How does Wilshire Associates select investment managers?

Wilshire Associates utilizes a disciplined and systematic approach when selecting investment managers for their clients. The process typically begins with a comprehensive analysis of potential managers, focusing on a variety of criteria. This includes evaluating their investment philosophy, performance history, risk management practices, and the resources available to them, such as research capabilities and team composition. Wilshire places significant emphasis on qualitative assessments, which delve into the investment team's experience and track record as well as organizational stability. Furthermore, they analyze quantitative metrics, assessing historical performance relative to benchmarks and peers, to ensure that a manager's approach aligns with the specific investment objectives of their clients. Additionally, Wilshire actively engages with the investment managers they consider, facilitating interviews and discussions to gain deeper insights into their strategies and processes. This interaction often reveals nuances that standard data may not capture. Moreover, the selection process is underpinned by ongoing monitoring and due diligence, ensuring that investment managers continue to meet performance expectations and strategic alignment over time. This comprehensive methodology reflects Wilshire's commitment to delivering tailored investment solutions that effectively respond to the needs of their clients. For more information, consider checking the resources on their website.