Research Library

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Title
Research Formats
Author
Date
Excerpt
Date
Title
Author
Type
May 7, 2021
Capital Markets Review, 1Q21
Multiple
May 5, 2021
Market Pulse Flipbook, 1st Quarter 2021
Shane Blanton Jacki Hoagland
Data Presentation
May 5, 2021
Active vs. Passive Charts, 1Q21
Ivan "Butch" Cliff
Data Presentation
The March 2021 update for the Callan Periodic Table, also including YTD 2021 returns and annual returns back to 2012.
April 7, 2021
March 2021 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Callan's Real Assets Consulting group identifies seven indicators--based on spreads in real estate and fixed income markets--that, combined with an understanding of prevailing market dynamics, have helped signal when the institutional real estate market is overheated or cooled.
April 1, 2021
Real Estate Indicators, 4Q20
Avery Robinson
Data Presentation
Callan conducted a third survey of investment managers regarding how their firms were responding to the COVID-19 pandemic, focusing on office closures and re-openings, work-from-home approaches, business travel, and meetings. This edition also includes data on how firms are handling attendance to live events and changes to employee benefits packages specific to the COVID-19 pandemic. Respondents reflected a wide variety of firms by location, employee size, assets under management, and ownership structure.
March 29, 2021
Coping with COVID-19: How Work Is Evolving for Investment Managers, 3rd Edition
Greg Allen Shane Blanton Amy Jones
Surveys/Studies
This issue of the Hedge Fund Monitor delves into the key long-term issues exposed by the GameStop saga and what institutional investors should do.
March 12, 2021
GameStopped--or Just Getting Started? | 4Q20 Hedge Fund Monitor
Jim McKee
White Paper
March 8, 2021
Webinar: 2021 DC Survey – Governance, Legislation, and Financial Wellness, Oh My! (2021)
Jana Steele Jamie McAllister Greg Ungerman
Videos
The February 2021 update for the Callan Periodic Table, also including YTD 2021 returns and annual returns back to 2011.
March 8, 2021
February 2021 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, and should engage with their real estate investment managers to understand how non-payment of rent is treated.
February 23, 2021
Real Assets Reporter, 4Q20
Aaron Quach Munir Iman
A high-level summary of private equity activity through all the stages of the investment cycle, from fundraising to investments to exits.
February 22, 2021
Private Equity Trends, 4Q20
Gary Robertson Ashley DeLuce
For the period 2021-2030, we made almost revolutionary changes to our projections. We also added several new asset classes, including private credit.
February 13, 2021
Callan Capital Markets Assumptions 2021-2030
Capital Markets Research
White Paper
Expanding upon our Classic Periodic Table, the Collection offers additional versions focused on equity, fixed income, institutional investors, and alternatives such as real estate, private equity, and hedge funds. Other tables compare the performance of key indices to zero and to inflation.
February 12, 2021
The Callan Periodic Table Collection: Year-End 2020
Jay Kloepfer Jacki Hoagland
Data Presentation
Callan expert analyzes the performance of hedge funds and multi-asset class (MAC) strategies in 4Q20 and provides insights for institutional investors.
February 11, 2021
Hedge Fund Quarterly, 4Q20
Jim McKee
The Capital Markets Review provides analysis and a broad overview of the economy and public and private market activity each quarter across a wide range of asset classes.
February 9, 2021
Capital Markets Review, 4Q20
Multiple