IMPORTANT NOTICE: FOR INSTITUTIONAL INVESTORS ONLY

The materials and information contained on this section of our website are intended solely for Institutional Investors, Qualified Purchasers and Accredited Investors (as defined under applicable U.S. securities laws) and Professional Clients and Eligible Counterparties (as defined under MiFID II and the UK FCA rules). The content is not directed to, and may not be used or relied upon by, retail investors in any jurisdiction.

 By clicking, “I Agree” below, you confirm that:

  1. You are an "Institutional Investor" within the meaning of U.S. securities laws (including, but not limited to: a bank, savings and loan association, insurance company, registered investment company, business development company, employee benefit plan, state or municipal government entity, or investment adviser) or a “Professional Client” or “Eligible Counterparty” within the meaning of MiFID II and the UK FCA rules;
  2. You will not distribute or make the contents available to any person that does not meet the above eligibility requirements;
  3. You understand that some of the materials may include hypothetical, targeted or forecasted performance information which are subject to significant risks, assumptions and limitations. Such information is provided for illustrative purposes only and should not be relied upon as a guarantee of future results; and
  4. You acknowledge that you are responsible for independently assessing the information and that it does not constitute investment advice or an offer to sell, or a solicitation of an offer to buy, any securities.

If you are not an eligible investor or do not agree to the above, please select “I Do Not Agree” and you will automatically exit this page.

I agree.I do not agree.
School of fish swimming together in the ocean

Research & Commentary

Thought leadership and views from our experts

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Reset all

Featured Commentary

Wilshire Weekly Market Report — October 10, 2025
October 13, 2025

Wilshire Weekly Market Report — October 10, 2025

Identifying Your Star Striker
October 9, 2025

Identifying Your Star Striker

Why private equity? Why now? How to do it?

2025 Fiscal Year Report on Endowments and Foundations
October 6, 2025

2025 Fiscal Year Report on Endowments and Foundations

Endowments and foundations delivered an 11.12% median return in FY 2025, with stable risk and resilient allocations amid global volatility.

Wilshire Quarterly Market Commentary — Third Quarter 2025
October 1, 2025

Wilshire Quarterly Market Commentary — Third Quarter 2025

Latest Commentary

Wilshire Quarterly Market Commentary — First Quarter 2025
April 2, 2025

Wilshire Quarterly Market Commentary — First Quarter 2025

Quarterly Commentary
Risk Budgeting
March 19, 2025

Risk Budgeting

While often thought of as something to avoid, risk is an inherent aspect of investing. The key question is — how much risk are you willing to take?

Investment Research
The Benefits of Discipline and Diversification
March 14, 2025

The Benefits of Discipline and Diversification

Diversified portfolios are holding up well through 2025’s volatility

Investment Research
2024 Active Management Review
March 5, 2025

2024 Active Management Review

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

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2024

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

Asset Allocation Return & Risk Assumptions

Investment Research
Wilshire Alternatives 2025 Outlook
January 9, 2025

Wilshire Alternatives 2025 Outlook

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

Wilshire Quarterly Market Commentary — Fourth Quarter 2024

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

Wilshire Quarterly Alternatives Commentary - Third Quarter 2024

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

Dominating the Midfield – Strategies for Non-profit Investments

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

Wilshire Quarterly Market Commentary — Third Quarter 2024

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

The Role of Annuities in Defined Contribution Retirement Plans

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

Wilshire Liquid Alternatives Industry Monitor - Second Quarter 2024

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

2024 Fiscal Year Report on Endowments and Foundations

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

2024 Report on City & County Retirement Systems: Funding Levels and Asset Allocations

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

Wilshire Quarterly Alternatives Commentary - Second Quarter 2024

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

2024 Mid-Year Fiduciary Update for Defined Contribution Plan Sponsors

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

Wilshire Market Commentary - Second Quarter 2024

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

2023 Diversity, Equity and Inclusion (DEI) and Diverse-Owned Manager Initiative

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

2024 Report on Corporate Pensions: Funding Levels and Asset Allocations

Investment Research
Sorry, no results found.
We were not able to find a match.
Please try again with different keywords.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Alternative
Digital Asset
Inflation
Crypto-asset
Currency
Commodities
Fixed Income
Equities
Multi-asset

We’re here to help

Wilshire has been applying highly tested theories and approaches to our client solutions since 1981.

Our clients rely on us to improve investment outcomes for a better future.

Contact us
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept