Wilshire Adds Qualitative Evaluations to Compass Monitor

June 18, 2012 (PLANSPONSOR.com) - Wilshire Associates Incorporated added qualitative evaluations to Wilshire Compass Monitor, the firm's PC-based fund management and consulting tool.

Qualitative evaluations for more than 1,600 institutional investment strategies are available through the tool. Users can also formulate investment policy and implement strategies, monitor and evaluate asset class and total fund performance and risk, develop asset allocation and rebalancing recommendations, select and evaluate investment managers and analyze and optimize manager teams.

“This new product continues to expand upon the investment technology services available via Wilshire Compass and permits those fund sponsors that would like to further leverage off the work Wilshire is doing and combine it with their in-house investment expertise,” said Julia Bonafede, president of Wilshire Consulting.

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MFS Unveils New Brand Positioning

June 18, 2012 (PLANSPONSOR.com) - MFS Investment Management unveiled its new brand positioning, Building Better Insights.

To implement its rebranding, the firm is opening investment research offices in Hong Kong and São Paulo, establishing its first independent institutional sales office in Australia, expanding its market and investment commentary materials for clients, and enhancing its website.

The updated website will have a new universal landing page offering access to MFS’ market insights and commentary, and a “carousel” feature that delivers and rotates additional content from within a single page. It will also feature MFS’ new corporate logo, “infinite M,” which is a multidimensional shape with several pieces coming together to form a whole.

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