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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Weekly Market Report — September 12, 2025
September 15, 2025

Report on City and County Retirement Systems: Funding Levels and Asset Allocations
September 11, 2025

Progress Toward Retirement Security: Wilshire’s 2025 City & County Pension Report

Risk Budgeting, Part II: A Case for Risk Budgeting
September 9, 2025

Savvy investors take an intentional approach to balancing portfolio risk with desired returns. What are the benefits of active risk budgeting and the consequences of unintended risks?

Monthly Market Commentary
September 3, 2025

August 2025

Latest Commentary

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2024
February 19, 2025

Investment Research
Asset Allocation Return & Risk Assumptions
January 30, 2025

Investment Research
Wilshire Alternatives 2025 Outlook
January 9, 2025

Investment Research
Wilshire Quarterly Market Commentary — Fourth Quarter 2024
January 6, 2025

Quarterly Commentary
Wilshire Quarterly Alternatives Commentary - Third Quarter 2024
November 21, 2024

Investment Research
Dominating the Midfield – Strategies for Non-profit Investments
October 22, 2024

In today's market, non-profits thoughtfully consider which areas of the credit market can deliver stable, attractive returns with low risk and correlations to equities. At Wilshire, we believe in the power of a strong midfield, taking inspiration from Spain’s midfield mastery in the World Cup.

Investment Research
Wilshire Quarterly Market Commentary — Third Quarter 2024
October 1, 2024

Quarterly Commentary
The Role of Annuities in Defined Contribution Retirement Plans
September 17, 2024

The transition from DB to DC retirement plans has heightened the necessity of optimizing the decumulation phase for retirees.

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

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

Investment Research
2024 Report on City & County Retirement Systems: Funding Levels and Asset Allocations
August 27, 2024

Investment Research
Wilshire Quarterly Alternatives Commentary - Second Quarter 2024
August 15, 2024

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

Investment Research
Wilshire Market Commentary - Second Quarter 2024
July 1, 2024

Quarterly Commentary
2023 Diversity, Equity and Inclusion (DEI) and Diverse-Owned Manager Initiative
June 21, 2024

Joanna Bewick, Managing Director and Portfolio Manager, Investment Solutions, shares Wilshire’s annual Diverse-Owned Manager Initiative results.

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

Investment Research
Wilshire Liquid Alternatives Industry Monitor - First Quarter 2024
June 11, 2024

Monthly Commentary
Wilshire Diversity, Equity and Inclusion (DEI) and Diverse-Owned Manager Initiative
June 5, 2024

Wilshire believes that diversity in all its forms leads to better business outcomes. As such, greater transparency on diversity, equity and inclusion (DEI) is foundational to informed decision-making by both internal and external stakeholders.

Investment Research
Dominating the Midfield and Making an Impact
June 4, 2024

Examining non-profit portfolio strategies around private credit allocations and impact investing.

Investment Research
Wilshire Quarterly Alternatives Commentary - First Quarter 2024
May 20, 2024

Investment Research
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