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California, USA Head Office

1299 Ocean Avenue Suite 700
Santa Monica
California
US

New Jersey, USA Office

525 Washington Boulevard Suite 2205
Jersey City
NJ
US

London, United Kingdom, Europe Office

23 Austin Friars
London
GB

Singapore, Asia Office

6 Battery Road Level 30
Singapore
GB

Chicago, USA Office

222 West Adams Street Suite 1725
Chicago
IL
US

Telephone

44 207 814 7355

Contact

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 process and reporting needs. Such analyses can be based on a variety of linking frequencies including daily, monthly, quarterly and annually.
  • Risk managers can employ Wilshire’s GR6 global, regression-based risk model to assess exposures to critical factors driving the markets and explicitly quantify contributions to risk from active portfolio management. Includes standard risk measures such as VaR, and Wilshire’s own ex ante risk forecasting techniques designed to reduce underestimation biases inherent in most risk models.
  • A comprehensive global pricing and fundamentals database containing over 75,000 equity securities support the Wilshire Atlas research modules for back-testing portfolio strategies and building custom risk models.
  • Portfolio managers and investment researchers can use the Wilshire Atlas optimization module for sophisticated portfolio construction and rebalancing processes to enhance internal decision-making and develop new products.
  • Both active and passive investment processes can be facilitated and supported.
  • An applications programming interface (API) is available that accesses the Atlas analytics core directly from Microsoft Excel®, or from within external reporting media utilizing mark-up languages such as XML or HTML.
  • Comprehensive support and training from Wilshire’s industry-recognized product specialists located around the world.

The Wilshire Atlas eliminates the need for multiple analytic systems by combining Wilshire’s massive equity security database with flexible analytic modules engineered to accommodate the investment manager’s ever-changing portfolio reporting needs.

View other products from Wilshire Associates Incorporated

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 …

Wilshire iQuantum

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

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.