Wilshire

Tagline Brand's website · 2026-11-07

Wilshire is a global financial services firm providing investment solutions, analytics and benchmark services to institutional investors, financial advisors and intermediaries.

Description Brand's website · 2026-11-07

Wilshire is a trusted investment partner serving approximately 300 institutional investors and financial intermediaries. The firm advises on over $1.6 trillion in assets and manages $221 billion in assets as of June 30, 2026, with offices worldwide.

Mission Brand's website · 2026-11-07

Improve investment outcomes for a better future through trusted relationships, innovative solutions and time-tested qualitative and quantitative insights.

Founders & leadership Brand's website · 2026-11-07

Jason Schwarz, Chief Executive Officer; Josh Emanuel, Chief Investment Officer; Todd Cassler, Chief Revenue Officer; Leah Emkin, Chief Client Officer; Christina Walsh, Chief Financial Officer; Hanna Valva, Co-Chief Operating Officer and Chief Technology Officer; Jason Hubschman, Co-Chief Operating Officer and Co-Head of Alternative Managed Accounts; Erin Simpson, Head of Operations and Risk Management; Jeff Foley, Global Head of ParkLexington.

Website Brand's website · 2026-11-07

https://wilshire.com

Voice & tone Brand's website · 2026-11-07

Professional, trusted, analytical, solutions-oriented and forward-looking.

Founded Brand's website · 2026-11-07

1972

Headquarters Brand's website · 2026-11-07

United States

Parent ownership Brand's website · 2026-11-07

Acquired in 2021 by private equity firms CC Capital Partners and Motive Partners.

Problem solved Brand's website · 2026-11-07

Wilshire helps investors navigate complex financial markets, understand and manage risk, identify opportunities, construct portfolios and improve long-term investment outcomes.

Core capabilities Brand's website · 2026-11-07

• Investment advisory and consulting
• Outsourced CIO solutions
• Asset management
• Asset allocation and portfolio construction
• Manager research and selection
• Alternative investment advisory and discretionary services
• Financial analytics and risk management
• Investment research

Products / SKUs Brand's website · 2026-11-07

• Bespoke investment solutions
• Outsourced CIO solutions
• Alternative investment solutions
• Financial products
• Portfolio models
• Wilshire indexes, including the FT Wilshire 5000 Index and Wilshire Liquid Alternative Index
• Wilshire Trust Universe Comparison Service

Target industry Brand's website · 2026-11-07

Financial services and investment management

Customer base Brand's website · 2026-11-07

Institutional investors, financial advisors and intermediaries, central banks, pension funds, insurance companies, foundations, endowments, family offices and other financial institutions.

Ideal customer profile Brand's website · 2026-11-07

Institutional investors and financial intermediaries seeking investment advisory, asset management, alternative investment, analytics, risk management, portfolio modeling or benchmark solutions.

Use cases Brand's website · 2026-11-07

• Optimizing investment portfolios
• Understanding and managing investment risk
• Asset allocation and portfolio construction
• Selecting and evaluating investment managers
• Managing pension and retirement plan obligations
• Diversifying portfolios through alternative investments
• Creating customized investment solutions for financial intermediaries and their clients
• Accessing market benchmarks, indexes and peer-universe comparisons

Customer outcomes Brand's website · 2026-11-07

• Improved investment outcomes
• Better understanding of portfolio risks
• Maximized portfolio value
• Diversified portfolios
• Enhanced long-term returns
• Investment solutions aligned with objectives, risk tolerance, values and preferences
• More meaningful conversations between financial advisors and their clients