• Research Papers
• Surveys
• Charticles
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• Educational Programs
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• STAR Report
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• ICG Resource Center
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• The Callan DC Index™

Surveys

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

• 2012

  Download 2012 Defined Contribution Trends Survey - Where Have We Come From and What Lies Ahead

• 2011

  Download 2011 Investment Management Fee Survey
  Download 2011 Callan Target Date Fund Survey
  Download 2011 Defined Contribution Trends Survey - Positioning the DC Plan for the Future

• 2010

  Download 2010 Alternative Investments Survey
  Download 2010 Defined Contribution Trends Survey - Getting the DC Plan Back on Track

• 2009

  Download Rising From the Ashes - A Callan Survey of How Investment Managers Survived the Market Collapse
  Download 2009 Investment Management Fee Survey
  Download 2009 Securities Lending Survey
  Download 2009 Callan Target Date Fund Manager Survey
  Download 2009 Cost of Doing Business Survey: US Funds and Trusts
  Download 2009 DC Trends Survey - Impact of Market Volatility on DC Plans

• 2008

  Download 2008 Callan Defined Contribution Fee Survey
  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

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