investment management founded 1972 headquarters santa monica california united states key people dennis tito founder products stock indexes analytical software consulting services fund of funds number of employees 350 website www.wilshire.com wilshire associates inc. is an independent investment management firm that offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base . wilshire manages capital for more than 600 institutional investors globally representing more than 8 trillion of capital . wilshire is also known for the creation of the wilshire 5000 stock index in 1974 and more recently the wilshire 4500 stock index . 1 wilshire operates from four business units wilshire analytics wilshire consulting wilshire funds management wilshire private markets wilshire is headquartered in santa monica california with offices in the u.s. in new york new jersey pittsburgh chicago and denver as well as internationally in london singapore amsterdam melbourne suzhou and hong kong . 2 contents 1 history 2 business lines 2.1 wilshire analytics 2.2 wilshire consulting 2.3 wilshire funds management 2.4 wilshire private markets 3 see also 4 references 5 external links history edit wilshire was founded in 1972 by dennis tito who was an early pioneer of applying computer based technologies to investment applications . since the early 1970s the firm developed from a technology firm into an investment management operation . in 1974 the firm created its signature wilshire 5000 stock index which is a widely used index of all stocks actively traded in the united states . wilshire established an early reputation by creating the first asset liability model for pension funds in the 1970s ten years before actuarial and accounting firms began to adopt this technology . wilshire was also among the first to produce investment management tools to create index funds optimize portfolios construct bond portfolios and measure performance . in 1981 wilshire launched its investment consulting business to address the needs of the plan sponsor community providing support for the pensions investment professionals . also in the early 1980s wilshire began to develop its own investment products . in the late 1980s and early 1990s wilshire began to expand its investment activities into private market investments creating a series of private equity and venture capital product offerings . in 2003 wilshire was targeted by new york state attorney general eliot spitzer in connection to its trading practices as part of a wide ranging 2003 investigation of mutual funds . 3 4 business lines edit wilshire operates from four main business units . wilshire analytics edit wilshire s analytics division provides the firm s investment technology products including desktop applications for investment managers . the wilshire quantum series is wilshire analytics family of software for investment accounting performance measurement performance attribution risk management portfolio optimization trade order management and other marketing and client servicing support for multi currency portfolios . wilshire consulting edit wilshire s consulting division provides investment consulting services including asset allocation investment structure manager search and performance measurement to public and corporate pension funds endowments foundations and insurance companies . wilshire provides consulting services to more than 125 clients with total assets in excess of 1 trillion . wilshire funds management edit wilshire funds management provides customized hedge fund of funds solutions for third party intermediaries servicing retail and institutional investors . wilshire supports its clients distribution of various white label investment products acting as an investment advisor or sub advisor and develops customized products for these clients . wilshire also provides proprietary manager research capabilities . among the white label investment products that wilshire offers are risk based portfolios ; target maturity portfolios ; multi manager portfolios ; global equity and fixed income portfolios ; and global tactical asset allocation overlay portfolios . wilshire private markets edit wilshire s private markets division manages in excess of 6.5 billion across a range of fund of funds vehicles dedicated to private equity and venture capital funds . wilshire often structures its investment mandates to meet specific objectives . wilshire s attempts to select top quartile partnership private equity managers using top down research a forward calendar to identify top tier general partners rigorous due diligence of fund commitments and active portfolio monitoring . see also edit wilshire 5000 wilshire 4500 references edit the wilshire returns wilshire associates to market the original wilshire 5000 index . reuters april 1 2009 http www.wilshire.com aboutus contact wilshire associates used rapid mutual fund trades . los angeles times september 23 2003 the great fund ripoff . money september 22 2003 wall st. s rocket scientist . los angeles times june 20 1999 external links edit wilshire associates inc. company website v t e private equity and venture capital basic investment types buyout venture mezzanine growth secondaries equity co investment history history of private equity and venture capital early history of private equity private equity in the 1980s private equity in the 1990s private equity in the 2000s terms and concepts buyout financial sponsor management buyout divisional buyout buy sell agreement leveraged recapitalization dividend recapitalization venture angel investor business incubator post money valuation pre money valuation seed money startup company venture capital financing venture debt venture round structure private equity firms and funds limited partnership limited liability company carried interest management fee publicly traded private equity business development company venture capital trust private investment in public equity pipe pledge fund investors corporations institutional investors pension funds insurance companies fund of funds endowments foundations investment banks merchant banks commercial banks high net worth individuals family offices sovereign wealth funds crowdfunding related financial terms aum cap table capital call capital commitment capital structure distribution waterfall ebitda envy ratio high yield debt ipo irr leverage liquidation preference m & a pme taxation of private equity and hedge funds undercapitalization vintage year private equity and venture capital investors private equity firms venture capital firms angel investors portfolio companies retrieved from https en.wikipedia.org w index.php title wilshire associates & oldid 743513461 categories companies established in 1972companies based in los angelesprivate equity firms of the united statesinvestment management companies of the united statesdennis tito navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 10 october 2016 at 00 36 . text is available under the creative commons attribution sharealike license ; 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