Knowledge Center

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

  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 -1.03% In September

SANTA MONICA, CA, OCTOBER 13, 2015—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -1.03% in September, according to Wilshire Funds Management (“WFM”), the global investment management business unit of Wilshire Associates.

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Recent Articles
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Recent Articles
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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