How often does Wilshire Associates review its investment strategies?
Wilshire Associates is known for its commitment to maintaining and enhancing its investment strategies through regular reviews. Typically, the firm undertakes these reviews on a quarterly basis, analyzing performance and assessing the effectiveness of its strategies in alignment with market conditions and investor objectives. This periodic assessment allows Wilshire to adapt and refine its strategies, ensuring they remain responsive to changes in the economic landscape, asset class performance, and other relevant factors. Additionally, Wilshire may conduct deeper evaluations at least annually, allowing for a comprehensive review of investment philosophy and approach. Stakeholders and clients can often find detailed information about Wilshire's methodologies and updates regarding strategies on the current web page, which may provide insights into their ongoing investment philosophy.
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