News

Commentaries, white papers, and news items are listed here as they become available. To view and sort by date or category, please visit the Wilshire Advisor Solutions Knowledge Center. For media inquiries pertaining to Wilshire Associates, please contact our corporate headquarters at 1-310-451-3051.

Wednesday, September 13, 2017

» Wilshire Liquid Alternative Index Gains 0.38% in August
Alternatives, News/Press Releases

SANTA MONICA, CA, SEPTEMBER 12, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.38% in August, outperforming the 0.29% 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.

Thursday, August 3, 2017

» Investment Strategy Update, July 2017
Alternatives, Commentary

Investment Strategy—Positioning for Relative Opportunities

Global equity markets continued to climb higher in the first half of 2017 as earnings recovered, and momentum and positive sentiment helped markets shrug off concerns regarding the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy. We expressed our concern in our last letter that there remains significant uncertainty regarding actual policy implementation, noting that our analysis continues to focus on the fundamentals of the macroeconomic landscape, while considering how such fundamentals may change in response to policy actions. As a result, last quarter we shifted portfolios away from a value-bias to a neutral style posture while also favoring Non-U.S. equity exposure, with the goal of reducing the cyclical sensitivity of our portfolios while also seeking to benefit from cheaper valuations abroad, which we also expected to benefit from the tailwinds of a weaker U.S. dollar.

Tuesday, July 11, 2017

» Wilshire Liquid Alternative Index Falls -0.02% in June
Alternatives, News/Press Releases

SANTA MONICA, CA, JULY 11, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -0.02% in June, slightly underperforming the 0.03% 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.

Friday, June 16, 2017

» Wilshire Liquid Alternative Index Gains 0.34% in May
Alternatives, News/Press Releases

SANTA MONICA, CA, JUNE 13, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.34% in May, outperforming the 0.24% 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.

Wednesday, May 10, 2017

» Wilshire Liquid Alternative Index Gains 0.34% in April
Alternatives, White Papers, News/Press Releases

SANTA MONICA, CA, MAY 10, 2017—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.34% in April, underperforming the 0.42% 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.

Friday, March 10, 2017

» Wilshire Liquid Alternative Index Gains 0.75% in February
Alternatives, White Papers, News/Press Releases

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.

Tuesday, February 21, 2017

» Wilshire Liquid Alternative Index Gains 0.59% in January
Alternatives, White Papers, News/Press Releases

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.

Tuesday, December 13, 2016

» Wilshire Liquid Alternative Index Gains 0.08% in November
Alternatives, White Papers, News/Press Releases

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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