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