Wilshire Adds Qualitative Evaluations to Compass Monitor

Qualitative evaluations for more than 1,600 institutional investment strategies are available through the tool. Users can also formulate investment policy and implement strategies, monitor and evaluate asset class and total fund performance and risk, develop asset allocation and rebalancing recommendations, select and evaluate investment managers and analyze and optimize manager teams.

“This new product continues to expand upon the investment technology services available via Wilshire Compass and permits those fund sponsors that would like to further leverage off the work Wilshire is doing and combine it with their in-house investment expertise,” said Julia Bonafede, president of Wilshire Consulting.