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Archives: Research

June 16, 2025
2025 DC Trends Survey
June 13, 2025
2Q25 Real Assets Reporter: Office-to-Residential Conversions Update
Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.
June 11, 2025
2025 Cost of Doing Business Study
Monitoring and controlling costs is a primary fiduciary responsibility for all funds. In this survey, Callan compares the costs of administering and operating funds across all types of tax-exempt and tax-qualified organizations in the U.S. We identify practices and trends to help institutional investors manage expenses.
May 21, 2025
What Nuclear Power's Rebound Means for Institutional Investors
This paper outlines the scale of the rebound in nuclear power and what it means for institutional investors and investment managers.
May 15, 2025
Active vs. Passive Report, 1Q25
This series of charts compares active managers alongside relevant benchmarks over the long term.
May 12, 2025
2025 DC Trends Survey
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
May 8, 2025
Market Pulse, 1Q25
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 7, 2025
1Q25 Capital Markets Review
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.
April 25, 2025
1Q25 Market Intelligence Report
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
April 8, 2025
March 2025 Monthly Periodic Table of Investment Returns
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
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