Archives: Blog

October 15, 2018
Climate change is one of the most significant issues facing investors; this post provides a framework for considering the long-term investment risks.
October 12, 2018
U.S. stocks broadly rose, outpacing non-U.S. equities. Fixed income returns were muted, while real assets saw a wide range of results.
October 10, 2018
Happy 10-year anniversary to the Global Financial Crisis! Just a decade ago, some of the world’s largest and most revered financial institutions, along with the modern financial system itself, were left staring into the abyss. And yet, as grave as things appeared in September 2008 and during the months that followed, the global economy just 10 years later finds itself in the midst of one of the longest economic expansions in the modern era.
October 8, 2018
This blog post from Callan’s Private Equity Consulting Group provides a high-level summary of private equity activity in the second quarter through all the investment stages, from fundraising to exits, as well as performance data across a range of market cycles.
September 27, 2018
In order to provide clarity about what can be an alphabet soup of names (CMBS? VIX?), this blog post provides an overview of how Callan categorizes two types of investment vehicles: structured fixed income products and derivatives.
September 18, 2018
Callan just opened the 2019 Defined Contribution Trends Survey, the 12th we have conducted in its current incarnation, and we thought it would be helpful for plan sponsors to see how the industry has evolved over time. Below are some highlights from a predecessor version of the survey published in 1992 and 1998
54 55 56

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.