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Research & Commentary

Thought leadership and views from our experts

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Featured Commentary

Wilshire Weekly Market Report
February 16, 2026

Wilshire Weekly Market Report

Wilshire Investment Strategy Update
February 12, 2026

Wilshire Investment Strategy Update

For a comprehensive overview of our 2026 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, please read our First Quarter Investment Strategy Update.

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2025
February 10, 2026

Wilshire Quarterly Alternatives Commentary - Fourth Quarter 2025

Asset Allocation Return & Risk Assumptions
January 29, 2026

Asset Allocation Return & Risk Assumptions

Latest Commentary

Alternatives 2025 Mid-year Outlook
July 22, 2025

Alternatives 2025 Mid-year Outlook

How have policy-driven volatility and global economic shifts affected alternatives strategies in the first half of 2025?

Investment Research
Wilshire Quarterly Market Commentary — Second Quarter 2025
July 1, 2025

Wilshire Quarterly Market Commentary — Second Quarter 2025

Quarterly Commentary
Rethinking Risk: The Strategic Edge of Alternative Yield Investments
June 30, 2025

Rethinking Risk: The Strategic Edge of Alternative Yield Investments

The Strategic Edge of Alternative Yield Investments

Investment Research
Report on Corporate Pensions: Funding Levels and Asset Allocations
June 12, 2025

Report on Corporate Pensions: Funding Levels and Asset Allocations

Investment Research
Complexity vs. Simplicity: Affirming the Power of Diverse Portfolios
June 10, 2025

Complexity vs. Simplicity: Affirming the Power of Diverse Portfolios

Is a simple 60/40 portfolio truly the best bet? Discover why diversification still matters.

Investment Research
Objective Measure of a Key Investment and Economic Statistic
June 5, 2025

Objective Measure of a Key Investment and Economic Statistic

The yield on a 10-year U.S. Treasury bond is often thought to be a bellwether statistic for the U.S. economy and investing environment.‍

Investment Research
Wilshire Quarterly Alternatives Commentary - First Quarter 2025
May 20, 2025

Wilshire Quarterly Alternatives Commentary - First Quarter 2025

Investment Research
The Critical Role of Diversification in Public Pension Portfolios
May 7, 2025

The Critical Role of Diversification in Public Pension Portfolios

May 2025

Investment Research
2025 Report on State Retirement Systems: Funding Levels and Asset Allocations
April 3, 2025

2025 Report on State Retirement Systems: Funding Levels and Asset Allocations

Investment Research
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
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
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