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Excerpt
Date
Title
Author
Type
Callan's 11th survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
October 30, 2024
2024 ESG Survey
Hannah Vieira Thomas Shingler
Surveys/Studies
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
October 25, 2024
3Q24 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
October 4, 2024
September 2024 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies. The benefit is understanding market effects on investor asset flows.
September 30, 2024
STAR Report Executive Summary: Mid-Year 2024
Data Presentation
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.
September 9, 2024
Real Estate Indicators, 2Q24
Avery Robinson
Charticle
Callan’s 2024 Private Equity Fees and Terms Study is a comprehensive update to our 2021 study. With each edition, the study’s dataset broadens, and this year we include a wider variety of general partners and strategy types.
August 16, 2024
2024 Private Equity Fees and Terms Study
Ashley Kahn
Surveys/Studies
This series of charts compares active managers alongside relevant benchmarks over the long term.
August 14, 2024
Active vs. Passive Report, 2Q24
Ivan "Butch" Cliff
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.
August 7, 2024
2Q24 Capital Markets Review
Multiple
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.
August 6, 2024
Market Pulse, 2Q24
Jacki Hoagland
Data Presentation
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
July 29, 2024
2Q24 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
July 24, 2024
June 2024 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Callan expert explains sequence-of-returns risk.
June 28, 2024
Quantifying Sequence-of-Returns Risk for Institutional Investors
Kevin Machiz
White Paper
During this interview, Mark Wood, CFA, Callan ESG team member, interviews Nicole Wubbena, fellow ESG and Global Manager Research group member. Nicole and Mark discuss impact investing in public equity.
June 18, 2024
Research Café: ESG Interview Series
Mark Wood Nicole Wubbena
Videos
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.
May 28, 2024
Real Estate Indicators, 1Q24
Avery Robinson
Charticle
This series of charts compares active managers alongside relevant benchmarks over the long term.
May 8, 2024
Active vs. Passive Report, 1Q24
Ivan "Butch" Cliff
Data Presentation