New Risk Analytics Capabilities from Wilshire Omnia Platform

The new Omnia Platform delivers advanced multi-asset class analytics via a centrally-hosted database delivered through a standard web browser.

Wilshire Associates says its new Omnia platform incorporates advanced multi-asset class analytics, and an intuitive user experience meant to streamline the investment decision process with a flexible and scalable platform.

The solution offers security-level risk characteristics and reporting for more than 3 million securities and is designed to help clients maximize returns and mitigate risk, according to Wilshire. Cecilia Loo, president of Wilshire Analytics, adds the solution will help investors “monitor multiple factors with a robust set of analytics that can be accessed quickly, securely and in user-friendly formats that enhance workflow needs.”

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Wilshire Omnia is centrally-hosted and delivered through a standard web browser. It can be accessed on a PC or any web-enabled mobile device, the firm explains, and the platform’s “tiered architecture” allows for “maximum flexibility and superior security features.”

Additional characteristics of Wilshire Omnia include “multi-asset class coverage of global equities and fixed income, as well as commodities, derivatives, FX products, alternatives, and constituent-level drill-down for mutual funds and ETFs; transaction-based, holdings-based or flow-based global performance measurement capabilities; integrated industry-recognized factor models that measure portfolio performance and risk (in absolute terms or versus a benchmark); global factor risk decomposition for cross-asset portfolios and funds; and multi-portfolio views for C-level reporting tools and easy comparison across different portfolio managers.”

More information is at www.wilshire.com/wilshireomnia

Lincoln Launches Video Series for Women

The videos aim to get women involved in financial planning and focus on topics such as choosing the right financial adviser.

Lincoln Financial Group has created a new video series designed to start a dialogue around personal finance issues that women face.

The first installment features three financial planning tips for women from Elizabeth Liechty, who is senior partner and founder of Charter Financial Group, as well as a registered representative of Lincoln Financial Advisors and board member of Lincoln Financial’s WISE (Women Inspiring, Supporting, Educating) Group.

“Our M.O.O.D of America survey found that 48% of women feel comfortable having conversations about their finances versus 54% of their male counterparts,” Liechty says. “We want to get women engaged in financial planning and feel empowered in the process so we can help drive that figure higher.”

In the video, Liechty discusses how to create a financial roadmap, choose the right financial adviser and start financial planning early. She suggests women review spending and saving habits; find advisers through online resources and referrals from friends; and think about the future now to ensure financial goals are met and they are leaving a legacy to the next generation.

The video is available here.

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