Blog
Operations
Callan Discount Rate Reporter: December 2022
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Corporate DB Plan Focus Group
4 min 16 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Operations
How SECURE 2.0 Affects DC Plans
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Greg Ungerman
4 min 8 sec
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
Public Markets
Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year
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Kristin Bradbury
3 min 58 sec
Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.
Macro Trends
Amidst the Wreckage, Silver Linings Are Visible
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Kristin Bradbury
6 min 58 sec
Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional invest...
Operations
Callan NDT Study Finds Almost 12% Jump in Fund Balances in 2021
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Julia Moriarty
3 min 10 sec
Julia Moriarty updates her annual and comprehensive nuclear decommissioning funding study.
Operations
Callan Discount Rate Reporter: November 2022
►
Corporate DB Plan Focus Group
3 min 21 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Operations
Unlocking the Secrets of the 'Data Vault'
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Bo Abesamis
2 min 32 sec
Bo Abesamis describes the Callan "Data Vault," a repository where data is collected, cleansed, aggregated, and curated.
ESG
DOL Issues Final ESG and Proxy Voting Rule
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Kristin Bradbury
6 min 25 sec
Kristin Bradbury and Tom Shingler analyze the DOL's Final Rule on ESG and proxy voting.
Date
Title
Author
Type
Defined benefit
Operations
Callan Discount Rate Reporter: December 2022
►
Corporate DB Plan Focus Group
4 min 16 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Public Markets
Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year
►
Kristin Bradbury
3 min 58 sec
Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.
Macro Trends
Amidst the Wreckage, Silver Linings Are Visible
►
Kristin Bradbury
6 min 58 sec
Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional invest...
Operations
Callan Discount Rate Reporter: November 2022
►
Corporate DB Plan Focus Group
3 min 21 sec
The Corporate DB Plan Focus Group produces a monthly update on the impact of interest rates on corporate defined benefit plans.
Operations
Unlocking the Secrets of the 'Data Vault'
►
Bo Abesamis
2 min 32 sec
Bo Abesamis describes the Callan "Data Vault," a repository where data is collected, cleansed, aggregated, and curated.
ESG
DOL Issues Final ESG and Proxy Voting Rule
►
Kristin Bradbury
6 min 25 sec
Kristin Bradbury and Tom Shingler analyze the DOL's Final Rule on ESG and proxy voting.
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.
Date
Title
Author
Type
1
2
3
4
Defined contribution
Operations
How SECURE 2.0 Affects DC Plans
►
Greg Ungerman
4 min 8 sec
Jana Steele, Patrick Wisdom, and Greg Ungerman explain the changes to DC plans stemming from SECURE 2.0.
Public Markets
Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year
►
Kristin Bradbury
3 min 58 sec
Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.
Macro Trends
Amidst the Wreckage, Silver Linings Are Visible
►
Kristin Bradbury
6 min 58 sec
Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional invest...
Operations
Unlocking the Secrets of the 'Data Vault'
►
Bo Abesamis
2 min 32 sec
Bo Abesamis describes the Callan "Data Vault," a repository where data is collected, cleansed, aggregated, and curated.
ESG
DOL Issues Final ESG and Proxy Voting Rule
►
Kristin Bradbury
6 min 25 sec
Kristin Bradbury and Tom Shingler analyze the DOL's Final Rule on ESG and proxy voting.
Operations
Index Selection Within TDF Benchmarks Can Make a Big Difference
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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.
Date
Title
Author
Type
1
2
3
4
Nonprofit
Public Markets
Global Stocks Rebound in 4Q; Fixed Income Suffers Dreadful Year
►
Kristin Bradbury
3 min 58 sec
Kristin Bradbury analyzes global equity and fixed income markets in 4Q22 and for the full year.
Macro Trends
Amidst the Wreckage, Silver Linings Are Visible
►
Kristin Bradbury
6 min 58 sec
Kristin Bradbury assesses the global economy in 4Q22 and what inflation, interest rate hikes, COVID, and the Ukraine war mean for institutional invest...
Operations
Unlocking the Secrets of the 'Data Vault'
►
Bo Abesamis
2 min 32 sec
Bo Abesamis describes the Callan "Data Vault," a repository where data is collected, cleansed, aggregated, and curated.
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
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David Smith
4 min 16 sec
David Smith provides a guide for emerging managers that seek to receive institutional allocations for private equity investments.
Private Markets
Managers See Declines but Outpace Benchmarks
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Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund performance in 3Q22.
Private Markets
Private Credit Sees Strong Demand as Rates Rise
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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.
Date
Title
Author
Type
1
2
3
4