School of fish swimming together in the ocean

ESG

Investing for a better future

Since our inception, we have focused on managing risks and opportunities to help our clients achieve their desired investment outcomes. We know that every relationship and portfolio is unique, and incorporating the right environmental, social and governance (ESG) strategy into your investment practice is no different.

From Climate Taker to Climate Maker

Our educational-video series provides insights from well-respected Climate Makers from the US, EU and China who speak to the institutional investors' perspective.

Offer to new recruits

Aligning faith-based values to investment portfolios

In this video, another in our educational ESG series, find out how Wilshire helped one global faith-based investor align its investment portfolio to its mission.

Opportunities

Aligning faith-based values to investment portfolios

In this video, another in our educational ESG series, find out how Wilshire helped one global faith-based investor align its investment portfolio to its mission.

Opportunities

Proposed Dept. of Labor Rule Change on ESG Investing: What Does It Mean for Fiduciaries?

In this video, another in our educational ESG series, learn more from an ERISA/employee benefits expert about the U.S. Department of Labor's proposed rule change that eases the way for fiduciaries to consider ESG factors when investing for defined contribution plans.

Opportunities

Creating long-term value by environmental stewardship

CalPERS shares how to collaborate through Climate Action 100+

Opportunities

Financing the green industrial revolution

Hiro Mizuno discusses the power of index selection and portfolio sustainability

Opportunities

Aligning investment strategy to national climate goals

Pacific Island Nations design climate-informed investment policies and invest in climate transition

Opportunities

Climate-aware investing in China

Learn how the CICC evaluates climate risks, overcoming insufficient corporate disclosures

Opportunities

Do Markets Fully Appreciate Climate Risks?

Watch this first video to learn about the risks of being the last of the “Climate Takers”.

Opportunities

From Climate Taker to Climate Maker

We explain how to take just four steps towards becoming a “Climate Maker”.

Learn more

As a signatory to the UN-supported Principles for Responsible Investment (PRI) and co-founder of the Investment Consultants Sustainability Working Group–US (ICSWG-US), we are dedicated to helping you navigate a quickly evolving landscape to achieve your ESG objectives – by providing a range of solutions and tools including discretionary and advisory services, turnkey and tailored investment options and our research and analytics.

Whether through our Diverse-Owned Manager Initiative designed to improve access to capital and assets invested, or environmental research that aims to align passive investing with Paris climate goals, we help investors worldwide make better informed decisions when considering an ESG approach that aligns to their investment objectives and values.

Walking people

Advisory

  • Educational seminars

  • Peer benchmarking

  • Policy design

  • Stewardship best practices

  • Manager selection

  • Carbon analytics and scenarios

  • Impact themes and UN Sustainable Development Goals (SDG)

  • Screening and exclusions

Research

  • Thought leadership 

  • Manager due diligence 

  • ESG/impact strategy: recommended ‘buy’ list

  • ESG attribution analysis

A cute kid with flower in a hand

Investment

Customizable structuring solutions with range of approaches:

  • Exclusions

  • Tilts

  • Optimization

  • Integration

  • Impact

Our ESG commitment

2021

Co-founded 14-member US investment consultant consortium, representing $33tn in assets under advisement, to advance sustainable investing.

Building ceiling

2021

Supported women-owned Hypatia Capital’s creation of the Hypatia Women Hedge Fund Index to measure performance of women-managed hedge funds

2021

Launched ESG model portfolio

laser screen

2020

Launched portfolio analytics to help clients see ESG contributions to risk and performance  

Windmill

2020

Received William and Flora Hewlett Foundation 2021 Climate Initiative grant to align passive asset management with Paris climate goals  

Tree plant

2019

Established Wilshire ESG policy and firm-wide ESG & Diversity Committee

Group meeting

2018

Launched Diverse-Owned Manager Initiative baseline study and industry poll

Tree plant in hand

2016

Became a signatory to the UN-supported Principles for Responsible Investment (PRI)

We’re here to help

Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

Our clients rely on us to improve investment outcomes for a better future.

Contact us