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Categories: Defined Contribution

March 9, 2022
Capital Markets Assumptions and the Future
CEO and Chief Research Officer Greg Allen and Senior Vice President Julia Moriarty analyze how Callan's capital markets assumptions have compared to actual returns.
March 1, 2022
DC Plans Continue Laser-Focus on Fees, Exclusive Callan Survey Finds
Jamie McAllister provides a high-level summary of the 2022 DC Trends Survey.
February 25, 2022
Why It Was a Tough 4Q21 for Large Cap Growth Managers
David Wang analyzes the tough market environment for large cap growth investment managers in 4Q21.
February 16, 2022
Risky Business Update: Rising Inflation and Continued Uncertainty Challenge Investors
Julia Moriarty updates Callan's "risky business" model to reflect our latest Capital Markets Assumptions.
February 10, 2022
What’s Next for the Post-Pandemic Economy?
Jay Kloepfer analyzes the U.S. economy in 2021 and provides an outlook for 2022.
January 27, 2022
The Supreme Court Weighs in on Northwestern DC Case
Jana Steele explains the implications of the Supreme Court's Northwestern ruling for DC plan sponsors.
January 25, 2022
DOL Shifts Tone on Private Equity in DC Plans
Patrick Wisdom analyzes the new DOL guidance on the role of private equity in DC plans.
January 24, 2022
Can U.S. Equities Outrun Inflation?
Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.
January 19, 2022
Exclusive Callan Study Analyzes Investment Management Fees Paid by Institutional Investors
Butch Cliff provides the latest update for our proprietary investment management fee study.
January 10, 2022
U.S. Stocks Thrive While Global ex-U.S. Shares Lag; U.S. Fixed Income Flat
Kristin Bradbury analyzes 4Q21 performance for U.S. and global equities and fixed income.
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Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

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