Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  Second Quarter 2015 Market Commentary

Economic Highlights: Real GDP was down slightly during the first quarter of 2015, contracting -0.2%. Economic growth has slowed for the last two quarters after a two quarter surge in 2014. Although personal consumption growth was positive, exports contracted, as did state and local government spending.

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  Diversified Liquid Alternative Solutions

Until recently, alternative investments were typically only available to institutions and ultra-high net worth individuals because of high investment minimums and stringent investor qualifications. Post 2008, however, we have witnessed a meaningful increase in alternative investment product offerings in the open-end mutual fund universe.

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POSTED IN: Alternatives, Video
   

First Quarter 2015 Market Commentary

Economic Highlights: Real GDP finished the year on an underwhelming but positive note, expanding at an annual rate of 2.2% during the fourth quarter. Economic growth for all of 2014 was 2.4% despite a contraction during the first quarter. Consumer spending drove growth during the fourth quarter, reflecting improvement in employment conditions and lower gas prices.

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  Wilshire Total Allocation Portfolios Video Presentation

The Wilshire Total Allocation Portfolios take alternative investing to the next logical step—creating six risk-based strategic models that combine long only asset classes (stocks and bonds) with alternatives. The Wilshire Total Allocation Portfolios give financial advisors the tools necessary to confidently invest client assets in alternatives while maintaining the client’s established asset allocation strategy.

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  Wilshire Best Practices: Keep Your Risk in Check—The Value of Routine Rebalances

Key components of successful long-term investing include setting a risk-appropriate, diversified asset allocation policy, resisting the temptation to look at your balance every day, and not chasing performance. Many investors may start with the right mix of stocks and bonds, but will fail to monitor and manage their exposures over time.

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Replay Now Available!

2017 Third Quarter Market Update
  • Presented by: Josh Emanuel, CIO, Wilshire Funds Management
  • Date: Wed., Oct. 18, 2017