Categories: Alternatives

June 5, 2018
The often mundane jobs of compliance officers and forensic auditors just got more exciting. Effective Oct. 1, 2017, investment advisers registered with the Securities and Exchange Commission (SEC), with few exceptions, must use a newly expanded Form ADV to report on their businesses. With these changes, this document has become an even more valuable tool for investors and fiduciaries seeking to evaluate their advisers.
May 31, 2018
We at Callan—like you—have been following the development of cryptocurrencies with great interest, as investors are understandably excited by bright, shiny objects with excess return potential.
March 29, 2018
Market volatility spiked in February, coinciding with declines for broad equity and fixed income indices. Callan surveyed leading multi-asset class (MAC) strategy providers to understand how the products reacted in this newly volatile environment.
February 16, 2018
While raw equity beta surged, hedge funds experienced positive but more modest results. Representing a paper portfolio of hedge fund interests without implementation costs, the Credit Suisse Hedge Fund Index (CS HFI) rose 2.3% in the fourth quarter. The median manager in the Callan Hedge Fund-of-Funds Database advanced 1.5%, net of all fees and expenses.
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