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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Weekly Market Report — July 19, 2024
July 22, 2024

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

2024 Mid-Year Fiduciary Update for Defined Contribution Plan Sponsors
July 8, 2024

Wilshire Market Commentary - Second Quarter 2024
July 1, 2024

2024 Report on Corporate Pensions:  Funding Levels and Asset Allocations
June 12, 2024

Latest 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
Quarterly Market Commentary Q1 2023
April 3, 2023

Quarterly Commentary
Wilshire Liquid Alternatives Industry Monitor - Q4 2022
February 9, 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 Investment Strategy Update - First Quarter 2023
February 9, 2023

In this quarter’s Investment Strategy Update, we evaluate the recent slowing in economic growth, discuss monetary policy, the potential path of inflation, and the impact on our outlook for fixed income given the recent correction in the valuations of corporate credit.

Quarterly Commentary
US Corporate Pension Plans Funding Status January 2023
February 7, 2023

Monthly Commentary
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