Wilshire Associates
| Primary URL | Location | Industry | wilshire[.]com |
Country
United States of America
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Financial Services
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Profile
Wilshire Advisors, LLC (also known as Wilshire Associates) is an investment consulting firm that provides asset allocation, liability‑driven investment, risk management, performance measurement, and manager research services to institutional investors such as pension funds, endowments, foundations, and sovereign wealth funds. The firm also offers outsourced chief investment officer (OCIO) solutions, helping clients delegate day‑to‑day portfolio decisions while retaining fiduciary oversight. Wilshire serves a global client base, with operations that reach investors in North America, Europe, and the Asia‑Pacific region. Its headquarters are located in the United States of America.
Wilshire is distinguished by its proprietary research tools, notably the Wilshire 5000 Total Market Index and its comprehensive universe of investment managers, which underpin its consulting advice. The firm adheres to a fiduciary standard, ensuring that recommendations are aligned with clients’ long‑term objectives and comply with applicable regulatory requirements. Wilshire is registered as an investment adviser with the U.S. Securities and Exchange Commission, underscoring its compliance with federal advisory standards. Its expertise in liability‑driven investment strategies has positioned it as a leader in helping pension schemes manage funding risks.
In March 2022, Wilshire Advisors disclosed a cyberattack that involved unauthorized access to its systems, potentially exposing client information. The response included securing the affected systems, notifying potentially impacted parties, engaging cybersecurity experts and law enforcement, and offering complimentary credit monitoring services as a precaution. Despite the incident, the firm reported that client services remained operational without disruption, underscoring its resilience and continuity planning. The organization operates under the Wilshire Advisors, LLC legal entity; no further ownership or parent‑subsidiary details are provided in the source material.