Our asset allocation process leverages the consensus expectations of large institutional investors. From there, based on short- to medium-term views, our Investment Strategy Committee can dynamically tilt portfolios to take advantage of changing market conditions.
Asset class views are based on a multi-dimensional framework.
We recognize that markets are constantly shifting, and we have the agility and expertise to adapt our solutions to address these changes.
Manager research is central to everything we do. The approximately 75 professionals that contribute to Wilshire’s manager research efforts are tasked with finding the best strategies across the asset class spectrum. We employ a rigorous and proprietary search and selection process that includes active and passive implementations and alternative strategies.
Our goal is to narrow the field of managers and identify those that have the potential to produce alpha consistently over the long term.
We are continually tracking, collecting, and adding to our proprietary database of over 42,000 investment products. This includes separate accounts, mutual funds, alternative products, collective investment trusts, ETFs, and indices.
Our manager research analysts hold over 1,400 manager meetings annually on average, enabling us to regularly refresh our information and insights based on first-hand knowledge of investment managers, their products, and processes.
Technology is critical to analyzing today’s investment landscape. We utilize proprietary analytic tools that enable us to review large quantities of complex data. This leads to a highly informed view of markets, managers, and risk.
Building a multi-manager portfolio is not simply a matter of choosing products with the highest alpha potential. Wilshire was an early practitioner of portfolio optimization, taking a variety of factors into consideration to best combine investment manager allocations to maximize expected return for a given level of risk.
Our responsibility does not end once a portfolio is constructed. We regularly monitor the asset allocation and underlying managers of each portfolio we manage. Portfolios are rebalanced on an ongoing basis, with adjustments made to allocations and managers as conditions warrant.
» View our Manager Research Process
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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.