Callan Associates

Research

Callan research is driven by our clients’ needs and is conducted by Callan consultants and specialists, thus ensuring that the topics are insightful, timely, and relevant. Our proprietary databases provide the empirical evidence for the research we conduct.

Our published research is provided through the Callan Investments Institute, the educational division of Callan Associates. The Institute delivers timely research papers, periodicals, statistical surveys, quarterly performance data, and educational summaries and presentations.

Research Papers

Our research papers are written by Callan consultants and specialists on the latest issues and trends facing investors. More

Surveys

Results from extensive nationwide surveys of investment managers and plan sponsors on topics such as:  cost of doing business; defined contribution plan trends; investment manager fees; and investment manager compensation. More

Publications

To update clients on the latest investment information the Published Research Group maintains four quarterly newsletters and provides a quarterly performance statistics data package. More

Educational Programs

The Callan Investments Institute offers education on key investment issues through conferences and regional workshops. Well-known authorities from the fields of investments, politics, economics, and business join Callan and other industry experts in exploring the latest issues currently facing investors. More

Periodic Table of Investment Returns

Callan's comprehensive representation of relative asset class performance over the last 20 years. Key Indices (1990-2009)

The Periodic Table is free and we give our permission for anyone to download, print, and use the Periodic Table in its current form. When you use of the Periodic Table, it may not be changed or altered in any way and must appear exactly as it does in this PDF version. Callan does not make any other versions of this document available for publication, production, or distribution, whatsoever, without exception.

STAR Report

Callan's Style, Trend, Analysis, and Research - "STAR" - Report provides insight into investor trends with a comprehensive view of asset flows across investment products. It provides a rich context for defining a firm’s investment product positioning and marketing strategy. More

The Callan DC Index™

The Callan DC Index™ is an equally weighted index tracking the cash flows and performance of approximately 70 plans, representing more than 800,000 defined contribution participants and over $70 billion in assets. The purpose of the Callan DC Index™ is to understand the asset allocation of defined contribution plans, track defined contribution fund flows, and measure the performance of defined contribution plans. This Index is updated quarterly and reflects 401(k) plans as well as other types of defined contribution plans. More

Callan Insights

Callan Insights is an online service that provides up-to-date news on the institutional investment management community via email. Insights is backed by the research resources of Callan Associates. More