Compass Portal

Wilshire Compass Portal offers investment managers increased exposure and marketing power by making their key performance and relevant qualitative information available to users of Wilshire Compass. Accessed daily by Wilshire Consulting and Wilshire’s manager research group, Wilshire Compass is at the foundation of much of the recommendations formulated at Wilshire Advisors.

Even more important, the information available through Wilshire Compass is accessed by many of the largest plan sponsors and institutional investors in the world as they seek to identify and invest with managers meeting their specific investment criteria. In fact, numerous fund sponsors request that managers are registered and up-to-date in the Wilshire Investment Database as the first step in their due diligence process. As of 12/31/2022, Wilshire’s assets under advisement totaled $1.3 trillion, which includes $83 billion in assets under management.

Registration on Wilshire Compass Portal is Easy and Free
If you are an investment manager and you want your firm, product and performance information included in the Wilshire Investment Database, Wilshire Compass Portal makes it easy.

Wilshire Compass Portal is an online questionnaire that captures historical returns, AUM, representative holdings-level detail and other quantitative performance metrics. Much of this data can easily be uploaded from Microsoft Excel. In addition, Wilshire’s proprietary questionnaire seeks to gain insight into a manager’s process, investment philosophy and key organizational characteristics.