Wilshire utilizes tested and proven investment theory and practices, enabling us to recommend practical solutions for our clients.
Wilshire produces insightful, independent research focused on addressing the investment challenges and opportunities facing our clients.
Wilshire provides innovative investment technology tools to hundreds of institutions, investment managers and plan sponsors worldwide.
This California Consumer Privacy Act (“CCPA”) privacy
“CCPA Notice”) is included in our Online
("Wilshire") processing of ‘personal information,’ as defined in the CCPA,
of California residents who visit our website (collectively, “
Consumers,” “you,” or “ your”). Any capitalized terms or other terms not defined
extent of any conflict between this CCPA Notice and the rest of our Online
Consumers and their personal information. If you are located elsewhere,
You may find a copy of this CCPA Notice in PDF format HERE . For individuals with disabilities, alternative methods of viewing or receiving this CCPA Notice can be found HERE.
This CCPA Notice provides further detail regarding (a) how we have
processed Consumers’ personal information within the past twelve (12)
months and (b) your rights under the CCPA.
Personal Information We May Collect
We collect and disclose the following personal information for our business
Categories of Personal Information
Source of Personal Information
(i.e. – persistent identifier such as device identifier,
cookies, beacons, pixel tags, mobile ad identifiers or
similar technology; customer number, unique pseudonym or
user alias; telephone numbers, or other forms of persistent
or probabilistic identifiers)
Websites or Services (information collected directly from
Other Sources (public databases, brokers, consultants, and
other third parties)
Internet or Network Activity
Your CCPA Rights
You may request that Wilshire disclose certain information regarding our
use of your personal information over the past twelve (12) months. You may
only make such requests twice per twelve (12) months.
Upon verifying your request (see below), we will disclose to you:
You have the right to request that Wilshire delete any of the personal
information collected from you and retained by us, subject to certain
exceptions. Once your request is verified (see below) and we have
determined that we are required to delete that information in accordance
with applicable law, we will delete and direct our service providers to
delete your personal information from our records. Your request to delete
your personal information may be denied if it is necessary for us to retain
your information under one or more of the exceptions listed in the CCPA.
Please note that a record of your deletion request may be kept pursuant to
our legal obligations.
Exercising Your Rights
To exercise any of the rights described above, please submit a request to
us by either:
Please note that Consumers have a right to not receive discriminatory
treatment for the exercise of their rights under the CCPA.
Only you, or a person registered with the California Secretary of State
that you authorize to act on your behalf, may make a verifiable consumer
request related to your personal information. You may also make a
verifiable consumer request on behalf of your minor child. You may only
make a verifiable consumer request for access twice within a 12-month
period. Your verifiable consumer request must:
We will only use the personal information that you have provided in a
verifiable consumer request in order to verify your request. We cannot
respond to your request or provide you with personal information if we
cannot verify your identity or authority.
Making a verifiable consumer request does not require you to create an
account with us. We consider a request made through your password-protected
account sufficiently verified when the request relates to personal
information associated with that specific account.
Verifying Your Request
Only you, or a person that you authorize to act on your behalf, may make a
request related to your personal information. You may also make a request
on behalf of your minor child.
In all cases, your request must be verified before we take action
(and shall take such action pursuant to the timing permitted under the
CCPA). Verifying your request may require you to:
We will only use the personal information that you have provided in a
verifiable request in order to verify your request. As stated above, we
cannot respond to your request or provide you with personal information if
we cannot verify your identity or authority.
Making a verifiable request does not require you to create an account with
us. We consider a request made through your password-protected account
sufficiently “verified” when the request relates to personal information
associated with that specific account and you have complied with any of our
existing authentication practices.
Response Timing and Format
We aim to respond to customer requests within forty-five (45) days of
receipt. If we are unable to deliver a response to verifiable consumer
requests within this timeframe, we will inform you of the reason and
estimated extension period in writing. We will deliver a response to your existing account with us, if applicable,
or a written response by mail or electronically, at your option.
Any disclosures will cover only the 12-month period preceding the
verifiable consumer request’s receipt. The response we provide will also
explain the reasons we cannot comply with a request, if applicable. Data
portability requests will be issued in a format that is readily useable, we
do not charge a fee unless your request is excessive, repetitive, or
manifestly unfounded. If the request warrants a reasonable fee, we will
tell you why and provide you with a cost estimate before completing your
Please note that we may charge a reasonable fee or refuse to act on a
request if such request is excessive, repetitive, or manifestly unfounded.
Changes to this Privacy Notice
If, in the future, we intend to process your personal information for a
purpose other than that which it was collected, we will provide you with
information on that purpose and any other relevant information at a
reasonable time prior to such processing. After such time, the relevant
information relating to such processing activity will be revised or added
appropriately (either within this CCPA Notice or elsewhere), and the
“Effective Date” at the top of this page will be updated accordingly.
If you have any queries, questions, concerns or require any further
information in relation to this CCPA Notice or you wish to exercise any of
your rights, please do not hesitate to contact Wilshire at:
The response period may be extended up to forty-five (45)
additional days where necessary, taking into account the complexity
of your request.
If you have any queries, questions, concerns or require any further information in relation to this CCPA Notice or you wish to exercise any of your rights, please do not hesitate to contact Wilshire at: Privacy@Wilshire.com