Knowledge Center

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

  Wilshire Total Allocation Portfolios Video Presentation

The Wilshire Total Allocation Portfolios take alternative investing to the next logical step—creating six risk-based strategic models that combine long only asset classes (stocks and bonds) with alternatives. The Wilshire Total Allocation Portfolios give financial advisors the tools necessary to confidently invest client assets in alternatives while maintaining the client’s established asset allocation strategy.

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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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January 2015 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in January, as the Wilshire 5000 Total Market IndexSM returned -2.77% and the S&P 500 Index returned -3.00%. Market volatility increased in January, with the CBOE Volatility Index (VIX) ending the month at 20.97.

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2014 Year End Review and 2015 Outlook

At the end of 2013, the Federal Reserve announced plans to taper its bond-buying program, a decision based largely upon positive economic data and steadily improving employment figures. Throughout 2014, the U.S. economy continued to gain momentum and the Federal Reserve incrementally reduced its asset purchases by $10 billion at each Federal Open Market Committee meeting.

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Fourth Quarter 2014 Market Commentary

Economic Highlights: Real GDP posted a second strong quarter during the third quarter of 2014, expanding at an annual rate of 5.0% after being up 4.6% during Q2. Growth during the past 12 months stands at a respectable 2.7%. All of the major components of GDP (consumer, business, government) were up for the quarter.

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