Knowledge Center

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

Market Insights: Brexit—Cooler Heads Typically Prevail

As you are likely aware, the U.K. voted on Thursday to leave the European Union, which is sending ripples through global markets. This is symptomatic of the growing anti-establishment movement that is becoming more of a global issue. The initial global reaction appears very negative (particularly in foreign equities), as this was clearly not expected, and therefore it was not priced into markets.

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  May 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in May, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both returned 1.80%. Market volatility decreased in May, with the CBOE Volatility Index (VIX) ending the month at 13.94, down from 15.70 at the end of April. Performance across GICS sectors was mixed for the month, with the Information Technology and Health Care sectors leading the group, returning 5.44% and 2.51%, respectively. In a reversal from last month, Energy was the worst performing sector in May, falling -0.74%.

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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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Investment Strategy Update, April 2016

It’s been a tumultuous start to 2016, as the actions of global central bankers and comments by political leaders of oil producing nations have fueled dramatic price swings across all assets and markets. Uncertainty continues to plague markets as investors have been rattled by a collapse in commodity prices, signs of stress in the global economy, a deteriorating earnings growth outlook, heightened geopolitical risk, and the questionable direction of monetary policy.

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Wilshire Launches Wealth Management Platform

SANTA MONICA, CA, APRIL 18, 2016—Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading financial solutions provider Vestmark.

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