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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.
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

Callan NDT Study Finds Almost 12% Jump in Fund Balances in 2021

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'

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.

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.

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

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.

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

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

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.

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