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Operations

Lost but Not Forgotten: DOL Guidance on Missing Participants

Jana Steele
2 min 33 sec
Jana Steele explains how new regulatory guidance on missing participants affects DC plan sponsors.
Private Markets

The Role of Real Estate and Infrastructure Debt in a Portfolio

Munir Iman
4 min 16 sec
Jan Mende and Munir Iman discuss real estate and infrastructure debt and their potential roles in institutional portfolios.
Private Markets

Strong Quarter for Real Estate, Both Public and Private

Munir Iman
1 min 10 sec
Munir Iman discusses private real estate and REIT activity during 2Q21.
Private Markets

Second Verse, Same as the First for Private Equity

Gary Robertson
4 min 16 sec
Gary Robertson analyzes fundraising, investments, exits, and returns for all private equity categories for 2Q21 amid markets affected by COVID-19.
Private Markets

Hedge Funds Thrive amid Surging Recovery

Jim McKee
4 min 48 sec
Jim McKee assesses hedge fund and MAC performance in 2Q21 and analyzes the outlook for these asset classes.
Operations

Department of Labor Provides Cybersecurity Guidance

Benjamin Taylor
8 min 20 sec
An excerpt from an article by Ben Taylor on new cybersecurity guidance.
Private Markets

GPs Take ‘Credit’ for Higher IRRs

Jonathan Farr
3 min 48 sec
Jonathan Farr explains subscription credit facilities and how they impact private markets returns.
Operations

Three Potential Paths to a China A-Shares Allocation

Ho Hwang
3 min 19 sec
Ho Hwang discusses three paths to implementing a China A-shares allocation.

Defined Benefit

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...
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...

Defined Contribution

Operations

Will Boring Still Be Beautiful?

James Veneruso
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

James Veneruso
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...
Macro Trends

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury
5 min 42 sec
Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic...

Nonprofit

Private Markets

The Role of Real Estate and Infrastructure Debt in a Portfolio

Munir Iman
4 min 16 sec
Jan Mende and Munir Iman discuss real estate and infrastructure debt and their potential roles in institutional portfolios.
Private Markets

Strong Quarter for Real Estate, Both Public and Private

Munir Iman
1 min 10 sec
Munir Iman discusses private real estate and REIT activity during 2Q21.
Private Markets

Second Verse, Same as the First for Private Equity

Gary Robertson
4 min 16 sec
Gary Robertson analyzes fundraising, investments, exits, and returns for all private equity categories for 2Q21 amid markets affected by COVID-19.
Private Markets

Hedge Funds Thrive amid Surging Recovery

Jim McKee
4 min 48 sec
Jim McKee assesses hedge fund and MAC performance in 2Q21 and analyzes the outlook for these asset classes.
Private Markets

GPs Take ‘Credit’ for Higher IRRs

Jonathan Farr
3 min 48 sec
Jonathan Farr explains subscription credit facilities and how they impact private markets returns.
Operations

Three Potential Paths to a China A-Shares Allocation

Ho Hwang
3 min 19 sec
Ho Hwang discusses three paths to implementing a China A-shares allocation.
Macro Trends

PCE and CPI: What’s the Difference?

Fanglue Zhou
2 min 51 sec
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Public Markets

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury
3 min 11 sec
Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.