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.

School of fish swimming together in the ocean

Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Weekly Market Report
October 27, 2025

Managing Risk, in Uncertain Times: The Energy Transition
October 22, 2025

For investors, the transition to a low carbon economy represents a structural change that will affect portfolios. While the path and speed of the transition remain unknown, Wilshire seeks to provide clients with insight into how their portfolios may be impacted.

Identifying Your Star Striker
October 9, 2025

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

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.

Latest Commentary

Wilshire Weekly Market Report
October 27, 2025

Weekly Commentary
Managing Risk, in Uncertain Times: The Energy Transition
October 22, 2025

For investors, the transition to a low carbon economy represents a structural change that will affect portfolios. While the path and speed of the transition remain unknown, Wilshire seeks to provide clients with insight into how their portfolios may be impacted.

Investment Research
Identifying Your Star Striker
October 9, 2025

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

Investment Research
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 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
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.

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