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.