Wilshire offers a range of model portfolios that target distinct investment objectives rooted in institutional best practices. Below are sample descriptions of the Wilshire Managed Portfolios. Please note that while the composition of the model portfolios may vary somewhat depending on how an advisor gains access to the models, Wilshire’s process and objectives remains consistent.
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. It’s a turnkey approach to making alternatives part of a financial advisor’s practice.
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Wilshire Global ETF Allocation Portfolios are five risk-based, strategic asset allocation portfolios investing exclusively in low cost Exchange Traded Funds. Wilshire uses its strategic asset allocation process to construct each portfolio, seeking to maximize the expected level of return at each risk level. Our objective is to maintain rigorous risk oversight by regularly updating our forward looking asset class risk, return and correlation assumptions.
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The Wilshire Credit Alternatives Portfolio is an actively managed, multi-strategy model portfolio investing in a diversified mix of high-quality alternative, hedge-fund-like mutual funds. This portfolio is created to target a 2%–4% annualized standard deviation and can be incorporated by advisors into established tactical asset allocation portfolios to help improve the risk–return tradeoff.
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The Wilshire Premier Allocation Portfolios are a series of risk based, multi asset class
portfolios featuring institutional caliber investment managers. Wilshire uses a sophisticated,
disciplined, and risk-focused process to determine the asset allocation policy, select the funds,
and monitor the portfolios on an ongoing basis. The series provides exposure to variety of asset
classes, investment styles, and managers including multi manager funds of Wilshire Mutual Funds,
Inc., which are used to enhance diversification and provide access to high conviction investment
managers selected by Wilshire’s Manager Research Group.
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» Download Wilshire Premier Allocation Tax Efficient Portfolios Fact Sheet
Wilshire Active Income Portfolios are a suite of actively managed, go-anywhere asset allocation model portfolios designed to offer a compelling income story. Each of the Wilshire Active Income Portfolios utilizes Wilshire’s active tactical asset allocation strategy overlaid across a range of fixed-income mutual funds.
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» Download Wilshire Active Tax Free Income Portfolio Fact Sheet
» Capital Gains
The Wilshire Investor Portfolios are five risk-managed strategic asset allocation models employing multiple mutual fund strategies. Available for as little as $10,000, the Wilshire Investor Portfolios offer smaller accounts access to high-quality investment managers across a wide range of asset classes and styles, with Wilshire’s risk management and oversight built in.
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The Wilshire Diversified Alternatives Portfolio is an actively managed, multi-strategy model portfolio investing in a diversified mix of high-quality alternative, hedge-fund-like mutual funds. This portfolio is created to target a 4%–6% annualized standard deviation and can be incorporated by advisors into established strategic asset allocation portfolios to help improve the risk–return tradeoff.
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This information is for information purposes only. This information represents the current opinion of the firm. Information herein which has been obtained from third parties are based on sources believed to be reliable. Wilshire Funds Management does not represent that such information it is accurate. Statistical data contained herein are as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is no guarantee of future results. Investing involves risk including loss of principal.
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