Knowledge Center

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

  Wilshire Liquid Alternative Index Falls -2.07% in October 2018

SANTA MONICA, CA, NOVEMBER 13, 2018—The Wilshire Liquid Alternative IndexSM, which provides a representative baseline for how the broad liquid alternative investment category performs, returned -2.07% in October, largely underperforming the 1.04% 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.

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  Staying Focused on Long-Term Investment Goals: The Institutional Approach

November 2018: Wilshire Funds Management annually examines the investment returns and relative performance of retail investors as compared to their institutional investor counterparts. 

This paper reviews trends within retail investing in an effort to better understand certain dynamics that drive investor decision making. We will also examine the institutional approach to investment management, with the goal of identifying investment characteristics retail investors might consider adopting.

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  Investment Strategy Update, November 2018

Positioning for Volatility: Global investor sentiment began to moderate during the third quarter of 2018, particularly in the U.S., as growth equities rallied on strong earnings expectations and positive economic momentum supported demand for risk assets. Concerns about strong economic growth and inflationary pressures fueled a surge in bond yields late in the quarter, weighing on the rally for momentum stocks witnessed for most of the year and resulting in a meaningful correction in October. Enthusiasm about the new U.S. administration’s execution on tax reform and the immediate impact on the economy and corporate earnings continues to be clouded by concerns about trade policy.

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  Market Insights: We Have Been Expecting Volatility—This is How We Have Been Preparing for It

In response to recent volatility in global securities markets, we are writing to provide you with our perspective and keep you apprised of our outlook and current positioning in this environment. Although this type of market volatility feels unusual and concerning, it’s important to remind investors that we’ve been here before—as recent as February of this year, and as often as 7 of the past 10 years (2016, 2015, 2011, 2010, 2009, 2008). 

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  Wilshire Liquid Alternative Index Gains 0.13% in September

SANTA MONICA, Calif., October 11, 2018 – The Wilshire Liquid Alternative Index, which provides a representative baseline for how the broad liquid alternative investment category performs, returned 0.13% in September, outperforming the -0.69% 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 Index.

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Third Quarter 2018 Market Commentary

The third quarter began with very strong corporate earnings reports and the vast majority of public companies beating consensus earnings estimates. Operating earnings on S&P 500 companies were up 8% during the first quarter of 2018 and showed 6% growth during the second quarter. Economic data continues to be strong, including the largest increase in real GDP in four years at 4.2%.

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Q3 Market Update Webinar Replay

October 25, 2018