Wilshire Associates

What is Wilshire Associates?

Wilshire Associates (Wilshire) is a global investment firm based in Santa Monica, California, founded in 1972. They focus on delivering a wide range of investment products, consulting services, and technology solutions across four major business segments: analytics, consulting, funds management, and private markets.

Wilshire is dedicated to providing innovative investment solutions and independent investment advice tailored to the specific needs of their clients, which include central banks, pension funds, insurance companies, foundations, endowments, family offices, and financial advisors. They are committed to helping investors navigate complex markets with clarity and optimize investment outcomes by leveraging their extensive industry experience and market knowledge.

The company places a strong emphasis on integrating environmental, social, and governance (ESG) considerations into investment strategies, catering to clients with stringent ESG criteria for responsible investing. With a customer-oriented approach, Wilshire manages assets and offers bespoke advisory services and outsourced CIO solutions designed to protect and grow investments.

Their comprehensive suite of solutions includes retirement solutions, mutual funds, managed portfolios, alternative assets, investment consulting, and OCIO services. Wilshire also creates market-leading indexes that are supported by their time-tested quantitative and qualitative insights.

They foster enduring relationships built on trust and a shared understanding of achieving better investment outcomes for a sustainable future. As of early 2025, Wilshire reported having $1.5 trillion in assets under advisement (AUA), which includes assets under management (AUM) totaling $124 billion, demonstrating their substantial impact on the investment industry.

The company ensures that their clients have access to the latest research, insights, and trends to inform their investment decisions, enabling a robust analytical approach to investments in the life sciences sector and beyond.