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Wilshire Vit Global Allocation Fund (0P00003CZ3)
Lisää salkkuun / Poista salkusta
Lisää salkkuun
19,080
+0,130
+0,69%
07/11 - Tieto myöhässä. Valuutta USD
Tyyppi:
Rahasto
Markkinat:
Yhdysvallat
Liikkeeseenlaskija:
Wilshire Mutual Funds
Omaisuusluokka:
Osake
- Morningstar-luokitus:
- Pääoma yhteensä: 492,01M
Wilshire VIT Global Allocation Fund
19,080
+0,130
+0,69%
0P00003CZ3 - yleiskatsaus
Tältä sivulta löytyy syväluotaava Wilshire Vit Global Allocation Fund-profiili. Saat lisätietoja 0P00003CZ3-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Yhteystiedot
Osoite
1299 Ocean Avenue, Suite 700
King Of Prussia,PA 19406
United States
King Of Prussia,PA 19406
United States
Puhelin
+1 8882006796
Verkko
www.advisor.wilshire.com
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Suehyun Kim | Vice President | 2019 | now |
| Elämäkerta | Suehyun Kim is a vice president of Wilshire Associates and portfolio manager within Wilshire Funds Management. Ms. Kim has over 19 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for financial intermediary clients. Prior to joining Wilshire Associates, Ms. Kim was an investment director at Cetera Financial Group, head of manager research for Cetera Investment Management, and a voting member of the Investment Committee. Previously, Ms. Kim worked as an investment analyst at Morgan Stanley Asset Management in domestic equity, then with Millgate Capital, a long/short fund focused on international equities. Ms. Kim earned her BA in liberal arts, with a major in economics, from Columbia College, Columbia University, and an MBA with a dual specialization in financial instruments and entertainment/media/technology from New York University’s Stern School of Business. Ms. Kim is a member of the New York Society of Security Analysts, 100 Women in Finance, and the Junior League of Los Angeles. | ||
| Josh Emanuel | Managing Director | 2017 | now |
| Elämäkerta | Josh Emanuel, a managing director of Wilshire Associates, and chief investment officer for Wilshire Funds Management, joined Wilshire Associates in 2015. In his role as CIO, Mr. Emanuel leads the investment activities of Wilshire Funds Management, including asset allocation, manager research, portfolio management, and investment research. Mr. Emanuel also chairs the Wilshire Funds Management Investment Committee. From 2010 to May 2015, Mr. Emanuel served as chief investment officer of The Elements Financial Group, LLC (TEG), where he developed and managed a variety of outcome-oriented investment strategies and exchange traded funds. Mr. Emanuel also codeveloped an innovative technology solution which provides volatility-based risk profiling, risk budgeting, and compliance services to financial advisors and institutions. Prior to his tenure at TEG, Mr. Emanuel served in several roles at Wilshire from 2004-2010, including head of manager research, head of strategy for Wilshire Funds Management, and co-chairman of the Wilshire Funds Management Investment Committee. Prior to 2004, Mr. Emanuel was responsible for international manager research for Jeffrey Slocum & Associates, Inc. Mr. Emanuel has a BA in Finance from the University of Pittsburgh and holds the Chartered Financial Analyst designation. | ||
| Anthony Wicklund | Portfolio Manager | 2017 | now |
| Elämäkerta | Tony Wicklund is a managing director of Wilshire Associates and a portfolio manager with Wilshire Funds Management. Mr. Wicklund has over 17 years of industry experience and is a portfolio manager for multi-manager portfolios, including target-risk, target-date, and alternative portfolios for a range of financial intermediary clients. Prior to joining Wilshire Associates in 2013, Mr. Wicklund was the director of risk management at Convergent Wealth Advisors, where he led the firm’s investment risk management and operational due diligence efforts. Additionally, he served as chairman of the firm’s Risk Management Oversight Committee and was a voting member of the Investment Committee. Previously, Mr. Wicklund was a senior analyst at Pacific Seafood where he evaluated acquisition targets, coordinated the integration of acquired companies, and performed internal operational audits and capital expenditure analyses. Mr. Wicklund earned his BS in business administration, with a concentration in finance from the University of Oregon. He also holds an MBA from the Marshall School of Business, University of Southern California, with a concentration in investments and financial markets. Mr. Wicklund holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations, and is a member of CFA Society Los Angeles, CFA Institute, and the CAIA Association. | ||
| Nathan R. Palmer | Vice President | 2016 | now |
| Elämäkerta | Nathan Palmer is a managing director of Wilshire Associates and heads Wilshire Funds Management’s Portfolio Management Group. Mr. Palmer has more than 20 years of industry experience and is responsible for creating multi-asset class, multi-manager investment solutions for financial intermediary clients. He is the Chair of Wilshire Funds Management’s Investment Committee and Retirement Oversight Committee. Prior to joining Wilshire Associates, Mr. Palmer provided investment advice to endowment, foundation, and family office clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology and for the defined benefit and defined contribution retirement assets at Intel Corporation. Mr. Palmer began his career as a securities analyst, where he published equity research on the technology, media, and telecom industries. Mr. Palmer graduated phi beta kappa and cum laude from the University of Washington with a BA in business administration. He holds an MBA with High Distinction from the Stern School of Business, New York University, graduating as an Armando John Garville Memorial Scholar. Mr. Palmer holds the Chartered Financial Analyst® designation and is an active member of CFA Institute and CFA Society Los Angeles. | ||
| Elizabeth Yakes | Portfolio Manager | 2017 | 2018 |
| Elämäkerta | Liz Yakes is a vice president of Wilshire Associates and a member of Wilshire Funds Management’s portfolio management group. Prior to joining Wilshire Associates in 2012, Ms. Yakes worked as a senior consultant at Ernst & Young supporting credit risk regulatory compliance initiatives for banking and capital markets clients. Ms. Yakes earned a BS in industrial engineering and a BS in integrated business and engineering from Lehigh University. She also holds an MBA from the Marshall School of Business, University of Southern California. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles. | ||
| Robert Noe | Head | 2016 | 2017 |
| Elämäkerta | Rob Noe is a vice president of Wilshire Associates and is the head of Wilshire’s Manager Research Group. Mr. Noe joined Wilshire Associates in 2011. Mr. Noe chairs the firm’s Manager Research Oversight Committee, is a voting member of Wilshire Funds Management’s Investment Committee, and leads the overall team responsible for the due diligence, rating, and recommendation of investment managers. His research efforts are focused on global and emerging market equity. Prior to joining Wilshire Associates, Mr. Noe worked as an investment analyst and consultant with Aon Hewitt and EnnisKnupp. At Aon Hewitt, Mr. Noe was a senior member of the Investment Manager Research Group, with a focus on global and international equity managers. Mr. Noe began his career in the public pension plan space as an analyst with the Illinois Municipal Retirement Fund and the Illinois Teachers’ Retirement System. Mr. Noe earned his BS in business finance from Eastern Illinois University, with a minor in economics. He holds the Chartered Financial Analyst designation. | ||
| B. Scott Minerd | Chairman | 2014 | 2016 |
| Elämäkerta | B. Scott Minerd, Chairman, Global Chief Investment Officer, Managing Partner and Portfolio Manager of Guggenheim Partners. Mr. Minerd joined Guggenheim Partners (or its affiliate or predecessor) in May 1998. Mr. Minerd leads Guggenheim Partners' research on global macroeconomics and guides the firm’s investment strategies.Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units. Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse. Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC, where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania. | ||
| Anne Bookwalter Walsh | Senior Managing Director | 2014 | 2016 |
| Elämäkerta | Anne B. Walsh, Chief Investment Officer, Fixed Income, Senior Managing Director and Portfolio Manager of Guggenheim Partners. Ms. Walsh joined Guggenheim Partners (or its affiliate or predecessor) in 2007 is also the head of the Portfolio Construction Group and Portfolio Management. She oversees more than $185 billion in fixed-income investments including Agencies, Credit, Municipals, and Structured Securities. She is responsible for portfolio design, strategy, sector allocation and risk management, as well as conveying Guggenheim Partners' macroeconomic outlook to Portfolio Managers and fixed income Sector Specialists. Ms. Walsh specializes in liability-driven portfolio management. Prior to joining Guggenheim Partners, she served as Chief Investment Officer at Reinsurance Group of America, and also held roles at Zurich Scudder Investments, Lincoln Investment Management and American Bankers Insurance Group. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Walsh received her BSBA and MBA from Auburn University and her J.D. from the University of Miami School of Law. | ||
| James W. Michal | Vice President | 2014 | 2016 |
| Elämäkerta | Mr. Michal joined Guggenheim in 2008. He manages the Firm’s portfolio management team dedicated to Active Fixed Income and Total Return mandates. Mr. Michal is responsible for implementing macro investment themes of the Global Chief Investment Officer and Assistant Chief Investment Officers, coordinating with sector heads and traders to determine credit trends and relative value, and for the day-to-day risk monitoring of the portfolios. In addition, he also works closely with Risk Management and the Portfolio Construction team to highlight interest rate and spread risk trends. Prior to joining Guggenheim, he was an Associate in Wachovia’s structured finance division. He focused on origination, marketing, structuring and execution of collateralized loan obligations for two years. Prior to his time in structured credit products, he was an analyst in Wachovia's corporate credit division focusing on portfolio management and loan syndications. Mr. Michal earned a BSBA in Finance and International Business from Georgetown University. | ||
| Steven H. Brown | Vice President and Portfolio Manager | 2014 | 2016 |
| Elämäkerta | Steve Brown, Senior Managing Director and Portfolio Manager of Guggenheim Partners and Senior Managing Director and Portfolio Manager of Security Investors. He has co-managed Series E since 2016. Mr. Brown joined Guggenheim Investments in 2010 and is a Portfolio Manager for Guggenheim Partners' Active Fixed Income and Total Return mandates. He works with the Chief Investment Officers and other members of the Portfolio Management team to develop and execute portfolio strategy. Additionally, he works closely with the Sector Teams and Portfolio Construction Group. Prior to joining Portfolio Management in 2012, Brown worked in Guggenheim Partners' Asset Backed Securities group. His responsibilities on that team included trading and evaluating investment opportunities and monitoring credit performance. Prior to joining Guggenheim Partners in 2010, Mr. Brown held roles within structured products at ABN AMRO and Bank of America in Chicago and London. He has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute. | ||
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