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, November 8, 2017

» Investment Strategy Update, October 2017
Alternatives, Commentary

Staying the Course: Global equity markets and risky assets alike have surged higher year-to-date in 2017 as earnings recovered, realized and implied market volatility tumbled to near-historic lows, and momentum and positive sentiment continue to propel valuations higher. Markets are once again pricing some additional enthusiasm about the new U.S. administration’s ability to execute on its policy agenda of lighter regulation and looser fiscal policy, however there remains significant uncertainty regarding actual policy implementation. Therefore, our analysis continues to focus on the fundamentals of the macroeconomic landscape while considering how such fundamentals may change in response to policy actions. ...

Thursday, August 3, 2017

» Investment Strategy Update, July 2017
Alternatives, Commentary

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. ...

Thursday, June 2, 2016

» Translating Institutional Expertise into Individual Investor Solutions: Enhancing Portfolio Solutions with Alternative Investment Strategies
Alternatives, White Papers, Diversification, White Papers

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.

Wednesday, June 10, 2015

» Diversified Liquid Alternative Solutions
Alternatives, Video

Until recently, alternative investments were typically only available to institutions and ultra-high net worth individuals because of high investment minimums and stringent investor qualifications. Post 2008, however, we have witnessed a meaningful increase in alternative investment product offerings in the open-end mutual fund universe.

Thursday, March 5, 2015

» Wilshire Total Allocation Portfolios Video Presentation
Alternatives, Video, Diversification, Video, Practice Management, Video

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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