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Featured Research

The Education of Beta: Can Alternative Indices Make Your Portfolio Smarter?
Eugene Podkaminer examines "smart beta" in this comprehensive white paper.

The Long-Term View: Forty Years in Finance
CEO and Chairman Ron Peyton interviews Mike O’Leary.

Featured Survey

2014 DC Trends Survey
written by Lori Lucas, CFA, and Jamie McAllister

Latest Publications

Quick links to Callan's latest quarterly newsletters:

Research Papers

Our research papers are published through the Callan Investments Institute and written by Callan consultants and specialists on the latest issues and trends facing investors.

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Surveys

Results from extensive nationwide surveys of investment managers and plan sponsors on topics such as:  cost of doing business; defined contribution plan trends; investment manager fees; and investment manager compensation.

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Charticles

Callan’s charticles combine graphics and text (chart + article = charticle), depicting investment research topics in an innovative format.

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Publications

To update clients on the latest investment information the Published Research Group maintains four quarterly newsletters.

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Quarterly Data

Callan’s two quarterly reports examine performance and risk statistics for fund sponsors, investment managers, and various market indicators to aid in portfolio monitoring.

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Educational Programs

The Callan Investments Institute offers education on key investment issues through conferences and regional workshops. Well-known authorities from the fields of investments, politics, economics, and business join Callan and other industry experts in exploring the latest issues currently facing investors.

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Periodic Table of Investment Returns

Callan's comprehensive representation of relative asset class performance over the last 20 years. Key Indices (1994-2013)

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.

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STAR Report

Callan's Style, Trend, Analysis, and Research - "STAR" - Report provides insight into investor trends with a comprehensive view of asset flows across investment products. It provides a rich context for defining a firm’s investment product positioning and marketing strategy.

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ICG Resource Center

The Institutional Consulting Group (ICG) provides quarterly research for Callan's investment manager clients.

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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.

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Callan DC Insights

Callan DC Insights is an online service that provides defined contribution news on legal, regulatory and legislative issues via email. DC Insights is backed by the research resources of Callan's Defined Contribution Group. Our specialists contribute to this effort using the knowledge gained through their industry experience.

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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.

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