Knowledge Center

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

  Wilshire Trust Universe Comparison Service© Shows Falling Equity Returns Drag Down Performance of Institutional Plans in Q2 2012

SANTA MONICA, CA, AUGUST 6, 2012—Despite a rising bond market, falling equity returns—especially international equity—proved to be a drag on the performance of all institutional plan types, according to the Wilshire Trust Universe Comparison Service® (Wilshire TUCS®), a cooperative effort between Wilshire Analytics, the investment technology unit of Wilshire Associates Incorporated (Wilshire®), and custodial organizations.

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  Wilshire Associates Launches Wilshire Managed Portfolios Bringing Its Institutional Level Access, Insight, and Oversight to Individual Investors

SANTA MONICA, CA, JUNE 19, 2012—Leveraging its four decades of experience in creating asset allocation strategies, selecting managers, and constructing investment portfolios to meet the needs of its institutional investor clients, Wilshire Associates Incorporated (“Wilshire®”), a diversified global financial services firm, today announced the launch of Wilshire Managed Portfolios, which will be available to registered investment advisors (RIAs) and independent broker dealers.

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2011 Year in Review and 2012 Outlook (pdf)

Volatility and uncertainty were defining attributes of 2011 as macroeconomic events weighed on markets worldwide. The Japanese earthquake and tsunami roiled markets in the first quarter, casting substantial doubt on the future of the world’s third largest economy and disrupting global supply chains.

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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