Blog
Operations
Index Selection Within TDF Benchmarks Can Make a Big Difference
►
Mark Andersen
3 min 37 sec
Mark Andersen analyzes how the choice of indices can play a huge role in TDF benchmarks.
ESG
Callan Survey Sees First Decline in ESG Incorporation Since 2019
►
Thomas Shingler
3 min 10 sec
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
Operations
Callan Discount Rate Reporter: October 2022
►
Corporate DB Plan Focus Group
2 min 42 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Operations
Emerging Managers in Private Equity: A Guide for Success
►
David Smith
4 min 16 sec
David Smith provides a guide for institutional investors that want to consider emerging managers for their private equity programs.
Private Markets
Managers See Declines but Outpace Benchmarks
►
Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund performance in 3Q22.
Private Markets
Private Credit Sees Strong Demand as Rates Rise
►
Catherine Beard
1 min 13 sec
Catherine Beard takes a look at the private credit landscape in 3Q22 and assesses the year so far.
Macro Trends
Mayhem Continues in the Capital Markets
►
Jay Kloepfer
5 min 11 sec
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
Private Markets
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
►
Munir Iman
2 min 4 sec
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
Date
Title
Author
Type
Defined benefit
ESG
Callan Survey Sees First Decline in ESG Incorporation Since 2019
►
Thomas Shingler
3 min 10 sec
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
Operations
Callan Discount Rate Reporter: October 2022
►
Corporate DB Plan Focus Group
2 min 42 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Operations
Emerging Managers in Private Equity: A Guide for Success
►
David Smith
4 min 16 sec
David Smith provides a guide for institutional investors that want to consider emerging managers for their private equity programs.
Private Markets
Managers See Declines but Outpace Benchmarks
►
Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund performance in 3Q22.
Private Markets
Private Credit Sees Strong Demand as Rates Rise
►
Catherine Beard
1 min 13 sec
Catherine Beard takes a look at the private credit landscape in 3Q22 and assesses the year so far.
Macro Trends
Mayhem Continues in the Capital Markets
►
Jay Kloepfer
5 min 11 sec
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
Private Markets
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
►
Munir Iman
2 min 4 sec
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
Private Markets
3Q22 Private Equity Activity Dips but Reflects Pre-Pandemic Levels
►
Gary Robertson
2 min 30 sec
Gary Robertson analyzes private equity activity through all stages of the investment cycle in 3Q22.
Date
Title
Author
Type
1
2
3
4
Defined contribution
Operations
Index Selection Within TDF Benchmarks Can Make a Big Difference
►
Mark Andersen
3 min 37 sec
Mark Andersen analyzes how the choice of indices can play a huge role in TDF benchmarks.
ESG
Callan Survey Sees First Decline in ESG Incorporation Since 2019
►
Thomas Shingler
3 min 10 sec
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
Macro Trends
Mayhem Continues in the Capital Markets
►
Jay Kloepfer
5 min 11 sec
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
Private Markets
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
►
Munir Iman
2 min 4 sec
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
Operations
IRS Announces Updated DC Plan Limits for 2023
►
Jamie McAllister
0 min 25 sec
Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.
Operations
What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 2
►
Jana Steele
2 min 29 sec
Jana Steele reviews key themes to emerge from our analysis of DC plan litigation from 2019-2022.
Operations
What DC Plan Sponsors Should Know About Recent Litigation Trends: Part 1
►
Jana Steele
2 min 29 sec
In the first of two blog posts, Jana Steele provides an overview of DC plan litigation from 2019-2022.
Public Markets
There Was Really No Place to Hide in World Markets
►
Kristin Bradbury
3 min 18 sec
Kristin Bradbury analyzes global equities, fixed income, and real assets markets in 3Q22, where there really was no place to hide.
Date
Title
Author
Type
1
2
3
4
Nonprofit
ESG
Callan Survey Sees First Decline in ESG Incorporation Since 2019
►
Thomas Shingler
3 min 10 sec
Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.
Operations
Emerging Managers in Private Equity: A Guide for Success
►
David Smith
4 min 16 sec
David Smith provides a guide for institutional investors that want to consider emerging managers for their private equity programs.
Private Markets
Managers See Declines but Outpace Benchmarks
►
Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund performance in 3Q22.
Private Markets
Private Credit Sees Strong Demand as Rates Rise
►
Catherine Beard
1 min 13 sec
Catherine Beard takes a look at the private credit landscape in 3Q22 and assesses the year so far.
Macro Trends
Mayhem Continues in the Capital Markets
►
Jay Kloepfer
5 min 11 sec
Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.
Private Markets
Private Real Estate Gains, but REITs Fall; Commodities Also Dip
►
Munir Iman
2 min 4 sec
Kristin Bradbury, Munir Iman, and Aaron Quach analyze real estate and real assets performance in 3Q22.
Private Markets
3Q22 Private Equity Activity Dips but Reflects Pre-Pandemic Levels
►
Gary Robertson
2 min 30 sec
Gary Robertson analyzes private equity activity through all stages of the investment cycle in 3Q22.
ESG
Green Financing in Residential Real Estate
►
Aaron Quach
3 min 22 sec
Christine Mays and Aaron Quach explain green financing and how it can help investment managers obtain more favorable financing terms.
Date
Title
Author
Type
1
2
3
4