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Compass Product Summary

The Wilshire Compass is a PC-based fund management and consulting tool which combines Wilshire's comprehensive databases with sophisticated investment technology developed at Wilshire over the past 30 years. Compass is unique in that it provides users with the tools necessary to address all aspects of a disciplined investment process in one complete system, including:

  Formulate Investment Policy and Implement Strategies

  Monitor and Evaluate Asset Class and Total Fund Performance and Risk

  Develop Asset Allocation and Rebalancing Recommendations

  Select and Evaluate Investment Managers

  Analyze and Optimize Manager Teams

All Wilshire Compass analytics can be tailored to fit the user's individual investment process. The product is supported by experienced investment professionals who provide user training and consultative support at a level not available with any other investment technology product.

Compass Databases
Market Indexes
(1,400+)
U.S. Equity Products (2,600+)
Non-U.S. Equity Products (860+)
Fixed Income Products (1,350+)
Mutual Funds (15,000+)
Wilshire Research Library

Style Analytics
Holdings-Based
Normal Style
Style Drift
Characteristic Comparison
Fundamental Analysis
Returns-Based
Normal Style
Style Drift
Rolling Style

Qualitative Information
Manager Reports
Performance Reports

Tool Kit Add-In
Life Income Fund Evaluation
Wealth Model

 

 

Return Analytics
Periodic
Cumulative
Periodic/Cumulative
Rolling Return
Rolling Risk
Rolling Correlation
Risk/Return
Histograms

Manager Skill Analytics
Benchmark Fit
Manager Consistency
Rolling Info. Ratio
Cumulative Skill
Rolling Skill
Asset Growth Impact
Up/Down Market Analysis

Universe Rankings
Wilshire Universes
Total Return Rankings
Characteristic Rankings

Attribution Analytics
Holdings-Based
Returns-Based
CAPM

Asset Allocation
Capital Market Assumptions
Optimization
Asset
Surplus
Benchmark
After-tax
Rebalancing Analysis
Strategic
Tactical
Simulation
Distribution of Returns
Distribution of Market Values
Hurdle Rate Analysis
Spending Policy Analysis

Risk Analysis
Risk Budgeting
Downside Risk
Target Shortfall
Value at Risk

Total Fund Analytics
Return vs. Risk
Policy Return vs. Risk
Implementation Return vs. Risk
Fund Performance Rankings
Expected Return vs. Risk

For additional information, please contact:
Marlin D. Pease, CFA
E-mail: mpease@wilshire.com
Phone: (412) 434-1580
Fax: (412) 434-1584

 
 

 

 

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