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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.

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.

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.

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.

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