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.
As an organization, Wilshire Associates has been advising clients utilizing absolute return strategies since the early 1990s and has been recommending hedge funds and hedge fund of funds since early 2000. It is with our experience and deep understanding of investor demands that the Wilshire Managed Account Platform was launched. This turn-key alternative investment management solution and its master-feeder managed account structure offers investors transparency, liquidity, daily investment guideline monitoring, performance estimates and risk reporting.
At the core of Wilshire Funds Management’s Managed Account Platform is its Segregated Portfolio Company (SPC) structure. SPC structures benefit from the ability to segregate pools of assets within separately managed accounts. Wilshire is the investment adviser of the SPC, which is governed by a Board of Directors.
Investors in the SPC are usually feeder funds, other investment vehicles or institutional investors. Each Portfolio is managed by a third party investment manager who has been retained contractually by Wilshire and the SPC. Investors may choose to implement their chosen allocation of investments across various Portfolios of the SPC or utilize Wilshire for manager selection and portfolio construction.
Wilshire's experience in the alternative investment space, our innovation in developing a cutting-edge managed account platform, and our diligence in evaluating and monitoring managers, make us uniquely suited to deliver the transparency, liquidity and customization required to meet the alternative investment needs of sophisticated investors.
Wilshire Funds Management is dedicated to helping your plan sponsor clients manage fiduciary responsibility.