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Back to all Wilshire Associates Incorporated announcements

Wilshire Launches ‘Next Generation’ Investment Management Solution, Wilshire Omnia℠

  • Platform Provides Robust Risk and Return Analytics Across Markets and Asset Classes 
  • Intuitive Interface Enhances Functionality 

Wilshire Associates Incorporated (Wilshire®), a diversified global financial services firm, announced today the launch of Wilshire Omnia℠, a single platform, fully integrated solution that delivers comprehensive portfolio risk analysis, attribution and performance measurement across markets and asset classes.

Incorporating state-of-the-art, multi-asset class analytics, and an intuitive user experience, Wilshire Omnia streamlines the investment decision process with a flexible and scalable platform. The solution offers security-level risk characteristics and reporting for more than 3 million securities and is designed to help clients maximize returns and mitigate risk.

“Managing investment risk successfully in today’s markets requires the ability to monitor multiple factors with a robust set of analytics that can be accessed quickly, securely and in user-friendly formats that enhance workflow needs,” said Cecilia Loo, president of Wilshire Analytics. “With more than four decades of experience in the institutional marketplace, our next generation solution combines time-tested analytical engines with powerful underlying technology to deliver indispensable functionality.”

“Wilshire Omnia further enhances Wilshire Analytics’ offering of innovative solutions that are uniquely positioned to understand and meet the needs of money managers, money owners and investment services providers in the areas of risk, attribution, performance and portfolio construction,” Loo added.

The new platform is centrally-hosted and delivered through a standard web browser. It can be accessed on a PC or any web-enabled mobile device. The platform’s tiered architecture allows for maximum flexibility and superior security features.

Additional characteristics of Wilshire Omnia include:

  • True multi-asset class coverage of global equities and fixed income, as well as commodities, derivatives, FX products, alternatives, and constituent-level drill-down for mutual funds and ETFs
  • Transaction-based, holdings-based or flow-based global performance measurement capabilities
  • Integrated industry-recognized factor models that measure portfolio performance and risk (in absolute terms or versus a benchmark)
  • Global factor risk decomposition for cross-asset portfolios and funds
  • Ability to slice and dice portfolios and funds to quickly gauge allocations across groups, and drill down to trade level
  • Flexible, multi-layered fund construction functionality
  • Multi portfolio views for C-level reporting tools and easy comparison across different portfolio managers
  • Wilshire-maintained data warehouse with cross-asset security master and most commonly used benchmarks

The company said hundreds of existing clients and Wilshire business units currently utilize the underlying models, data and analytical engines within Wilshire Omnia.