Wilshire Associates
1299 Ocean Ave., Santa Monica, Calif. 90401; phone: (310) 451-3051
Wilshire Associates provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, real estate, venture capital, LBO, private investment, derivative and GIC manager selection, performance measurement and additional analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, guidance on the hiring of record-keeping service providers and investment education and communications programs for employees. Four professionals work solely on the needs of 401(k) plans.
Of the 95 tax-exempt clients on retainer, 63 are corporate, 26 are public and six are foundation or endowment funds.
There are 12 professional consultants. Fees are payable in both hard and soft dollars.
Tax-exempt retainer clients include California Public Employees, Massachusetts PRIM, Texaco and Goodyear.
Stephen L. Nesbitt is client contact.
Wyatt Investment
Consulting Inc.
345 California St., Suite 1400, San Francisco, Calif. 94104; phone: (415) 986-6568
Wyatt Investment Consulting Inc., a unit of The Wyatt Co., provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, real estate, venture capital, LBO, private investment, derivative and GIC manager selection, performance measurement and analysis.
The firm also offers asset/liability modeling, emerging manager selection, investment manager transition consulting and trustee education.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, investment education and communications programs for employees, investment guidelines and objectives, 404(c) review, and performance monitoring and evaluation. Two professionals work solely on the needs of 401(k) plans.
The firm tracks 24 GIC providers, 2,426 equity mutual funds, 2,556 fixed-income mutual funds and 648 money market mutual funds.
The firm has special expertise in asset/liability modeling, global investment manager selection and performance analysis.
Of the 112 tax-exempt clients on retainer, 56 are corporate, 23 are public, 19 are union and 14 are foundation or endowment funds. The firm also provided services to 37 non-retainer tax-exempt clients during the past year, of which 24 were corporate, four were public, six were union and three were foundation or endowment funds.
There are 28 professional consultants. Fees are payable in hard dollars.
Mark W. Scott is client contact.
Yanni Bilkey Investment
Consulting Co.
2500 Grant Building, Pittsburgh, Pa. 15219; phone: (412) 232-1000
Yanni Bilkey Investment Consulting Co. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, real estate, venture capital, private investment, derivative and GIC manager selection, performance measurement and additional analysis.
The firm also offers asset/liability analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, guidance on the hiring of record-keeping service providers and investment education and communications programs for employees.
The firm tracks 43 GIC providers, 366 equity mutual funds, 64 fixed-income mutual funds and 200 money market mutual funds.
The firm has special expertise in health care.
The firm provides the GRID and CA$H statistical database services to the investment management industry.
Of the 150 tax-exempt clients on retainer, 45 are corporate, 11 are public, eight are union, 26 are foundation or endowment funds and 60 others. The firm also provided services to seven non-retainer tax-exempt clients during the past year, of which two were corporate, three were public, one was union and one was a foundation or endowment fund.
There are 10 professional consultants. Fees are payable in both hard and soft dollars.
Tax-exempt retainer clients include Coopers & Lybrand, Unihealth America, Duquesne Light and Carpenters of Western Pennsylvania.
James E. Yanni and Terry Bilkey are client contacts.
