Blog
Macro Trends
2021—Starting Off with Gusto!
►
Kristin Bradbury
4 min 3 sec
How the economy did in 1Q21, and the outlook ahead.
Operations
What We Found in Our Latest COVID-19 Survey of Investment Managers
►
Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
ESG
The Gray Areas in Green Bonds
►
Kristin Bradbury
3 min 5 sec
A common challenge for those investing in green bonds is that there is no uniform set of requirements or standards. This makes analysis and monitoring...
Macro Trends
The Story Behind Callan’s 2021 Capital Markets Assumptions
►
Capital Markets Research
6 min 52 sec
An explanation of Callan's 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year's projections.
Public Markets
GameStopped—Or Just Getting Started?
►
Jim McKee
2 min 20 sec
A key issue highlighted by GameStop is the unintended consequences of zero-cost money and commission-free trading enabled by today’s highly stimulat...
Operations
Relief Bill Provides a Shot in the Arm to Corporate Pensions
►
William Emmett
4 min 37 sec
The $1.9 trillion economic relief bill included another round of pension funding relief that reduces required, tax-deductible contributions for single...
Operations
Bloomberg Barclays Pricing Time Change and What It Means for Institutional Investors
►
Kyle Fekete
1 min 42 sec
Asset owners, investment managers, and other parties may experience discrepancies in reporting point-in-time pricing or performance as a result.
Macro Trends
Why the Yield Curve Is Really Curving
►
Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Date
Title
Author
Type
Topic
Author
Date
Defined Benefit
Macro Trends
Why the Yield Curve Is Really Curving
►
Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
ESG
What You Need to Know About the Net Zero Asset Managers Initiative
►
ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
ESG
What You Need to Know About Green Building Certifications
►
Aaron Quach
3 min 59 sec
Green building certifications vary significantly based on their objective, administrator, and prominence in the industry.
Operations
What We Found in Our Latest COVID-19 Survey of Investment Managers
►
Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Private Markets
What the Leveraged Loan Selloff Means for Institutional Investors
►
Nathan Wong
5 min 53 sec
Leveraged loans are on track for their worst-performing month, with the S&P/LSTA U.S. Leveraged Loan Index down nearly 17% as the quarter nears its en...
Private Markets
What Investors Need to Know About the Potential Eviction Crisis
►
Aaron Quach
4 min 21 sec
Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indic...
Operations
Updated COVID-19 Survey: Most Managers’ Offices Closed, With Many Not Reopening Until 2021
►
Shane Blanton
2 min 25 sec
Overall, managers were much less optimistic about the resumption of business as usual in September compared to our first survey in June.
Macro Trends
The Story Behind Callan’s 2021 Capital Markets Assumptions
►
Capital Markets Research
6 min 52 sec
An explanation of Callan's 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year's projections.
Date
Title
Author
Type
1
2
3
4
Defined Contribution
Operations
Will Boring Still Be Beautiful?
►
James Veneruso
1 min 36 sec
A simple, "boring," glidepath beat a diversified one over the last 10 years. Will that continue?
Macro Trends
Why the Yield Curve Is Really Curving
►
Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Operations
What You Need to Know About the SECURE Act
►
James Veneruso
1 min 13 sec
The most substantial legislation affecting retirement since the Pension Protection Act of 2006 became law recently. Known as the SECURE Act (for Setti...
ESG
What You Need to Know About the Net Zero Asset Managers Initiative
►
ESG Consulting Group
3 min 24 sec
Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.
Operations
What We Found in Our Latest COVID-19 Survey of Investment Managers
►
Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
Operations
What Has Changed Over the Years with DC Plans
►
Jana Steele
4 min 13 sec
Callan just opened the 2019 Defined Contribution Trends Survey, the 12th we have conducted in its current incarnation, and we thought it would be help...
Operations
Two Questions Could Save Your DC Plan Millions
►
Rod Bare
3 min 33 sec
In my recent paper, “Dear CFO: Two Questions Could Save Your Company Millions in Litigation Costs,” I addressed some of the challenges facing de...
Macro Trends
The Supreme Court Decides Not to Decide
►
Jana Steele
3 min 7 sec
The U.S. Supreme Court has an unusual number of Employee Retirement Income Security Act (ERISA) petitions before it in the 2019-20 term.
Date
Title
Author
Type
1
2
3
4
Nonprofit
Macro Trends
2021—Starting Off with Gusto!
►
Kristin Bradbury
4 min 3 sec
How the economy did in 1Q21, and the outlook ahead.
Operations
What We Found in Our Latest COVID-19 Survey of Investment Managers
►
Amy Jones
2 min 57 sec
The 3rd edition of our Coping with COVID-19 survey of investment managers focuses on plans for office reopenings and vaccination policies.
ESG
The Gray Areas in Green Bonds
►
Kristin Bradbury
3 min 5 sec
A common challenge for those investing in green bonds is that there is no uniform set of requirements or standards. This makes analysis and monitoring...
Macro Trends
The Story Behind Callan’s 2021 Capital Markets Assumptions
►
Capital Markets Research
6 min 52 sec
An explanation of Callan's 2021-2030 Capital Markets Assumptions, how they were developed, and what changed from last year's projections.
Public Markets
GameStopped—Or Just Getting Started?
►
Jim McKee
2 min 20 sec
A key issue highlighted by GameStop is the unintended consequences of zero-cost money and commission-free trading enabled by today’s highly stimulat...
Operations
Bloomberg Barclays Pricing Time Change and What It Means for Institutional Investors
►
Kyle Fekete
1 min 42 sec
Asset owners, investment managers, and other parties may experience discrepancies in reporting point-in-time pricing or performance as a result.
Macro Trends
Why the Yield Curve Is Really Curving
►
Dario Buechi
2 min 37 sec
As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.
Private Markets
What Investors Need to Know About the Potential Eviction Crisis
►
Aaron Quach
4 min 21 sec
Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indic...
Date
Title
Author
Type
1
2
3
4