Blog
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
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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
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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?
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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
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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.
Date
Title
Author
Type
Defined Benefit
Macro Trends
Will Headwinds or Tailwinds Prevail?
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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
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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
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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
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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
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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
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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
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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
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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...
Date
Title
Author
Type
1
2
3
4
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
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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...
Date
Title
Author
Type
1
2
3
4
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.
Date
Title
Author
Type
1
2
3
4