"iQuantum is a breakthrough product for financial advisors who want to maximize their client's investment returns while ensuring that the risks are appropriately managed," said Dennis Tito, Wilshire Associate's founder and chief executive officer. "By developing a first-of-its-kind Web-based product, Wilshire can offer institutional-level analysis and insight at an affordable cost for the investment professional."

"With the launch of iQuantum, Wilshire Associates now delivers the most robust attribution and risk analytics in the investment industry," said Robert Raab, senior managing director of Wilshire Associates. "Because it is Web-based, clients can conveniently tap into iQuantum for fast, efficient, and timely analysis of U.S. equity portfolios from virtually any computer or laptop with Internet access."

Wilshire's multi-factor models serve as the framework for the risk and attribution analysis within iQuantum, allowing advisors to measure exposures to critical market factors and quantify risk and return resulting from portfolio/benchmark differentials. iQuantum identifies factors driving relative performance with timely, powerful return decomposition relative to a benchmark. Clients can evaluate industry and fundamental decisions using factor-based attribution or returns analysis.

iQuantum's risk management tools include the ability to identify sources of total risk and tracking error and to communicate risk characteristics, including VaR (Value at Risk) to consultants, clients, and prospective clients. The application also offers clients access to portfolio fundamentals and characteristics in summary reports and the capability to download and view security-level data on a daily basis.

Priced at $1,000 per month, other iQuantum standard features include: 

• Custom blended benchmarks for equity fund analysis;
• Effortless, automated reporting with convenient email or download options;
• Superior graphics for displaying reports in PDF, HTML, or Microsoft® Excel formats;
• Secure storage and transfer of portfolio data and analytics;
• Comprehensive training and support provided by Wilshire's industry-recognized product specialists.

During the last 30 years Wilshire Associates has introduced many innovations that are now industry standards, including: the first equity market beta, the first integrated asset/liability modeling system, and the most widely used equity and fixed income portfolio optimization systems. 

Demonstrations are available by calling 310/451-3051 or 212/308-9500, or by sending an email to iQ@wilshire.com.

Wilshire Associates is a global leader in providing investment products and services, including investment technology tools, investment consulting, asset management, and mutual fund management to a wide variety of institutional and high net worth investors. Wilshire provides asset management, consulting, and portfolio analytics to more than 400 institutional clients with assets of $1 trillion. The company currently manages $9 billion in equity, fixed income, and private market funds. 

SOURCE: Wilshire Associates