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Archives: Blog

March 23, 2018
Callan Poll: How Many Funds Are Considering Gun Divestiture
March 20, 2018
Our Manager Search Process
March 16, 2018
Evaluating Average DC Plan Fees
A new feature of Callan’s DC Index, the DC Fee Analysis chart, examines the effects of plan size, participant allocations, and vehicle utilization on investment management fees
March 14, 2018
Divest or Engage? Our Advice
The spate of deadly shootings in the U.S. has caused some institutional investors to ask whether there are ways to use their portfolio assets to signal they would like to see change related to firearms and their role in society. For some, divestment may be a reasonable course, but for many it is neither prudent nor reasonable. Alternatively, engagement may be an effective way to achieve a social objective while staying true to the fund’s goals
March 12, 2018
Trade Wars and Other Risks to the Global Economy
Zanny Minton Beddoes, the editor-in-chief of The Economist, highlighted the “extraordinary dichotomy” between the political realm, full of grim news, and the global economy and financial markets, which are remarkably strong. The focus for investors, she said, should be to take a stance on which of those two views is right: Should they believe in the strength of the economy or take a signal from the bad political news?
March 2, 2018
MLPs Keep Tax-Favored Status Under New Law
March 1, 2018
Technology Challenges in Volatile Markets
During the recent market volatility, some larger defined contribution (DC) plan vendors experienced difficulty managing peak participant online access or transactional capabilities with their participant websites and/or trading platforms. Plan sponsors would benefit from reviewing their vendor’s technology to confirm it is adequate to support the plan and participants. .
February 20, 2018
Managed Accounts: 'You Can't Always Get What You Want'
February 16, 2018
Risk Takers See Less as More
While raw equity beta surged, hedge funds experienced positive but more modest results. Representing a paper portfolio of hedge fund interests without implementation costs, the Credit Suisse Hedge Fund Index (CS HFI) rose 2.3% in the fourth quarter. The median manager in the Callan Hedge Fund-of-Funds Database advanced 1.5%, net of all fees and expenses.
February 15, 2018
4th Quarter Update on Commercial Real Estate
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