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 0.75% 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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  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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