Blog

Callan Institute logo
Operations

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile
4 min 28 sec
Bernie Bazile explains "proptech" and what institutional investors need to know about it.
Private Markets

Momentum Keeps Private Equity Aloft

Gary Robertson
3 min 49 sec
Callan's Gary Robertson analyzes private equity activity during the quarter.
ESG

The ‘Hows’ of Hiring Diverse Managers for Nonprofits

Brad Penter
3 min 46 sec
When structuring a “prudent” portfolio nonprofit trustees can and should consider serving their mission by evaluating the benefits of hiring diver...
Private Markets

Pandemic Affects All Sectors of Real Estate and Real Assets

Munir Iman
1 min 15 sec
Hotel and Retail are the most challenged sectors of private real estate, while Office faces uncertainty; Industrial remains the best performer.
Private Markets

Damn the Shorts and Margin Calls, Full Risk Ahead

Jim McKee
3 min 33 sec
Emboldened by more injections of vaccines, central bank liquidity, and fiscal stimulus in 1Q21, investors’ risk appetites grew again.
Macro Trends

The U.S. Economy, Now Open for Business

Jay Kloepfer
3 min 44 sec
The U.S. economy may be on track for a truly eye-opening expansion, with initial projections pointing to growth rates of 9% or even higher for 2Q.
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

Capital Markets Assumptions and the Future

Greg Allen
2 min 43 sec
CEO and Chief Research Officer Greg Allen analyzes how Callan's capital markets assumptions have compared to actual returns.
Topic
Author
Date

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...
Operations

Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021

Shane Blanton
2 min 25 sec
Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.

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...
Operations

Two Questions Could Save Your DC Plan Millions

Rod Bare
3 min 33 sec
In my recent paper, “Dear CFO: Two Questions Could Save Your Company Millions in Litigation Costs,” I addressed some of the challenges facing de...

Nonprofit

Operations

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile
4 min 28 sec
Bernie Bazile explains "proptech" and what institutional investors need to know about it.
Private Markets

Momentum Keeps Private Equity Aloft

Gary Robertson
3 min 49 sec
Callan's Gary Robertson analyzes private equity activity during the quarter.
ESG

The ‘Hows’ of Hiring Diverse Managers for Nonprofits

Brad Penter
3 min 46 sec
When structuring a “prudent” portfolio nonprofit trustees can and should consider serving their mission by evaluating the benefits of hiring diver...
Private Markets

Pandemic Affects All Sectors of Real Estate and Real Assets

Munir Iman
1 min 15 sec
Hotel and Retail are the most challenged sectors of private real estate, while Office faces uncertainty; Industrial remains the best performer.
Private Markets

Damn the Shorts and Margin Calls, Full Risk Ahead

Jim McKee
3 min 33 sec
Emboldened by more injections of vaccines, central bank liquidity, and fiscal stimulus in 1Q21, investors’ risk appetites grew again.
Macro Trends

The U.S. Economy, Now Open for Business

Jay Kloepfer
3 min 44 sec
The U.S. economy may be on track for a truly eye-opening expansion, with initial projections pointing to growth rates of 9% or even higher for 2Q.
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

Capital Markets Assumptions and the Future

Greg Allen
2 min 43 sec
CEO and Chief Research Officer Greg Allen analyzes how Callan's capital markets assumptions have compared to actual returns.