Anthony Wicklund

About Anthony Wicklund

Tony Wicklund is a Managing Director and Portfolio Manager within the Investment Solutions team at Wilshire, where he is responsible for creating and managing customized investment solutions across both traditional and hedge fund manager-of-manager product designs. Tony is a member of the Investment Committee, the Investment Strategy Committee, the Asset Allocation Committee and the Alternatives Oversight Committee. He brings two decades of experience as an investment professional, including investment consulting, strategic and dynamic asset allocation, portfolio construction, and hedge fund manager investment due diligence and operational due diligence.Tony 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. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and was a long-standing member of the CAIA Southwest Executive Committee. Tony is also a member of the CFA Society of Los Angeles, CFA Institute, and CAIA Association.Specialties- Investment product design and management, with a focus on target risk, target date, thematic & other outcome-oriented products as well as customized hedge fund and \"Liquid Alts\" solutions- Manager research including conducting investment and operational due diligence reviews of scores of investment managers- Portfolio management, including mean variance optimization, asset-liability management, & manager structure analysis- Product management, with a focus on target date/target risk, income-oriented solutions, real assets and other outcome-oriented investment solutions- Extensive public speaking at conferences and national financial advisor conference calls

Experience

1. Managing Director, Portfolio Manager

   Wilshire

   Dec 2017 — Present · Santa Monica, CA, US

   Manages $65+ billion in customized investment portfolios for financial intermediaries, such as broker/dealers, insurance companies, asset managers and RIAs.• Designs and serves as lead portfolio manager for a variety of investment solutions, such as traditional multi-manager portfolios, including target-risk, target-date, and thematic as well as managing various portfolios that utilize alternative investments, such as liquid alternatives and hedge funds. Responsible for asset allocation, manager selection, portfolio construction, and risk monitoring.• Voting member of various Wilshire committees, including the Investment Committee, Investment Strategy Committee, Asset Allocation Committee, Alternatives Oversight Committee and the Trading & Brokerage Committee.• Develops and manages attractive, customized multi-manager investment products/solutions for various financial intermediaries.• Performs on-site due diligence reviews on investment managers across various legal structures, investment styles and underlying asset types.• Participates in both traditional and alternative investment manager due diligence meetings

Education

• USC Marshall School of Business

  MBA, Investments & Financial Markets

  2001 — 2003

• University of Oregon Lundquist College of Business

  B.S., Business Administration and Management, General

  1995 — 1997