Blog
Macro Trends
Good Riddance to 2020!
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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
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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
Will Boring Still Be Beautiful?
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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
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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
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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
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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
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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!
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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.
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Defined Benefit
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.
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...
Operations
Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021
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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
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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
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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
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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
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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...
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1
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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
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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
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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...
Operations
Two Questions Could Save Your DC Plan Millions
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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
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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
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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
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James Veneruso
2 min 32 sec
Callan examined hypothetical participant outcomes for various time periods.
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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
Date
Title
Author
Type
1
2
3
4