Research Library

Callan Institute logo

Topic

Investor Type

Featured Research

Results
Excerpt
Date
Title
Author
Type
During this interview, Nicole and Tom discuss the CFA Institute ESG Fund Classification Paper published late last year. The paper is intended for regulators establishing and tailoring rules for ESG funds and for industry participants, such as institutional asset managers and investors, seeking to both market and select funds, respectively. They discuss the guidelines, examples, and case studies offered in the paper to support practitioners who must deal with the complexities of ESG fund classification in practice.
February 22, 2025
Research Café: ESG Interview Series
Nicole Wubbena
Videos
Callan's 2025 CMAs, including our Capital Markets Assumptions for equity, fixed income, private equity, hedge funds, private credit, and real assets.
February 18, 2025
Callan's 2025-2034 Capital Markets Assumptions
Capital Markets Research
White Paper
Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity, and hedge funds. Other tables compare the performance of key indices to zero and to inflation.
February 12, 2025
The Callan Periodic Table Collection: Year-End 2024
Jacki Hoagland
Callan Periodic Table
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
February 12, 2025
Market Pulse, 4Q24
Jacki Hoagland
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
February 7, 2025
4Q24 Capital Markets Review
Multiple
January 27, 2025
4Q24 Market Intelligence Report
Callan Institute
Data Presentation
January 23, 2025
Research Café - Real Assets Fees and Terms Study
Aaron Quach Lauren Sertich
Videos
This charticle summarizes key figures from Callan's 2025-2034 Capital Markets Assumptions.
January 17, 2025
2025-2034 Capital Markets Assumptions Charticle
Multiple
Charticle
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.
January 15, 2025
The Callan Periodic Table of Investment Returns: Year-End 2024
Jay Kloepfer
Callan Periodic Table
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
January 15, 2025
December 2024 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Callan’s inaugural comprehensive study of the real assets open-end fund universe. The study is intended to help institutional investors better evaluate open-end real assets funds and can be useful for real assets managers evaluating their own fees and terms.
November 27, 2024
2024 Real Assets Open-End Funds Fees and Terms Study
Aaron Quach
Surveys/Studies
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
November 12, 2024
Real Estate Indicators, 3Q24
Avery Robinson
Charticle
This series of charts compares active managers alongside relevant benchmarks over the long term.
November 12, 2024
Active vs. Passive Report, 3Q24
Ivan "Butch" Cliff
Data Presentation
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
November 8, 2024
Market Pulse, 3Q24
Jacki Hoagland
Data Presentation
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
November 7, 2024
3Q24 Capital Markets Review
Multiple