Wilshire’s business units include Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management, and Wilshire Private Markets.
The firm was founded in 1972, revolutionizing the industry by pioneering the application of investment analytics and research to investment management for the institutional marketplace. Wilshire also is credited with helping to develop the field of quantitative investment analysis that uses mathematical tools to analyze market risks. Wilshire developed the Wilshire 5000 Total Market IndexSM and became an early innovator in creating integrated asset/liability analysis/simulation models as well as practical models in risk budgeting through beta and active risk analysis. Wilshire has grown to a firm of about 300 employees serving the investment needs of institutional clients around the world.
Wilshire Funds Management, the global investment management business unit of Wilshire, is dedicated to helping our clients distinguish themselves in today’s highly competitive financial services industry. Wilshire Funds Management delivers Wilshire Managed Portfolios, which include models designed to provide a broad range of outcome-oriented investment portfolios for advisors to use with their clients. Our solutions leverage our firm’s 35 years of institutional consulting excellence. As a result, our clients gain access to market-tested investment strategies and programs that have a solid foundation in industry best practices.
Based in Santa Monica, California, Wilshire provides services to clients in more than 20 countries representing more than 500 organizations. With 10 offices on four continents, Wilshire and its affiliates are dedicated to providing clients with the highest quality counsel, products, and services. Wilshire is a registered service mark of Wilshire.
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This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice; nor is it a recommendation or solicitation to purchase or sell any security or to adopt any specific investment strategy. This material represents the current opinion of Wilshire and is subject to change without notice. Information herein which has been obtained from third parties is based on sources believed to be reliable. Wilshire Funds Management does not represent that such information is accurate. Statistical data contained herein is as of the dates noted and such information should not be relied on or be the basis for an investment decision. Past performance is not indicative of future results. Investing involves risk including loss of principal.