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Research & Commentary

Thought leadership and views from our experts

Featured Commentary

Wilshire Weekly Market Report — April 11, 2025
April 14, 2025

Wilshire's market dashboard publication covering US and Global asset markets and portfolio returns.

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

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

Risk Budgeting
March 19, 2025

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?

Latest Commentary

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

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

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

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

Investment Research
Wilshire Liquid Alternatives Industry Monitor - First Quarter 2024
June 11, 2024

Monthly Commentary
Wilshire Diversity, Equity and Inclusion (DEI) and Diverse-Owned Manager Initiative
June 5, 2024

Wilshire believes that diversity in all its forms leads to better business outcomes. As such, greater transparency on diversity, equity and inclusion (DEI) is foundational to informed decision-making by both internal and external stakeholders.

Investment Research
Dominating the Midfield and Making an Impact
June 4, 2024

Examining non-profit portfolio strategies around private credit allocations and impact investing.

Investment Research
Wilshire Quarterly Alternatives Commentary - First Quarter 2024
May 20, 2024

Investment Research
2023 Active Management Review
April 15, 2024

Investment Research
Wilshire Market Commentary - First Quarter 2024
April 3, 2024

Quarterly Commentary
The Value of Diversification
March 20, 2024

Investment Research
Wilshire Quarterly Alternatives Commentary Fourth Quarter 2023
March 1, 2024

Investment Research
Wilshire Liquid Alternatives Industry Monitor Fourth Quarter 2023
February 27, 2024

Investment Research
Wilshire Market Commentary Fourth Quarter 2023
January 3, 2024

Quarterly Commentary
2023 Report on City & County Retirement Systems: Funding Levels and Asset Allocations
December 19, 2023

This is Wilshire’s 2023 Report on City & County Retirement Systems: Funding Levels and Asset Allocation, which reports the aggregate funded status of over 100 U.S. city- and county-sponsored defined benefit retirement systems. Wilshire has been compiling these statistics since 1990.

Investment Research
Asia-Pacific Opportunities for Real Estate Divserisification
December 6, 2023

Investment Research
The Future of DC: Personalized Investing
November 28, 2023

The Past, Present and Future of Professionally Managed Portfolios for Defined Contribution Plans

Investment Research
Wilshire Quarterly Alternatives Commentary Third Quarter 2023
November 21, 2023

Investment Research
Wilshire Liquid Alternatives Industry Monitor Third Quarter 2023
November 21, 2023

Investment Research
Wilshire Active Income Portfolios Monthly Commentary
November 14, 2023

Monthly Commentary
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