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Wilshire Associates

also referred to as: wilshire

includes Wilshire Funds Management

9 statements across 5 episodes · 2 bullish · 5 bearish · 5 people on the record · first statement Sep 4, 2017 by Jim Dunn · said 76 times in 6 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Jim Dunn (27), Ted Seides (21), Steve Nesbitt (9), Roz Hewsenian (8), Julia Bonafede (6), Karyn Williams (3), Blythe Masters (1)

tap a year for its mentions
0013125220172018201920202021202220232024episodesmentions
01220172018201920202021202220232024episodes it came up in
0013125220172018201920202021202220232024episodesmentions per episode
2024 14 mentions in 2 episodes 7 per episode
2021 22 mentions in 1 episode
2020 8 mentions in 1 episode
2018 17 mentions in 1 episode
2017 15 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Wilshire Associates, oldest first

Sep 4, 2017 negative
Assertion Not checkable as stated
Dunn: Wake Forest trustees voted to hire Bernie Madoff in blind test
“So I gave them this big Wilshire book of 400 pages. It had this strategy, and I said, this is the kind of book that you typically get from a consultant. And it was a manager that was on the board of NASDAQ, and he was doing this and that. Eight billion dollars…”
Jim Dunn Sep 4, 2017 ▶ 22:47 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 negative
Opinion
Dunn: Manager research differences between Mercer and Wilshire provide little differentiated value
“The difference between Mercer and Wilshire's manager research, I don't think it's that, that valuable. Asset allocation, for the most part, everyone uses the same modern portfolio theory.”
Jim Dunn Sep 4, 2017 ▶ 44:10 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 positive
Insight
Dunn: Investors only control fees and risk, not returns
“You can control two things, fees and risk. You can't control return. So every committee that comes in and says we want an eight percent return is starting with the wrong output. Focus on the inputs.”
Jim Dunn Sep 4, 2017 ▶ 26:57 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 neutral
Insight
Dunn: Institutional CIO roles are largely ceremonial people-management positions
“As CIO, your role is pretty ceremonial, right? You're basically trying to put fires out and, you know, deal with people. Less about asset allocation. You've got portfolio managers do that and analysts.”
Jim Dunn Sep 4, 2017 ▶ 16:26 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Aug 6, 2018
Assertion Partly supported
CalPERS indexed significant assets to the Wilshire 5000 upon Wilshire's recommendation
“From a cost standpoint and from a volume standpoint, CalPERS at Wilshire's recommendation has a significant portion of its assets indexed to the Wilshire 5000 stock index.”
Roz Hewsenian Aug 6, 2018 ▶ 24:10 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
Nov 9, 2020 negative
Insight
Williams: Mean-variance optimization is a conceptual framework, not a direct tool
“Really surprised that the mean variance optimization framework was applied directly and simply. Like, even from early days, it didn't make sense to me that these concepts, really, the point was to say something about how risk should be perceived, that it's sys…”
Karyn Williams Nov 9, 2020 ▶ 11:14 Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Nov 9, 2020 negative
Insight
Williams: Granular trading risk models are a bad fit for institutional allocators
“Well, that's helpful to someone who's trading A portfolio, say, of a number of stocks and bonds, multi-asset class, we brought those models to institutional investors, but that's not at all the right way to approach the problem. They have different purposes. S…”
Karyn Williams Nov 9, 2020 ▶ 21:28 Karyn Williams – Measuring Risk Practically at Hightree Advisors (Capital Allocators, EP.163)
Mar 25, 2024 bearish
Opinion
Masters: The traditional 60/40 portfolio allocation model is no longer viable
“The ability to connect new product into that ecosystem as the sort of traditional portfolio allocation model is being ripped up and thought about the 60 40 thing isn't going to fly any longer. And what is it going to look like? We're not totally sure yet, but …”
Blythe Masters Mar 25, 2024 ▶ 46:10 Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Oct 7, 2024 positive
Insight
Nesbitt: Asset allocation determines returns more than manager selection
“Success there was on the premise that we spend 90% of our time on manager selection, but really it's asset allocation that's going to determine returns.”
Steve Nesbitt Oct 7, 2024 ▶ 7:59 Stephen Nesbitt – Innovation in Private Markets for RIAs (EP.410)
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