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Operations

Plan Forfeitures Litigation: 2026 Update

Jana Steele
2 min 25 sec
This post analyzes court cases involving DC plan forfeitures.
Operations

A Model by Any Other Name

Tony Lissuzzo
5 min 28 sec
This blog post looks across various models to define their key features, strengths, and weaknesses.
Macro Trends

Data, Data Everywhere, nor Any Drop to Drink

Jay Kloepfer
4 min 02 sec
This essay assesses the U.S. and global economies in 4Q25 and 2025.
Private Markets

Early Signs of Stabilization in Real Estate, but Dispersion Persists

Munir Iman
1 min 37 sec
An update on public and private real estate and real assets activity in 4Q25.
Macro Trends

How'd We Do? Our Capital Markets Assumptions and What Actually Happened

Julia Moriarty
3 min 25 sec
We assess how our CMAs have done when predicting the future of the capital markets. The short answer is, "Not too badly."
Private Markets

Private Credit Outperformance Continues; Spreads Get Tighter

Constantine Braswell
1 min 32 sec
An analysis of 3Q25 private credit activity.
Public Markets

The Fixed Income Landscape: Herd Positioning and Narrowing Results

Dario Buechi
1 min 30 sec
This post analyzes the challenging environment for fixed income managers in 2026.
Operations

Stock Gains Drive NDT Fund Balances to $100 Billion, Callan Study Finds

Julia Moriarty
2 min 07 sec
This post summarizes our 2025 Nuclear Decommissioning Funding Study.

Defined benefit

Macro Trends

Data, Data Everywhere, nor Any Drop to Drink

Jay Kloepfer
4 min 02 sec
This essay assesses the U.S. and global economies in 4Q25 and 2025.
Private Markets

Early Signs of Stabilization in Real Estate, but Dispersion Persists

Munir Iman
1 min 37 sec
An update on public and private real estate and real assets activity in 4Q25.
Macro Trends

How'd We Do? Our Capital Markets Assumptions and What Actually Happened

Julia Moriarty
3 min 25 sec
We assess how our CMAs have done when predicting the future of the capital markets. The short answer is, "Not too badly."
Private Markets

Private Credit Outperformance Continues; Spreads Get Tighter

Constantine Braswell
1 min 32 sec
An analysis of 3Q25 private credit activity.
Public Markets

The Fixed Income Landscape: Herd Positioning and Narrowing Results

Dario Buechi
1 min 30 sec
This post analyzes the challenging environment for fixed income managers in 2026.
Private Markets

Most Hedge Fund Strategies Deliver Gains in 4Q25

Joe McGuane
2 min 40 sec
An analysis of 4Q25 and full year hedge fund and MAC performance.
Private Markets

Private Equity Fundraising Stays Slow but Deal Volume Rebounds

Ashley Kahn
1 min 40 sec
An analysis of private equity activity in 3Q25, from fundraising to exits to returns.
Macro Trends

The Opportunity Cost of a ‘Really’ Big Gold Cube

Mark Wood
5 min 12 sec
Two Callan experts update Warren Buffett's thought experiment on gold.

Defined contribution

Operations

Plan Forfeitures Litigation: 2026 Update

Jana Steele
2 min 25 sec
This post analyzes court cases involving DC plan forfeitures.
Macro Trends

Data, Data Everywhere, nor Any Drop to Drink

Jay Kloepfer
4 min 02 sec
This essay assesses the U.S. and global economies in 4Q25 and 2025.
Private Markets

Early Signs of Stabilization in Real Estate, but Dispersion Persists

Munir Iman
1 min 37 sec
An update on public and private real estate and real assets activity in 4Q25.
Macro Trends

How'd We Do? Our Capital Markets Assumptions and What Actually Happened

Julia Moriarty
3 min 25 sec
We assess how our CMAs have done when predicting the future of the capital markets. The short answer is, "Not too badly."
Public Markets

The Fixed Income Landscape: Herd Positioning and Narrowing Results

Dario Buechi
1 min 30 sec
This post analyzes the challenging environment for fixed income managers in 2026.
Macro Trends

The Opportunity Cost of a ‘Really’ Big Gold Cube

Mark Wood
5 min 12 sec
Two Callan experts update Warren Buffett's thought experiment on gold.
Operations

Managing DC Plan Investments: An Updated Fiduciary Handbook

Jana Steele
4 min 04 sec
Callan expert outlines guidance for DC plan fiduciaries on managing plan investments.
Public Markets

Evaluating Manager Performance in a Volatile Investing Environment

Nicole Wubbena
3 min 13 sec
Callan expert provides a guide for evaluating investment manager performance in 2026.

Nonprofit

Operations

A Model by Any Other Name

Tony Lissuzzo
5 min 28 sec
This blog post looks across various models to define their key features, strengths, and weaknesses.
Macro Trends

Data, Data Everywhere, nor Any Drop to Drink

Jay Kloepfer
4 min 02 sec
This essay assesses the U.S. and global economies in 4Q25 and 2025.
Private Markets

Early Signs of Stabilization in Real Estate, but Dispersion Persists

Munir Iman
1 min 37 sec
An update on public and private real estate and real assets activity in 4Q25.
Macro Trends

How'd We Do? Our Capital Markets Assumptions and What Actually Happened

Julia Moriarty
3 min 25 sec
We assess how our CMAs have done when predicting the future of the capital markets. The short answer is, "Not too badly."
Private Markets

Private Credit Outperformance Continues; Spreads Get Tighter

Constantine Braswell
1 min 32 sec
An analysis of 3Q25 private credit activity.
Public Markets

The Fixed Income Landscape: Herd Positioning and Narrowing Results

Dario Buechi
1 min 30 sec
This post analyzes the challenging environment for fixed income managers in 2026.
Private Markets

Most Hedge Fund Strategies Deliver Gains in 4Q25

Joe McGuane
2 min 40 sec
An analysis of 4Q25 and full year hedge fund and MAC performance.
Private Markets

Private Equity Fundraising Stays Slow but Deal Volume Rebounds

Ashley Kahn
1 min 40 sec
An analysis of private equity activity in 3Q25, from fundraising to exits to returns.

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