We have a history of building portfolios that help align investor needs across market cycles. These portfolios can be commingled for a set of investors or dedicated to a single investor. Our bespoke managed account capability provides benefits for clients across governance, transparency, liquidity, control, financing and customization.
As a fiduciary, we work with our clients to provide advisory services and customized investment vehicle solutions suited to their investment criteria. We offer both discretionary and non-discretionary services including asset allocation studies, portfolio construction and monitoring, hedge fund manager research and selection, due diligence, program implementation recommendations, risk management, and performance review.
Wilshire continually focuses on expanding and refining the services we offer by adding new asset classes and methods of diversification. Wilshire’s global footprint and longstanding hedge fund manager relationships allow us to offer access to quality investment opportunities including co-investments and those that may have limited capacity. Wilshire’s hedge fund offerings range from customized, multi-asset hedge fund portfolios to opportunistic investments.
Over the last several years, we have observed increased appetite from institutional investors for Crisis Risk Offset, also referened as Risk Mitigating Strategies ("RMS"). These programs tend to capture several strategies which have in common a low to negative correlation to equity markets.
Learn MoreWilshire has been applying highly tested theories and approaches to our client solutions since 1981.
You can count on our team of experts to help improve investment outcomes for a better future.
Investments in hedge fund strategies are speculative, illiquid and involve a high degree of risk, including risk of a complete loss of capital, and are suitable only for sophisticated investors. Interests in such strategies are available only to persons willing and able to bear the economic risks of their investment for an indefinite period of time. Investments in such strategies are suitable only for a limited portion of the risk segment of an investor’s portfolio.