investment Strategy—Positioning for Relative Opportunities

Global equity markets continued to climb higher in the first half of 2017 as earnings recovered, and momentum and positive sentiment helped markets shrug off concerns regarding the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy. We expressed our concern in our last letter that there remains significant uncertainty regarding actual policy implementation, noting that our analysis continues to focus on the fundamentals of the macroeconomic landscape, while considering how such fundamentals may change in response to policy actions. As a result, last quarter we shifted portfolios away from a value-bias to a neutral style posture while also favoring Non-U.S. equity exposure, with the goal of reducing the cyclical sensitivity of our portfolios while also seeking to benefit from cheaper valuations abroad, which we also expected to benefit from the tailwinds of a weaker U.S. dollar.

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  Wilshire Liquid Alternative Index Falls -0.02% in June

SANTA MONICA, CA, JULY 11, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.02% in June, slightly underperforming the 0.03% return of the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Wilshire Liquid Alternative Index Gains 0.34% in May

SANTA MONICA, CA, JUNE 13, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.34% in May, outperforming the 0.24% monthly return of the HFRX Global Hedge Fund Index.The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Wilshire Liquid Alternative Index Gains 0.34% in April

SANTA MONICA, CA, MAY 10, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.34% in April, underperforming the 0.42% monthly return of the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Successful Investing Requires Discipline: The Value of Diversification

History shows us that no one asset class has remained the top or bottom performer for long. Trying to time the market and pick the best performers is a risky strategy. Diversifying across a wide range of asset classes enables investors to spread their risk and potentially increase returns, helping smooth what might otherwise be a bumpy ride.

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  Wilshire Liquid Alternative Index Gains 0.75% in February

SANTA MONICA, CA, MARCH 10, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.75% in February, underperforming the 1.12% monthly return for the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Wilshire Liquid Alternative Index Gains 0.59% in January

SANTA MONICA, CA, FEBRUARY 9, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.59% in January, outperforming the 0.50% monthly return for the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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  Wilshire Liquid Alternative Index Gains 0.08% in November

SANTA MONICA, CA, DECEMBER 9, 2016—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.08% in November, underperforming the 0.87% monthly return for the HFRX Global Hedge Fund Index. The Wilshire Liquid Alternative Multi-Strategy IndexSM, which includes both single and multi-manager funds, returned 0.15% in November. The Wilshire Liquid Alternative Index family is a joint offering between Wilshire Funds Management, the global investment management business unit of Wilshire Associates Incorporated, and Wilshire Analytics, creator of the Wilshire 5000 Total Market IndexSM.

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Replay Coming Soon

2017 Third Quarter Market Update
  • Presented by: Josh Emanuel, CIO, Wilshire Funds Management
  • Date: Wed., Oct. 18, 2017