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The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies and a discussion of the Alternatives marketplace. The benefit is understanding market effects on investor asset flows.
March 28, 2025
STAR Report Executive Summary: Year-End 2024
Data Presentation
March 21, 2025
Research Café - Private Equity Sector-Specialist Strategies
Ashley Kahn Chrissy Mehnert
Videos
This paper describes the nature of and implementation of private equity secondary funds.
March 13, 2025
Private Equity Secondary Funds: Key Issues for Institutional Investors
Aidan Davison
White Paper
Callan experts explain the purposes of NAV loans in private equity funds.
March 3, 2025
NAV Loans: What Investors and Managers Should Know
Sarie Diloné David Wong
White Paper
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.
February 27, 2025
Real Estate Indicators, 4Q24
Avery Robinson
Charticle
This series of charts compares active managers alongside relevant benchmarks over the long term.
February 24, 2025
Active vs. Passive Report, 4Q24
Ivan "Butch" Cliff
Data Presentation
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