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Archives: Blog

June 5, 2018
Dragnets of Due Diligence
The often mundane jobs of compliance officers and forensic auditors just got more exciting. Effective Oct. 1, 2017, investment advisers registered with the Securities and Exchange Commission (SEC), with few exceptions, must use a newly expanded Form ADV to report on their businesses. With these changes, this document has become an even more valuable tool for investors and fiduciaries seeking to evaluate their advisers.
May 31, 2018
Our Take on Cryptocurrencies
We at Callan—like you—have been following the development of cryptocurrencies with great interest, as investors are understandably excited by bright, shiny objects with excess return potential.
May 29, 2018
ESG's 'Good Vibrations'? Not Yet for DC Plans
There is no shortage of interest around the environmental, social, and governance (ESG) space, but defined contribution plans remain somewhat skeptical about ESG options.
May 22, 2018
NCREIF Property Index Chugs Along; REITs Hit Hard
May 16, 2018
Boy - That Escalated Quickly!
May 14, 2018
Examining MiFID II After Implementation
Last August Callan outlined some of the issues raised by MiFID II, the second iteration of the Markets in Financial Instruments Directive. We wanted to provide an update on the directive, which took effect at the start of this year
May 11, 2018
Slow Burn
May 8, 2018
Mixed Results for Global Fixed Income Markets 1Q18
The Bloomberg Barclays US Aggregate Bond Index fell 1.5%, with corporate and securitized sectors underperforming Treasuries. The Bloomberg Barclays Global Aggregate Index (hedged) fell 0.1% (versus a gain of 1.4% for the unhedged version). Local currency emerging market debt was a top-performing asset class in the first quarter.
May 4, 2018
Global Equities: Volatility Returns and Markets Sag
Volatility returned in the first quarter and U.S. equities faltered over concerns about a more aggressive global trade policy and uncertainty over the pace of interest rate hikes. .
May 1, 2018
Year in Review: Private Market Activity Maintains Strong Pace
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