|
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.〔(The Wilshire Returns: Wilshire Associates to Market the Original Wilshire 5000 Index ). Reuters, April 1, 2009〕 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.〔http://www.wilshire.com/aboutus/contact〕 ==History== 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.〔(Wilshire Associates Used Rapid Mutual Fund Trades ). ''Los Angeles Times'', September 23, 2003〕〔(The great fund ripoff ). ''Money'', September 22, 2003〕 抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』 ■ウィキペディアで「Wilshire Associates」の詳細全文を読む スポンサード リンク
|