Callan Associates

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.

One of the key functions of the Institute is research.  To update clients on the latest investment information, the Institute conducts valuable market and statistical surveys, undertakes substantial research on important investment trends, prepares position papers on timely investment topics, publishes quarterly newsletters, and provides quarterly performance statistics.

• Publications

  Private Markets Trends - Private Markets Trends is a quarterly periodical that discusses the market environment, recent events, performance and other issues involving private equity.

  Capital Market Review - Capital Market Review is a quarterly macro-economic indicator newsletter that provides thoughtful insights on the economy and recent performance in the equity, fixed income, alternatives, international, real estate, and other capital markets.

  Hedge Fund Monitor - Hedge Fund Monitor is a quarterly newsletter that gives our clients a current view of industry trends affecting this popular alternative solution.  It also provides detailed quarterly performance commentary.

  The DC Observer and Callan DC Index™ - The Defined Contribution Observer is a quarterly newsletter that offers Callan's observations and opinions on a variety of topics pertaining to the defined contribution industry, investment trends among the plans our clients oversee, and enhancements and developments of products that investment managers and plan providers bring to sponsors and participants. Each issue is updated with the latest Callan DC Index™ numbers.

  Quarterly Performance Data - Callan’s Quarterly Performance Data includes quarterly performance information gathered from our proprietary databases.  Performance data is provided for a variety of time periods which allows you to compare the results of your own funds with our database. We provide domestic and international equity and fixed income performance results, which includes cumulative and calendar year performance, risk/reward scatter charts and risk statistics of the Callan Associates database and capital markets indices on a quarterly basis.

  Periodic Tables - The Periodic Tables of Investment Returns are Callan's comprehensive representation of relative asset class performance over the last 20 years. The table depicts annual returns for eight asset classes, ranked from best to worst.  Each asset class is color-coded for easy tracking.  Well-known, industry standard market indexes are used as proxies for each asset class. Four different tables are available: Key Indices, CSFT/Tremont Hedge Fund Indices, Key Indices including REITs, and Real Estate Indices.

  Research Papers - Our research papers are written by Callan consultants and specialists on the latest issues and trends facing investors.

• Conferences and Workshops

  Summaries - these research pieces summarize the presentations given at Callan conferences and workshops.  We take the written and spoken presentation and provide a synopsis of the session in a manner that is concise and easy to understand.

  Presentations - these include the charts, graphs, and comments on the latest investment trends from the PowerPoint presentations given by Callan experts at Institute conferences and workshops. The presentations are helpful for reviewing information presented at Institute sessions, and offer a glimpse into the topics and depth of Callan presentations in general.

• Surveys

  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.