Knowledge Center

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

  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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  February 2017 Monthly Market Commentary

Domestic equity markets set multiple record highs in February, as the Wilshire 5000 Total Market IndexSM returned 3.72% and the S&P 500 Index returned 3.97%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 12.92, an increase from its January close of 11.99.

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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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  Investment Strategy Update, February 2017

Investment Strategy—Proceeding With Caution

U.S. equity markets rallied in the fourth quarter of 2016, on the heels of the surprise election of Donald Trump. Some aspects of the new administration’s policy agenda may foster higher economic and earnings growth (regulation and fiscal policy), while other aspects may prove to be prohibitive of growth (immigration and trade). Markets moved quickly to price-in the positive features of President Trump’s expected policy actions, with less attention to the potentially negative consequences. Recognizing that there remains significant uncertainty regarding actual policy implementation, our analysis continues to focus on the fundamentals of the macroeconomic landscape, while considering how such fundamentals may change in response to policy actions.

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  January 2017 Monthly Market Commentary

Domestic equity markets were positive in January, as the Wilshire 5000 Total Market IndexSM returned 1.78% and the S&P 500 Index returned 1.90%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.99, a decrease from its December close of 14.04.

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  Market Insights: Performance in Perspective—Headwinds for Multi-Asset Investors in 2016

With U.S. equities soaring to new highs and outpacing virtually every other asset class in 2016, many investors will find themselves looking at the statements of their investment accounts and asking, “Where is my fair share?” As practitioners in the investment advisory community, we all know and understand the long-term benefits of diversification, and we recognize the challenges in chasing performance. Recognizing that well-known and highly followed media outlets simply focus on the stock market and do not provide enough perspective into the performance of the global investment landscape, we would like to take the opportunity to provide our clients with a broad overview of the most important themes that impacted the performance of multi-asset portfolios in 2016.

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  Fourth Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 4.54% for the fourth quarter and 13.37% for 2016. This marks the Index’s fifth straight quarterly gain and, more remarkably, eighth straight annual gain. A portion of that “winning streak” is due to a rebound from the global financial crisis selloff. However, the market has continued to produce strong returns after the initial recovery, with a 14% annualized gain over the past four years. Following several rocky months to begin the year, U.S. equities trended upward for the rest of 2016. The fourth quarter benefited from strong economic growth and signs of confidence from the Federal Reserve.

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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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Register for Our Live Webinar

2017 Third Quarter Market Update
  • Presented by: Josh Emanuel, CIO, Wilshire Funds Management
  • Date: Wed., Oct. 18, 2017
  • Time: 1pm CDT