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 Associates Incorporated (‘we’ or "Wilshire") values your trust and wants you to be
our practices in connection with information that we may collect, maintain, and use in the course
of providing our products and services though our website(s).
Wilshire is committed to ensuring that your privacy is protected. Should we ask you to provide
certain information by which you can be identified when using this website, you can be assured
Natural persons located in the European Economic Area (“EEA”) should review the General Data
Protection Regulation 2016/679 (“GDPR”) privacy notice
Residents of California should review the privacy notice for the California Consumer Privacy Act
of 2018 (CCPA)
Wilshire should review the appropriate privacy notices
Personal Information We May Collect
The term Personal Information as used in this policy means any information that identifies you as
an individual or relates to an identifiable person. The kinds of Personal Information we may
collect depends on the nature of the relationship you have with us. This information may include
your name, job title, and contact details such as your address, email address and telephone
number. Occasionally additional information, such as demographic information, preferences,
interests, and other information relevant to customer surveys may also be collected.
In addition to the information stated above we may collect certain information about your use of
our online services, for example we may capture your IP address, operating system, or browser, as
How We May Collect Personal Information
In most cases, we collect information directly from the person or entity with whom we have the
relationship (e.g. through account applications, customer surveys, or general website usage).
How We May Use Personal Information
We require and use this information to understand your needs and provide you with a better
service. More particularly, we use information we gather to do the following:
We are committed to ensuring that your information is secure. In order to prevent unauthorized
access or disclosure, we have put in place suitable physical, electronic, and managerial
procedures to safeguard and secure the information we collect online.
A cookie is a small file which asks permission to be placed on your computer's hard drive. Once
you agree, the file is added and the cookie helps analyze web traffic or lets you know when you
visit a particular site. Cookies allow web applications to respond to you as an individual. The
web application can tailor its operations to your needs, likes and dislikes by gathering and
remembering information about your preferences.
We use traffic log cookies to identify which pages are being used. This helps us analyze data
about web page traffic and improve our website in order to tailor it to customer needs. We only
use this information for statistical analysis purposes and then the data is removed from the
Overall, cookies help us provide you with a better website, by enabling us to monitor which pages
you find useful and which you do not. Our cookies do not give us access to your computer or any
information about you, other than the information you choose to share with us.
You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but
you can usually modify your browser setting to decline cookies if you prefer. This may prevent you
from taking full advantage of the website.
Links to Other Websites
Our website may contain links to other websites of interest. However, once you have used these
links to leave our site, you should note that we do not have any control over that other website.
Therefore, we cannot be responsible for the protection and privacy of any information which you
Controlling Your Personal Information
We do not share your Personal Information with third parties for use in marketing their products
and services. However, we may share your Personal Information in the following circumstances:
Our service providers are obligated to keep the Personal Information we share with them
confidential and use it only to provide services specified by Wilshire.
Important Notice to all Non-US Residents
Our servers are located in the U.S. If you are located outside of the U.S., please be aware that
any information provided to us, including Personal Information, will be transferred from your
country of origin. Your decision to provide such data to us, or allow us to collect such data
through our services constitutes your consent to this data transfer.
We will retain your Personal Information for the period necessary to fulfill the purposes outlined