Christopher Shelby, Cfa Email & Phone Number

Pittsburgh, Pennsylvania

•Perform investment manager research and analysis for clients including equity, fixed income, and various alternative asset classes•Construct and present asset allocation and investment structure recommendations that identify optimal mix of risk and return using financial securities•Contribute to Asset Liability Valuation studies•Support client relationships in day-to-day client service requests as well as presenting monthly capital market reports and monthly/quarterly performance reporting•Create and maintain attribution models to evaluate client portfolio performance by breaking out the contributions of manager performance, benchmark mismatch, total plan policy mix, and trading to total portfolio performance•Develop educational asset class specific presentations for Wilshire clients•In the analyst role: Conduct monthly and quarterly performance analysis for various corporate, public, foundation, and endowment clients that range in total assets from under $100 million to over $10 billion•Experienced user of Wilshire analytical tools including Compass, Atlas, and Axiom

Derivative Operations