Archives: Blog

July 17, 2018
U.S. stocks did well in the 2nd quarter and outpaced non-U.S. equities. Rates rose in the U.S. and the yield curve flattened. Currencies drove returns for non-U.S. fixed income. Geopolitics played a big role in commodity returns
June 14, 2018
With Social Security facing a demographic crisis, defined contribution plan sponsors should focus on the "decumulation" phase of their plans, when participants are drawing down their assets for income in retirement
June 5, 2018
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
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
There is no shortage of interest around the environmental, social, and governance (ESG) space, but defined contribution plans remain somewhat skeptical about ESG options.
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