SANTA MONICA, Calif.--(BUSINESS WIRE)--Aug 21, 2018--Wilshire Associates (“Wilshire”), a leading global, independent investment management, investment consulting and services firm, today announced that Jim Gentleman has rejoined Wilshire Funds Management as a Managing Director. In this role, Gentleman will assist in growing the firm’s presence as a leading provider of multi-asset, retirement and alternative investment solutions with financial intermediaries globally. He will support Wilshire’s efforts to identify and develop solutions around asset allocation advice, model portfolio delivery, manager research outsourcing and alternative investment strategies.

“We are delighted that Jim is rejoining our organization,” said Jason Schwarz, President of Wilshire Funds Management and Wilshire Analytics. “His extensive experience working with financial intermediaries and deep knowledge of the alternatives space will enhance Wilshire’s ability to innovate and deliver a broad range of high impact investment solutions for our clients. I look forward to working closely with Jim across our key disciplines, including asset allocation and manager research, as well as hedge fund managed accounts, liquid alternatives and risk premia.”

Gentleman has more than 20 years of experience in the investment industry, including his prior tenure at Wilshire from 2006 through 2012. He has held senior business development roles at Ibbotson and Aon Hewitt, where he focused on growing each firm’s businesses in the financial intermediary space. Most recently, Gentleman served as Director at Fulcrum Asset Management, marketing their discretionary macro and systematic strategies in the U.S.

“Returning to Wilshire was an easy decision,” said Gentleman. “Over recent years, I have watched the firm’s commitment to developing innovative investment solutions and its leadership in the financial intermediary space grow considerably. I’m excited to return and contribute to the firm’s continued success.”

Gentleman will be based in Chicago and report to Schwarz.

Wilshire Funds Management is Wilshire’s dedicated, stand-alone business unit responsible for developing and delivering a broad range of multi-asset and alternative investment solutions to financial intermediaries globally. Wilshire Funds Management advises on over $185 billion in assets and manages over $50 billion on a discretionary basis (as of June 30, 2018).

About Wilshire Associates

Wilshire Associates, a leading global financial services firm, provides consulting services, analytics solutions and customized investment solutions to plan sponsors, investment managers and financial intermediaries. Its business units include, Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets. The firm was founded in 1972, providing revolutionary technology and acting as an early innovator in the application of investment analytics and research to investment managers in the institutional marketplace. Wilshire also is credited with helping to develop the field of quantitative investment analysis that uses mathematical tools to analyze market risks. All other business units evolved from Wilshire’s strong analytics foundation. Wilshire developed the Wilshire 5000 Total Market Index and became an early innovator in creating integrated asset/liability analysis/simulation models as well as practical models in risk budgeting through beta and active risk analysis. Wilshire has grown to a firm of approximately 270 employees serving the needs of investors around the world. Based in Santa Monica, California, Wilshire provides services to clients in more than 20 countries representing approximately 500 organizations with assets totaling US $9 trillion (Client assets are as represented by Pensions & Investments (P&I), detailed in P&I’s “Largest Retirement Funds” and P&I’s “Largest Money Managers (U.S. institutional tax-exempt assets)” as of 9/30/17 and 12/31/17, and published 2/5/18 and 5/28/18, respectively). With ten offices worldwide, Wilshire Associates and its affiliates are dedicated to providing clients with the highest quality products and services. Wilshire® and Wilshire 5000® are registered service marks of Wilshire Associates Incorporated. Wilshire 5000 Total Market Index℠ is a service mark of Wilshire Associates Incorporated.

Please visit Twitter: @WilshireAssoc

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SOURCE: Wilshire Associates

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PUB: 08/21/2018 09:01 AM/DISC: 08/21/2018 09:01 AM