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Research & Commentary

Thought leadership and views from our experts

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Featured Commentary

Wilshire Weekly Market Report
October 27, 2025

Wilshire Weekly Market Report

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

Managing Risk, in Uncertain Times: The Energy Transition

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

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.

Latest Commentary

Wilshire Weekly Market Report
October 27, 2025

Wilshire Weekly Market Report

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

Managing Risk, in Uncertain Times: The Energy Transition

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

Identifying Your Star Striker

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

Investment Research
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.

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

Wilshire Quarterly Market Commentary — Third Quarter 2025

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

Secondaries Reimagined: From Liquidity to Strategic Edge

The Strategic Power of Secondaries

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

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

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

Risk Budgeting, Part II: A Case for Risk Budgeting

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

Monthly Market Commentary

August 2025

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

Wilshire Quarterly Alternatives Commentary - Second Quarter 2025

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

Tax-Aware Investing in the OBBBA Era

Safeguarding Endowment Sustainability

Investment Research
Wilshire Investment Strategy Update
August 7, 2025

Wilshire Investment Strategy Update

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

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
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