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Public Markets

How Investors Should Respond to Evergrande and China’s Regulatory Crackdown

Fanglue Zhou
4 min 58 sec
Fanglue Zhou analyzes how China's recent challenges impact institutional investors' emerging market allocations.
Private Markets

Virtuous Circle of Rising Valuations and Liquidity

Gary Robertson
3 min 47 sec
Gary Robertson analyzes private equity activity, including fundraising, investments, exits, and returns, for 3Q21.
Private Markets

Best Quarter for ODCE Ever; REITs Are Mixed

Munir Iman
1 min 10 sec
Munir Iman analyzes the performance of real estate in 3Q21.
Private Markets

Mixed Results for Hedge Funds as Volatility Returned to Markets

Joe McGuane
4 min 39 sec
Joe McGuane explains how hedge funds and MACs navigated the volatile market environment in 3Q21.
Operations

Total Expenses for Institutional Investors Fell 5% From 2015, Callan Survey Finds

Ivan "Butch" Cliff
3 min 25 sec
Our 2021 Cost of Doing Business Survey examines total fund expenses and external investment management fees, as well as custody costs and other fund e...
Macro Trends

Is 2% Growth Good or Bad?

Jay Kloepfer
3 min 48 sec
Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.
Private Markets

Considering Reinsurance in an Institutional Portfolio

Sean Lee
2 min 41 sec
Sean Lee explains the concept of reinsurance and why it can be a compelling addition to an institutional portfolio.
Public Markets

Rising Rates! Why the Heck Do We Own Bonds?

Alex Browning
4 min 31 sec
Alex Browning and Adam Lozinski analyze how investment-grade bonds can fit into nonprofit portfolios.

Defined Benefit

Macro Trends

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury
6 min 4 sec
Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.
Macro Trends

Why the Yield Curve Is Really Curving

Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Operations

When the Passive Index Is an Active Decision

Weston Lewis
3 min 51 sec
Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.
ESG

What You Need to Know About the Net Zero Asset Managers Initiative

ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
ESG

What You Need to Know About Green Building Certifications

Aaron Quach
3 min 59 sec
Green building certifications vary significantly based on their objective, administrator, and prominence in the industry.
Operations

What We Found in Our Latest COVID-19 Survey of Investment Managers

Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Private Markets

What the Leveraged Loan Selloff Means for Institutional Investors

Nathan Wong
5 min 53 sec
Leveraged loans are on track for their worst-performing month, with the S&P/LSTA U.S. Leveraged Loan Index down nearly 17% as the quarter nears its en...
Private Markets

What Investors Need to Know About the Potential Eviction Crisis

Aaron Quach
4 min 21 sec
Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indic...

Defined Contribution

Macro Trends

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury
6 min 4 sec
Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.
Operations

Will Boring Still Be Beautiful?

1 min 36 sec
A simple, "boring," glidepath beat a diversified one over the last 10 years. Will that continue?
Macro Trends

Why the Yield Curve Is Really Curving

Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Operations

When the Passive Index Is an Active Decision

Weston Lewis
3 min 51 sec
Because of differences in passive indices, investors should understand how the one they choose will affect benchmarking.
Operations

What You Need to Know About the SECURE Act

1 min 13 sec
The most substantial legislation affecting retirement since the Pension Protection Act of 2006 became law recently. Known as the SECURE Act (for Setti...
ESG

What You Need to Know About the Net Zero Asset Managers Initiative

ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
Operations

What We Found in Our Latest COVID-19 Survey of Investment Managers

Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Operations

What Has Changed Over the Years with DC Plans

Jana Steele
4 min 13 sec
Callan just opened the 2019 Defined Contribution Trends Survey, the 12th we have conducted in its current incarnation, and we thought it would be help...

Nonprofit

Public Markets

How Investors Should Respond to Evergrande and China’s Regulatory Crackdown

Fanglue Zhou
4 min 58 sec
Fanglue Zhou analyzes how China's recent challenges impact institutional investors' emerging market allocations.
Private Markets

Virtuous Circle of Rising Valuations and Liquidity

Gary Robertson
3 min 47 sec
Gary Robertson analyzes private equity activity, including fundraising, investments, exits, and returns, for 3Q21.
Private Markets

Best Quarter for ODCE Ever; REITs Are Mixed

Munir Iman
1 min 10 sec
Munir Iman analyzes the performance of real estate in 3Q21.
Private Markets

Mixed Results for Hedge Funds as Volatility Returned to Markets

Joe McGuane
4 min 39 sec
Joe McGuane explains how hedge funds and MACs navigated the volatile market environment in 3Q21.
Operations

Total Expenses for Institutional Investors Fell 5% From 2015, Callan Survey Finds

Ivan "Butch" Cliff
3 min 25 sec
Our 2021 Cost of Doing Business Survey examines total fund expenses and external investment management fees, as well as custody costs and other fund e...
Macro Trends

Is 2% Growth Good or Bad?

Jay Kloepfer
3 min 48 sec
Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.
Private Markets

Considering Reinsurance in an Institutional Portfolio

Sean Lee
2 min 41 sec
Sean Lee explains the concept of reinsurance and why it can be a compelling addition to an institutional portfolio.
Public Markets

Rising Rates! Why the Heck Do We Own Bonds?

Alex Browning
4 min 31 sec
Alex Browning and Adam Lozinski analyze how investment-grade bonds can fit into nonprofit portfolios.