Wilshire Investment Management Corporation

Wilshire Investment Management Corporation is a global investment technology and services firm with a history stretching back to 1972. Founded by Dennis A. Tito, its initial mission was to provide institutional investors with more sophisticated tools for measuring investment performance. This pioneering spirit led to the creation of the Wilshire 5000 Total Market Index, a benchmark now recognized as a comprehensive measure of the entire U.S. stock market. Today, Wilshire has evolved far beyond its indexing roots. The firm offers a diverse suite of services encompassing investment management, consulting, and technology solutions. They cater to a wide array of clients, including corporate and public pension funds, endowments, foundations, insurance companies, and financial intermediaries. On the investment management side, Wilshire employs a multi-manager approach, meaning they typically do not manage assets directly but rather select and monitor external investment managers. This allows them to access a broader range of investment strategies and expertise across different asset classes. Their investment solutions span from traditional equities and fixed income to alternative investments like private equity, real estate, and hedge funds. They offer both customized portfolio construction and readily available model portfolios designed to meet specific risk and return objectives. Wilshire’s consulting arm provides advisory services on asset allocation, investment policy development, manager selection, and performance monitoring. They leverage their proprietary research and data analytics to help clients optimize their investment strategies and achieve their long-term financial goals. Their consulting services are deeply rooted in quantitative analysis, providing evidence-based recommendations tailored to the unique circumstances of each client. The technology division of Wilshire offers a suite of software and data solutions designed to streamline investment processes and enhance decision-making. These tools enable clients to analyze portfolio performance, manage risk, conduct research, and comply with regulatory requirements. Wilshire’s technology platform is highly customizable and scalable, allowing it to adapt to the evolving needs of its clients. A key differentiator for Wilshire is its commitment to research and innovation. They maintain a dedicated research team that conducts cutting-edge analysis on global markets, investment strategies, and portfolio construction techniques. This research informs their investment recommendations and is shared with clients to help them stay ahead of the curve. The firm also actively participates in academic research and collaborates with leading universities to advance the field of investment management. Wilshire’s success can be attributed to several factors. First, they have a strong reputation for intellectual rigor and a commitment to data-driven decision-making. Second, their multi-faceted service offering allows them to provide comprehensive solutions that address a wide range of client needs. Third, their experienced team of investment professionals brings a wealth of knowledge and expertise to every engagement. Finally, their long history of innovation and their willingness to adapt to changing market conditions have enabled them to remain a relevant and respected player in the investment management industry. While facing increased competition from other large consulting firms and asset managers, Wilshire continues to refine its offerings and expand its global presence.