Advisory services
Institutional-caliber investment support for financial advisors and intermediaries
Institutional-caliber investment support for financial advisors and intermediaries
We work closely with our clients to implement scalable, outcome-oriented solutions that meet a range of investment objectives.
Resources and research to help you develop investment solutions across all asset classes.
Asset allocation and multi-manager portfolios
Leverage Wilshire's decades of experience in portfolio construction. Our outcome-oriented solutions include risk-based, target date, alternatives, yield-focused and more.
Employee retirement income
Our ERISA 3(21) solutions provide plan sponsors with independent, third-party investment advice to help manage their fiduciary obligations. Solutions include investment policy creation, investment screening and selection, ongoing monitoring and more.
Retirement income
We work closely with our clients on a range of innovative retirement income solutions.
Private markets
Our private markets specialists offer a range of customized advisory services across the private equity, private debt and real asset sectors.
Our robust investment solutions for financial advisors and intermediaries are underpinned by the same process, knowledge and expertise that we use to design and manage portfolios for institutional clients.
We apply a consistent approach throughout the investment life cycle to seek attractive, risk-adjusted returns:
We build our asset class views using a multi-dimensional framework that incorporates:
Risk
Inflation
Growth
Sentiment
Valuations
Technicals
Our Investment Strategy Committee monitors short and medium-term market conditions and adapts our solutions in response, all while remaining focused on long-term investment goals.
Manager research lies at the heart of our investment process. Our rigorous search and selection process focuses on identifying managers with the potential to consistently outperform the market over the long term.
Extensive proprietary database
Our database includes more than 42,000 investment products including separate accounts, mutual funds, alternative products, collective investment trusts, ETFs and indexes.
Differentiated access
Our Manager Research team conducts 1,600 manager meetings on average, every year, giving us unique insights across the money manager landscape.
Proprietary analytics
We use our advanced technology to efficiently review the large quantities of complex data needed to build a highly informed view of today’s investment landscape.
To build an optimized portfolio, you need to have a deep understanding of the relevant managers’ performance, their correlation and risks and the risk characteristics of the asset allocation benchmark.
We seek to maximize returns for each risk level by identifying the most efficient investment manager allocations using time-tested quantitative and qualitative techniques.
Each portfolio we manage is continually monitored and rebalanced to remain optimized as market conditions change.
Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.
Our clients rely on us to improve investment outcomes for a better future.
