Blog

Callan Institute logo
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.
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.

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.

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...