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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Weekly Market Report — August 30, 2024
September 3, 2024

Wilshire's market dashboard publication covering US and Global asset markets and portfolio returns.

Monthly Market Commentary
September 3, 2024

Growth assets were up and defensive portfolios produced a gain in July as yields fell across most of the maturity spectrum. Volatility was up from June and above its typical level for much of the past six months.

2024 Fiscal Year Report on Endowments and Foundations
September 3, 2024

Wilshire Liquid Alternatives Industry Monitor - Second Quarter 2024
September 3, 2024

Latest Commentary

Wilshire Liquid Alternatives Industry Monitor Fourth Quarter 2023
February 27, 2024

Investment Research
Asset Allocation Return & Risk Assumptions
February 7, 2024

Investment Research
Wilshire Alternatives 2024 Outlook
January 25, 2024

Investment Research
Wilshire Market Commentary Fourth Quarter 2023
January 3, 2024

Quarterly Commentary
2023 Report on City & County Retirement Systems: Funding Levels and Asset Allocations
December 19, 2023

This is Wilshire’s 2023 Report on City & County Retirement Systems: Funding Levels and Asset Allocation, which reports the aggregate funded status of over 100 U.S. city- and county-sponsored defined benefit retirement systems. Wilshire has been compiling these statistics since 1990.

Investment Research
Asia-Pacific Opportunities for Real Estate Divserisification
December 6, 2023

Investment Research
The Future of DC: Personalized Investing
November 28, 2023

The Past, Present and Future of Professionally Managed Portfolios for Defined Contribution Plans

Investment Research
Wilshire Liquid Alternatives Industry Monitor Third Quarter 2023
November 21, 2023

Investment Research
Wilshire Quarterly Alternatives Commentary Third Quarter 2023
November 21, 2023

Investment Research
Wilshire Active Income Portfolios Monthly Commentary
November 14, 2023

Monthly Commentary
Investor’s Guide to Navigating ESG in the Current Environment
October 12, 2023

Investment Research
Wilshire Third Quarter 2023 Market Commentary
October 3, 2023

Quarterly Commentary
Wilshire Quarterly Alternatives Commentary Second Quarter 2023
August 14, 2023

Quarterly Commentary
Wilshire Investment Strategy Update - Third Quarter 2023
August 3, 2023

Quarterly Commentary
2023 Report on Corporate Pensions:  Funding Levels and Asset Allocations
July 31, 2023

Investment Research
Wilshire Quarterly Market Commentary — Second Quarter 2023
July 5, 2023

Quarterly Commentary
Wilshire Liquid Alternatives Industry Monitor - Q1 2023
May 31, 2023

Wilshire's Liquid Alternatives Industry Monitor highlights activity and relevant trends in the liquid alts universe, providing insight into relative performance across strategies.

Quarterly Commentary
Wilshire Quarterly Alternatives Commentary | Q1 2023
May 23, 2023

Quarterly Commentary
Wilshire Investment Strategy Update - Second Quarter 2023
May 8, 2023

It is unclear whether the greater risk facing the U.S. economy is a pending credit crunch or further entrenched inflation. We expect this picture to become increasingly clear over the course of 2023. For our complete 2023 outlook and investment approach, please read our second quarter Investment Strategy Update.

Quarterly Commentary
2023 Report on State Retirement Systems: Funding Levels and Asset Allocations
April 20, 2023

Investment Research
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