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California, USA Head Office

1299 Ocean Avenue Suite 700
Santa Monica

New Jersey, USA Office

525 Washington Boulevard Suite 2205
Jersey City

London, United Kingdom, Europe Office

23 Austin Friars

Singapore, Asia Office

6 Battery Road Level 30

Chicago, USA Office

222 West Adams Street Suite 1725


44 207 814 7355


Kim M. Shepherd
[email protected]

Wilshire Atlas

The Wilshire Atlas delivers the only complete global equity portfolio management analytic solution to meet the rigorous demands of today’s investor. Here are a few of its key features and benefits: Analysts, portfolio managers and client relations staff can choose either Brinson-style (group-based) or multi-factor (regression-based) performance attribution reports to suit the firm’s own unique investment …

Wilshire Abacus

Abacus offers a complete performance measurement and investment accounting system, offering computation of AIMR/GIPS compliant daily performance values, automated bank reconciliation at month-end, automated DTC interface, and extensive database query and report writing capabilities.

Wilshire Axiom

Axiom provides a complete suite of Global Fixed Income portfolio analysis tools including Performance Attribution, Risk, Forecasting and Optimisation, now including Credit Funds. Axiom provides access to a Global Fixed Income database of characteristics and analytical measures for over 1,000,000 global securities.

Wilshire iQuantum

The Wilshire iQuantum is an integrated performance measurement, performance attribution and risk management solution for multi-currency, multi-asset class portfolios.

Wilshire IQComposite

The Industry Standard for Composite Creation and Reporting Wilshire iQCompositeSM is an integrated set of composite creation and reporting tools designed to support GIPS® compliance. A flexible rules-based composite wizard facilitates the creation of composites and ensures all portfolios are represented by composites. The interactive screening process relies on the composite creation rules set forth by the …