Wilshire is a leading investment advisory and analytics firm advising on approximately $1.2 trillion in assets. Founded in 1972 and headquartered in Santa Monica, California, the firm is known both for its institutional advisory practice and for creating the Wilshire 5000 Total Market Index, one of the most widely cited U.S. equity benchmarks.
Investment Strategy
Wilshire provides investment consulting, outsourced CIO, and analytics services to institutional investors globally. The firm’s advisory practice covers strategic asset allocation, manager research, performance measurement, and risk management across all major asset classes.
The firm’s manager research platform evaluates thousands of investment strategies across public equities, fixed income, private markets, and hedge funds. Wilshire’s proprietary analytics tools support portfolio modeling, scenario analysis, and peer benchmarking for its institutional clients. The firm’s technology and data capabilities complement its advisory services, providing clients with integrated reporting and decision-support tools.
Wilshire’s outsourced CIO business manages assets on a discretionary basis for clients who delegate investment implementation authority. This business has expanded over the past decade as more institutional investors have sought professional management of their full portfolios.
Private Markets Approach
Wilshire’s private markets advisory covers private equity, real estate, infrastructure, and hedge fund strategies. The firm’s dedicated alternatives research team evaluates fund managers and develops allocation recommendations tailored to each client’s portfolio objectives and constraints.
In private equity, Wilshire advises on buyout, venture capital, growth equity, and distressed strategies across global markets. The real estate and infrastructure advisory teams cover core through opportunistic strategies. Wilshire also maintains research coverage of the hedge fund universe across major strategy categories.
Wilshire serves a predominantly U.S. institutional client base including large public pension funds, corporate retirement plans, endowments, and foundations. The firm is known for its long-tenure client relationships, with many advisory mandates spanning decades. Wilshire operates from offices in Santa Monica, Pittsburgh, and other locations.
Frequently Asked Questions
How much does Wilshire advise on?
Wilshire advises on approximately $1.2 trillion in assets for institutional investors including public pension funds, endowments, foundations, and corporate retirement plans.
What is the Wilshire 5000?
The Wilshire 5000 Total Market Index, created by the firm in 1974, is the broadest index of publicly traded U.S. equities and is widely regarded as the benchmark for the total U.S. stock market.
What private markets services does Wilshire provide?
Wilshire provides manager research, portfolio construction advice, and monitoring across private equity, real estate, infrastructure, and hedge fund strategies for institutional clients.
