• Research Papers
• Surveys
• Charticles
• Publications
  • Private Markets Trends
  • Capital Market Review
  • Hedge Fund Monitor
  • DC Observer
• Quarterly Data
  • Database Performance
  • Market Pulse
• Educational Programs
  • Regional Workshops
  • National Conferences
  • Fall Investment Manager Conferences
• Periodic Table of Investment Returns
• STAR Report
  • Snapshot of Findings
• ICG Resource Center
  • Mutual Fund Flash Report
  • Search Statistics
  • Industry Trends
• Callan Insights
• Callan DC Insights
• The Callan DC Index™
• Callan Target Date Index

• 2013

  Download Taking Stock of U.S. Equities: A Roundtable Discussion with Callan's Experts
  Download Domestic Equity Benchmark Review: Year-End 2012
  Download 529 Plans Graduate to the Next Level: Adopting Best Practices
  Download Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation (reprint from the CFA Institute)
  Download Sealing Leaks: Addressing 401(k) Leakage and Its Impact on Retirement

• 2012

  Download Eight Things DC Sponsors Should Consider for 2013
  Download Fixed Income Benchmark Review: Year Ended June 30, 2012
  Download Investing in Farmland: Looking to Buy the Farm
  Download The Next Generation of Fee Disclosure: Getting Future DC Participant Disclosures Right
  Download The Implications of Pension Funding Stabilization Legislation
  Download Inside Master Limited Partnerships: A Primer
  Download Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation
  Download Status of Required Participant Disclosure Compliance: 2012 DC Recordkeeper Survey
  Download On the Frontline of Fixed Income: A Roundtable Discussion with Callan's Bond Experts
  Download Domestic Equity Benchmark Review: Year-End 2011
  Download Real Estate Benchmarks: A Closer Look at NCREIF's NPI and NFI-ODCE Indices
  Download Market Pulse Flipbook, Fourth Quarter and Year-End 2011
  Download Investments in Database and Performance Measurement Technology: The Value of Stubbornness

• 2011

  Download Operational Due Diligence: The Underbelly of Hedge Fund Research
  Download Non-Core Real Estate Investment Series - Part 3: Value-Added Strategies
  Download Talking Points to Promote Public Defined Benefit Pensions
  Download Fixed Income Benchmark Review: Year Ended June 30, 2011
  Download Non-Core Real Estate Investment Series - Part 2: Commercial Debt Strategies
  Download An Introduction to Absolute Return Fixed Income Strategies
  Download Exchange-Traded Funds: A Look at the Shifting Landscape
  Download Non-Core Real Estate Investment Series - Part 1: Opportunistic Strategies
  Download Why Plan Sponsors Invest in Private Equity
  Download Domestic Equity Benchmark Review: Year-End 2010
  Download Private Equity: The Strategy Comes of Age

• 2010

  Download The Future of Stable Value
  Download Beyond U.S. Timberland
  Download Lifetime Retirement Income Solutions
  Download Fixed Income Benchmark Review: Year Ended March 31, 2010
  Download The Next DC Frontier: An Outcomes-Based Approach to DC Plan Design
  Download The Recovery Across All Asset Classes (Reprinted from PREA Quarterly, Spring 2010)
  Download Investment Return Assumptions for Public Funds - The Historical Record
  Download Endowment Spending Policies Since the Passage of UPMIFA
  Download Domestic Equity Benchmark Review: Year-End 2009
  Download Capital Market Projections: Looking Forward
  Download Responsible Investing - A Primer
  Download The Risk Parity Approach to Asset Allocation
  Download Is it Time to Add TIPS to Your DC Plan?

• 2009

  Download The Odyssey of Risk
  Download Socially Responsible Investing in Defined Contribution Plans: At What Price Conscience?
  Download The Great Target Date Fund Debate: Managing Target Date Funds "To" Versus "Through" Retirement
  Download Domestic Equity Benchmark Review: Year-End 2008
  Download Performance-Based Fees
  Download An Overview of Institutional Real Estate - A Primer
  Download Global Equity Markets Review

• 2008

  Download Currency: Applications and Considerations for Institutional Investors
  Download Rebalancing in a Time of Extreme Volatility
  Download Callan Target Date Glidepath Index
  Download Callan DC Index - 2008
  Download Hedge Fund Alert: Looking Around the Corner for More Risk and Opportunity
  Download Playing the Right Hand with Hedge Funds
  Download Guaranteed Income for Life Solutions in 401(k) Plans
  Download Private Equity After 25 Years: Background and Implementation
  Download Domestic Equity Benchmark Review: Year-End 2007
  Download Meeting the Challenges of the New Fee Environment
  Download Securities Lending: Mechanics and Risks Revisited
  Download A Level Framing of LDI
  Download MSCI Expands the Indices: An Overview
  Download 401(k) Plan Offerings and Utilization: A Survey Across Major Recordkeepers

© Callan Associates Inc.