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 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.

  • 2010

    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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Featured Survey

View the executive summary of Callan's survey on defined contribution trends:

2010 Defined Contribution Trends Survey

To order the full survey, clients should send an email to institute@callan.com.