How does Wilshire Associates select investment managers?

Wilshire Associates follows a comprehensive and rigorous process to select investment managers. Our approach encompasses extensive research, evaluation, and due diligence. We begin by conducting a thorough analysis of the potential investment manager's track record, investment style, and performance in a variety of market conditions. We also consider their investment philosophy, risk management processes, and personnel. Furthermore, we assess their organizational infrastructure, operational capabilities, and compliance procedures. Following this initial assessment, our experienced team conducts in-depth interviews with the investment managers to gain a deeper understanding of their investment strategies and alignment with our clients' objectives. We also consider qualitative factors such as culture and client service. Our selection process aims to identify managers that demonstrate a long-term, consistent, and disciplined approach to generate sustainable investment returns, effectively manage risk, and provide exceptional client service.