Wilshire Company Profile

Background

Founded in 1972, Wilshire is a leading global financial services firm headquartered in Santa Monica, California. The company serves over 500 institutional investors and financial intermediaries worldwide, advising on more than $1.5 trillion in assets and managing $124 billion as of March 31, 2024. Wilshire's mission is to improve investment outcomes for a better future, emphasizing trust and enduring client relationships.

Key Strategic Focus

Wilshire specializes in investment management, consulting services, and multi-asset analytics. The firm offers innovative investment solutions backed by time-tested qualitative and quantitative insights, catering to central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire's approach involves understanding client needs and providing robust solutions aligned with their objectives, risk tolerance, values, and preferences.

Financials and Funding

As of March 31, 2024, Wilshire advises on over $1.5 trillion in assets and manages $124 billion. The company has raised $25.5 million in funding, with annual revenues estimated between $100 million and $500 million.

Technological Platform and Innovation

Wilshire leverages advanced financial analytics and market-leading indexes to provide clarity from complexity. The firm's proprietary technologies include quantitative models and data analytics, enabling clients to optimize investment portfolios, better understand risks, and maximize value.

Leadership Team

Mark Makepeace: Chief Executive Officer

Competitor Profile

Market Insights and Dynamics

Wilshire operates in the competitive financial services industry, focusing on investment management, consulting, and analytics. The market is characterized by a demand for innovative solutions and data-driven insights to improve investment outcomes.

Competitor Analysis

Wilshire's primary competitors include:

The Northern Trust Company: A provider of banking solutions.

Kolin Holding: Offers financial and investment management services.

AllianceBernstein: Provides diversified investment management, research, and related services.

Apollo Global Management: An alternative asset management company.

Strategic Collaborations and Partnerships

In August 2024, Wilshire partnered with tech-enabled and data-driven specialist XTP to enhance cost transparency for global asset owners.

Operational Insights

Wilshire's competitive advantages include its long-standing industry presence, comprehensive service offerings, and commitment to innovation. The firm's ability to integrate environmental, social, and governance (ESG) considerations into investment strategies positions it favorably in the market.

Strategic Opportunities and Future Directions

Wilshire aims to continue expanding its global footprint and enhancing its technological capabilities to meet evolving client needs. The firm's focus on ESG integration and data-driven solutions aligns with industry trends, positioning it for sustained growth.