Surveys

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

The “executive summaries” of the surveys are offered below. If you would like to order a survey, please email Ray Combs at institute@callan.com or call 415.974.5060.

  • 2008

    Download 2008 Impact of the PPA: Defined Contribution Survey

  • 2007

    Download 2007 Investment Management Compensation Survey
    Download 2007 Defined Contribution Survey
    Download 2007 QDIA Survey

  • 2006

    Download 2006 Investment Management Fee Survey

  • 2004

    Download 2004 Investment Management Fee Survey
    Download 2004 Defined Contribution Survey

  • 2003

    Download 2003 Investment Mangement Compensation Survey

  • 2002

    Download 2002 Defined Benefit Asset/Liability Survey
    Download 2002 Cost of Doing Business Survey

  • 2001

    Download 2001 Defined Contribution Survey

  • 2000

    Download 2000 Investment Mangement Fee Survey
    Download 2000 Investment Management Compensation Survey

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Featured Survey

View the key findings of Callan's survey on investment manager compensation practices and trends:

2007 Investment Management Compensation Survey

To order the full survey, please contact
Anna Wagner at 415.974.5060.