Callan Associates

Research

Callan research is driven by our clients’ needs and is conducted by Callan consultants and specialists, thus ensuring that the topics are insightful, timely, and relevant. Our proprietary databases provide the empirical evidence for the research we conduct.

Our published research is provided through the Callan Investments Institute, the educational division of Callan Associates. The Institute delivers timely research papers, quarterly periodicals, statistical surveys, quarterly performance data, and conference summaries and presentations.

Periodic Table of Investment Returns

Callan's comprehensive representation of relative asset class performance over the last 20 years. Key Indices (1988-2007)

The Periodic Table is free and we give our permission for anyone to download, print, and use the Periodic Table in its current form. When you use of the Periodic Table, it may not be changed or altered in any way and must appear exactly as it does in this PDF version. Callan does not make any other versions of this document available for publication, production, or distribution, whatsoever, without exception.

Institute Research

Launched in 1980, the Callan Investments Institute was the first forum in the industry created specifically for the continuing education of investment fiduciaries. The Callan Investments Institute is widely recognized as one of the leading educational forums for the pensions and investments industry. More

The Callan DC Index™

The Callan DC Index™ is an equally weighted index tracking the cash flows and performance of approximately 70 plans, representing more than 800,000 defined contribution participants and over $70 billion in assets. The purpose of the Callan DC Index™ is to understand the asset allocation of defined contribution plans, track defined contribution fund flows, and measure the performance of defined contribution plans. This Index is updated quarterly and reflects 401(k) plans as well as other types of defined contribution plans. More

Callan Insights

Callan Insights is an online service that provides up-to-date news on the institutional investment management community via email. Insights is backed by the research resources of Callan Associates. More

Database

Callan's database represents virtually all the products that have been marketed to the US tax-exempt institutional investors over the past 30+ years. More