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.
Wilshire Consulting believes that strategic asset allocation is the key to a successful investment program. Both industry research and our experience indicate that the asset allocation decision has the greatest impact on a portfolio’s long-term return and risk profile. Wilshire embraced this important concept in the 1970s as an early innovator in creating integrated asset/liability models. Since that time, we’ve added to our asset allocation credentials by performing thousands of asset allocation studies and continually fine-tuning our methodology.
Defined Benefit Plans: We offer an innovative approach to asset/liability modeling, called “Cost/Risk Optimization” which seeks to maximize the safety of benefits at a given level of resources while simultaneously minimizing the long-term costs at an acceptable level of risk.
Foundations and Endowments: Wilshire works with the client to develop investment policies for these clients by reviewing a plan’s spending policy, contribution expectations, and financial projections. Policies are identified that maximize the probability that the foundation can continue to support its dedicated causes.
Other Asset Pools: Wilshire’s optimization methodologies can also be applied to defined contribution plans, insurance funds, operating asset pools, and sovereign wealth funds.