Investment Partner

Wilshire Advisors

Institutional expertise, technology and managed-account solutions for over 50 years

For over 50 years, Wilshire has combined institutional expertise with technology, data, and innovation to help investors, financial intermediaries, and asset managers improve investment outcomes. The firm partners with more than 300 institutional investors and financial intermediaries globally across wealth management, retirement, alternatives, and analytics.

Wilshire’s relationship with Bridgewater spans more than two decades, during which Wilshire has launched over 100 commingled and dedicated managed accounts as part of its institutional solutions business.

Relationship with Oak Hill

Wilshire manages the account through which the Oak Hill Wilshire Bridgewater Managed Alpha Fund accesses Bridgewater’s Pure Alpha strategy, combining Bridgewater’s systematic macro expertise with Wilshire’s managed-account infrastructure.

Oak Hill takes a selective, partnership-driven approach — each relationship is chosen to bring Canadian investors a differentiated, institutional-calibre strategy.

Oak Hill funds with Wilshire Advisors