Knowledge Center

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

  Translating Institutional Expertise into Individual Investor Solutions: Enhancing Portfolio Solutions with Alternative Investment Strategies

Diversification has long been the mantra of advisors to individual and institutional investors alike. Yet, to the dismay of modern portfolio theory practitioners, finding sources of diversification has become increasingly challenging. This paper is intended to provide clarity to those who may have limited knowledge of the topic and to offer an overview of Wilshire Funds Management’s approach to employing these funds in portfolio solutions.

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  Successful Investing Requires Discipline: The Importance 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 Best Practices: Keep Your Risk in Check—The Value of Routine Rebalances

Key components of successful long-term investing include setting a risk-appropriate, diversified asset allocation policy, resisting the temptation to look at your balance every day, and not chasing performance. Many investors may start with the right mix of stocks and bonds, but will fail to monitor and manage their exposures over time.

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  Navigating Interest Rate Movements within a Globally Diversified Portfolio (pdf)

Since the financial crisis of 2008, investors’ priorities have significantly shifted from accumulating wealth to preserving the capital that remained after the market downturn. Heightened levels of volatility have irrefutably drawn investors to bonds, with U.S. Treasuries serving as the safe-haven asset into which investors across the globe have flocked in periods of uncertainty and severe left-tail predictions.

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