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Excerpt
Date
Title
Author
Type
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
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.
May 8, 2024
1Q24 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.
May 8, 2024
Market Pulse, 1Q24
Jacki Hoagland
Data Presentation
This paper analyzes sector-specialist strategies and explains how they can fit into an LP's portfolio.
May 3, 2024
2Q24 Alternatives Focus: Sector-Specialist Strategies
Chrissy Mehnert
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
April 29, 2024
1Q24 Market Intelligence Report
Callan Institute
Data Presentation
April 23, 2024
Webinar: 2024 Defined Contribution Trends Survey
Jana Steele Jamie McAllister
Videos
The 2024 Asset Manager DEI Study offers a high-level assessment of the degree to which asset management organizations have established diversity, equity, and inclusion (DEI) policies and procedures. 
April 23, 2024
2024 Asset Manager DEI Study
Lauren Mathias Michael Joecken Laura Dawson Matt Loster
Surveys/Studies
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
April 4, 2024
2024 DC Trends Survey
Jamie McAllister
Surveys/Studies
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
April 3, 2024
March 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 and a discussion of the Alternatives marketplace. The benefit is understanding market effects on investor asset flows.
March 28, 2024
STAR Report Executive Summary: Year-End 2023
Data Presentation
During this interview, Tom Shingler, Callan ESG team member, interviews Chris Fidler, a head in the Codes & Standards team at CFA Institute. Tom and Chris discuss resilience in ESG, practical ways asset owners could implement this type of approach and the benefits to adopting, and challenges to the framework in today's environment from both an investment perspective, and an organizational perspective.
March 15, 2024
Research Cafe: ESG Interview Series
Thomas Shingler
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.
February 28, 2024
Real Estate Indicators, 4Q23
Avery Robinson
Charticle