Biodiversity: A Relatively New Theme for ESG-focused Investors

Kristin Bradbury discusses the relatively new type of ESG thematic investing focused on biodiversity.

Callan Survey Sees First Decline in ESG Incorporation Since 2019

Eye microscope in hospital laboratory

Tom Shingler and Hannah Vieira describe the findings of our 2022 ESG Survey.

Total Expenses for Institutional Investors Fell 5% From 2015, Callan Survey Finds

Our 2021 Cost of Doing Business Survey examines total fund expenses and external investment management fees, as well as custody costs and other fund expenses.

Callan Survey Finds Nearly 50% of Respondents Incorporate ESG, Highest Level Ever

Eye microscope in hospital laboratory

Tom Shingler provides key takeaways from the Callan 2021 ESG Survey.

GameStopped—Or Just Getting Started?

A key issue highlighted by GameStop is the unintended consequences of zero-cost money and commission-free trading enabled by today’s highly stimulative monetary and fiscal policies.

Have We Learned the Lessons of the GFC About Liquidity?

Magnifying glass on stock market data

After a 10-year bull market in equities, the Global Financial Crisis (GFC) may seem like a distant memory. Yet the financial lessons of those times should be branded into our memory as fiduciaries. As financial markets collapsed, the lack of liquidity across all asset classes had serious consequences and limited the ability of institutional investors […]