Callan works with institutional investor clients to build custom, lasting investment solutions by using a client-focused consulting model. As one of the largest independently owned investment consulting firms in the U.S., Callan is only focused on business objectives that benefit our clients. It also means our clients get access to a more stable consulting team supported by tools, data, and resources that could only be built by an organization with an exclusive focus on their needs.
View the 20th anniversary edition of the Callan Periodic Table of Investment Returns here, along with monthly versions and our full collection.
Explore our data-rich Capital Market Projections, detailing expected return, standard deviation, and correlations for major asset classes. These projections represent our best thinking for a longer-term outlook and are critical for strategic planning.
Each year Callan develops long-term capital market projections, detailing expected returns, standard deviations, and correlations for major asset classes. Jay Kloepfer, director of Callan's Capital Market and Alternatives Research, describes the collaborative approach we use when crafting these projections (1:38 min).