Wilshire

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Home : Funds Management : Asset Allocation Programs

Funds Management

Asset Allocation Programs

Acting in either a discretionary or non-discretionary capacity, Wilshire Funds Management provides a wide range of asset allocation solutions to our clients. In these types of engagements Wilshire is typically hired to make recommendations regarding strategic asset allocation portfolios, investment manager search (both mutual fund and separate account) by asset class, and investment structure.

Objective-Oriented Solutions

Investors today have complex goals and objectives, Wilshire’s outcome-oriented approach allows us to create a wide range of solutions for our clients. Our asset allocation program designs include:

  • Risk-based
  • Target date
  • Alternatives
  • Tactical
  • Managed volatility
  • Yield-focused

Risk Managed Approach

Wilshire’s heritage in developing quantitative tools to help identify and manage risk in investment programs means risk management is built into every strategy we deliver. Innovative approaches to controlling style risk and Wilshire's entire suite of risk analytics ensures that each strategy remains within its given risk profile. This focus provides our clients confidence that the investment strategy they selected reflects the objective they specify.

  • Our Solutions
    • Asset Allocation Programs
    • ERISA 3(21) and 3(38) Services
    • Retirement Managed Accounts
    • Retirement Income
    • Managed Account Platform
    • Managed Portfolios
    • Risk Premia Solutions
  • Asset Allocation Programs
  • Managed Account Platform
  • Multi-Manager Portfolios

Managed Account Platform

The market for alternative investments is rapidly changing. Along with performance, investors are demanding a higher level of control as it relates to their alternative investment strategies.

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Fiduciary Services

Wilshire Funds Management is dedicated to helping your plan sponsor clients manage fiduciary responsibility.

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