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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

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

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

Wilshire Weekly Market Report — October 3, 2025
October 6, 2025

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

Secondaries Reimagined: From Liquidity to Strategic Edge
October 1, 2025

The Strategic Power of Secondaries

Latest Commentary

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

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

Investment Research
Wilshire Weekly Market Report — October 3, 2025
October 6, 2025

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

Quarterly Commentary
Secondaries Reimagined: From Liquidity to Strategic Edge
October 1, 2025

The Strategic Power of Secondaries

Investment Research
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

Investment Research
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?

Investment Research
Monthly Market Commentary
September 3, 2025

August 2025

Monthly Commentary
Wilshire Quarterly Alternatives Commentary - Second Quarter 2025
August 26, 2025

Investment Research
Tax-Aware Investing in the OBBBA Era
August 25, 2025

Safeguarding Endowment Sustainability

Investment Research
Wilshire Investment Strategy Update
August 7, 2025

For a comprehensive overview of our 2025 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, please read our Third Quarter Investment Strategy Update.

Quarterly Commentary
Alternatives 2025 Mid-year Outlook
July 22, 2025

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

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

The Strategic Edge of Alternative Yield Investments

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

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

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

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

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

May 2025

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

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

Quarterly Commentary
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