Compass Databases

Compass offers one of the most expansive collections of investment data available today. The databases contain over 1,400 market indexes, 4,800 institutional investment manager products, 14,000 mutual funds, and 100 macro economic and technical valuation factors.

The Investment Manager Analysis section Compass provides comprehensive databases and analytical tools which funds can use to build and evaluate manager teams as well as individual managers. The manager databases in Compass include monthly returns and quarterly fundamental characteristics for domestic and international investment manager products.

The Compass manager databases are unique in that they contain holdings-based fundamental characteristics. Wilshire collects and processes actual representative portfolios from equity managers in the database using Wilshire's proprietary equity risk model. The risk model calculates over 70 portfolio characteristics, including style exposures, market capitalization statistics, sector and country allocations, and fundamental characteristics such as price/book, price/earnings, and yield. Wilshire also collects approximately 60 fixed income portfolio characteristics directly from the fixed income managers in the database.

The manager databases also provide in-depth profiles of investment products including information relating to the manager's organization and personnel, their investment process and the firm's resources. Specifically, Wilshire collects over 130 pieces of product and business information such as key professionals, investment process, research sources, investment style, fee schedules and growth of assets and number of accounts. Users have the ability to screen on all of the portfolio characteristics calculated by Wilshire as well as the product and business information collected from the managers.

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