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Macro Trends

Good Riddance to 2020!

Kristin Bradbury
4 min 50 sec
Most of us are happy to say good-bye to 2020. And there are reasons for optimism as we head into 2021.
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

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?
Private Markets

Pandemic Hit All Sectors; REITs Gained but Trailed Equities

Munir Iman
2 min 37 sec
COVID-19 continues to affect the real estate market, with the impact varying depending on the property sector.
Private Markets

The Kids Are Alright

Gary Robertson
4 min 37 sec
Private equity is doing quite well given the disruptions caused by the COVID-19 pandemic.
Private Markets

Stimulus Hopes Boosted Risky Bets

Jim McKee
4 min 40 sec
The impact of hope upon markets was spread unequally, but active bets of hedge funds proved mostly positive.
ESG

DOL Issues Final Rule on Selecting Plan Investments

Thomas Shingler
3 min 49 sec
In the final rule, the DOL modified the ESG rule, most notably removing references to ESG.
Macro Trends

Caution: Hard Road Ahead!

Jay Kloepfer
4 min 40 sec
GDP growth came roaring back in 3Q20 as expected, notching a 33.1% gain, following the 31.4% decline in 2Q.
Topic
Author
Date

Defined Benefit

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.
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...
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.
Macro Trends

The Stock Market Is Not the Economy

Jay Kloepfer
3 min 48 sec
The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unpr...
Private Markets

The Private Equity Playbook: Playing Offense

Private Equity Consulting
5 min 8 sec
Investors should maintain strong oversight of the in-place private equity program, particularly after periods of disruption
Private Markets

The Kids Are Alright

Gary Robertson
4 min 37 sec
Private equity is doing quite well given the disruptions caused by the COVID-19 pandemic.
ESG

Survey: ESG Incorporation Nearly Doubles in 5 Years; Those Considering It Jumps

Alex Hoy
2 min 36 sec
A third of respondents not yet incorporating ESG were considering doing so, the highest in the survey’s history and nearly triple the level in 2019.
Public Markets

Stocks Rebound in 2Q20; Fixed Income Sees More Modest Returns

Kristin Bradbury
4 min 34 sec
U.S. stocks posted double-digit returns, with big gains in global ex-U.S. markets. Treasuries were range-bound during the quarter and most fixed incom...

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?
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...
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...
Macro Trends

The Supreme Court Decides Not to Decide

Jana Steele
3 min 7 sec
The U.S. Supreme Court has an unusual number of Employee Retirement Income Security Act (ERISA) petitions before it in the 2019-20 term.
Macro Trends

The Stock Market Is Not the Economy

Jay Kloepfer
3 min 48 sec
The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unpr...
Operations

The Impact of Vendor Consolidation: Wells Fargo and Principal

Jana Steele
1 min 21 sec
After much industry speculation, Principal Financial Group is acquiring Wells Fargo’s Institutional Retirement and Trust (IRT) business for $1.2 bil...
Operations

The Evolution of Target Date Funds

James Veneruso
2 min 32 sec
Callan examined hypothetical participant outcomes for various time periods.

Nonprofit

Macro Trends

Good Riddance to 2020!

Kristin Bradbury
4 min 50 sec
Most of us are happy to say good-bye to 2020. And there are reasons for optimism as we head into 2021.
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.
Private Markets

Pandemic Hit All Sectors; REITs Gained but Trailed Equities

Munir Iman
2 min 37 sec
COVID-19 continues to affect the real estate market, with the impact varying depending on the property sector.
Private Markets

The Kids Are Alright

Gary Robertson
4 min 37 sec
Private equity is doing quite well given the disruptions caused by the COVID-19 pandemic.
Private Markets

Stimulus Hopes Boosted Risky Bets

Jim McKee
4 min 40 sec
The impact of hope upon markets was spread unequally, but active bets of hedge funds proved mostly positive.
ESG

DOL Issues Final Rule on Selecting Plan Investments

Thomas Shingler
3 min 49 sec
In the final rule, the DOL modified the ESG rule, most notably removing references to ESG.
Macro Trends

Caution: Hard Road Ahead!

Jay Kloepfer
4 min 40 sec
GDP growth came roaring back in 3Q20 as expected, notching a 33.1% gain, following the 31.4% decline in 2Q.
Private Markets

The Private Equity Playbook: Playing Offense

Private Equity Consulting
5 min 8 sec
Investors should maintain strong oversight of the in-place private equity program, particularly after periods of disruption