Knowledge Center

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

Fourth Quarter 2018 Market Commentary

This marks the worst quarter for U.S. equities since 2011 and the first down year since the credit crisis sell-off of 2008. The Index had been down by double digits for the year in late December before gaining nearly 7% during the final few trading days. Concerns of an economic slowdown weighed on stock prices, as did fears that additional rate increases by the Federal Reserve could weaken future prospects for economic growth.

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  Wilshire Liquid Alternative Index Falls -0.10% in November 2018

SANTA MONICA, CA, DECEMBER 12, 2018—The Wilshire Liquid Alternative Index returned -0.10% in November, outperforming the -0.62% 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 Index.

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  Wilshire Liquid Alternative Index Falls -2.07% in October 2018

SANTA MONICA, CA, NOVEMBER 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -2.07% in October, largely underperforming the 1.04% 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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  Staying Focused on Long-Term Investment Goals: The Institutional Approach

November 2018: Wilshire Funds Management annually examines the investment returns and relative performance of retail investors as compared to their institutional investor counterparts. 

This paper reviews trends within retail investing in an effort to better understand certain dynamics that drive investor decision making. We will also examine the institutional approach to investment management, with the goal of identifying investment characteristics retail investors might consider adopting.

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  Investment Strategy Update, November 2018

Positioning for Volatility: Global investor sentiment began to moderate during the third quarter of 2018, particularly in the U.S., as growth equities rallied on strong earnings expectations and positive economic momentum supported demand for risk assets. Concerns about strong economic growth and inflationary pressures fueled a surge in bond yields late in the quarter, weighing on the rally for momentum stocks witnessed for most of the year and resulting in a meaningful correction in October. Enthusiasm about the new U.S. administration’s execution on tax reform and the immediate impact on the economy and corporate earnings continues to be clouded by concerns about trade policy.

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 Webinar Replay Now Available

2018 Year In Review + 2019 Market Outlook