Publications

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

  • Publications

    Private Markets Trends - a quarterly newsletter that discusses the market environment, recent events, performance, and other issues involving private equity.

    Capital Market Review - a quarterly macro-economic indicator newsletter that provides thoughtful insights on the economy and recent performance in the equity, fixed income, alternatives, international, real estate, and other capital markets.

    Hedge Fund Monitor - a quarterly newsletter that provides a current view of hedge fund industry trends and detailed quarterly performance commentary.

    DC Observer - a quarterly newsletter that offers Callan's observations and opinions on a variety of topics pertaining to the defined contribution industry. Each issue is updated with the latest Callan DC Index™ returns.

    Quarterly Performance Data - Callan’s Quarterly Performance Data includes quarterly performance information gathered from our proprietary databases.  Performance data is provided for a variety of time periods which allows you to compare the results of your own funds with our database. We provide domestic and international equity and fixed income performance results, which includes cumulative and calendar year performance, risk/reward scatter charts and risk statistics of the Callan Associates database and capital markets indices on a quarterly basis.

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Featured Research

The Risk Parity Approach to Asset Allocation
Authored by Gregory C. Allen, President and Director of Research

Latest Publications

Quick links to Callan's latest quarterly newsletters:

Contact Us

For more information on the Callan Investments Institute, contact Gina Falsetto or Ray Combs at institute@callan.com.