There are 13 results for 'Industry news'

Greg Allen on the Big Themes

Greg Allen, Callan’s chief executive officer and chief research officer, recently sat down with Millie Viqueira, head of our Fund Sponsor Consulting Group, to talk about his 30 years at Callan. The wide-ranging interview touched...

A Look at the New Communication Services Sector

The Telecommunication Services sector has been shrinking; its share of the S&P 500 Index’s market value is just 2%, down from near 10% in 1989, and now includes only three companies. Telecom companies have been merging with media and internet...

ESG Survey (2017)

In Callan’s 2017 ESG Survey, we found that adoption rates of environmental, social, and governance (ESG) factors into the investment decision-making process among institutional investors has leveled off. In 2017, 37% of fund sponsors incorporated ESG factors into their...

Investment Management Fee Survey (2017)

Callan conducted a survey of institutional investors to offer insights regarding the fees paid for investment management services. This is the seventh installment of our Investment Management Fee Survey, and 2016 marks the 30-year anniversary of the original publication.The...

Celebrating 30 Years of the Global Investment Performance Standards (GIPS)

A look back at the history of the CFA Institute Performance Presentation Standards: an industry game changer.Estimated reading time: 3 min, 26 secManager performance composites weren’t always a useful tool to assess historical manager performance. Prior to the mid-1980s, reporting...

Conference Highlights: NASRA

JJ Milder and Brady OConnell recently attended the National Association of State Retirement Administrators (NASRA) conference in Baltimore. NASRA seeks to gather senior leaders and trustees from large public pension plans to improve education and information sharing.Estimated reading time:...

Conference Highlights: ConsortiumEAST 2017

I recently attended ConsortiumEAST 2017: Connecting Institutional Investors, Emerging and Diverse Managers in New York, organized by RG and Associates.(Estimated reading time: 2 min)This well-organized event featured sessions including the following:Fireside Chat – Doing Away with GroupthinkKey takeaways included:The philosophy...

In Context: Markets in Financial Instruments Directive (MiFID) II

Over the last year, Callan has been fielding questions from both asset owners and asset managers regarding MiFID II. There is certainly some confusion among US-based asset owners utilizing Europe-based money managers (and/or US-based money managers with operations and portfolio...

Conference Highlights: National Association of Securities Professionals (NASP)

Callan recently presented at the 28th Annual Pension and Financial Services Conference hosted by the National Association of Securities Professionals (NASP) in Los Angeles. In attendance were about 560 people, of which approximately 160 were plan sponsors.On day one of...

How Index Changes May Affect Investors

UPDATED: After consulting with index users and other parties, FTSE Russell recently announced that it would exclude some securities issued by companies with unequal voting rights from its indices, following its decision to exclude shares of Snap, the popular social...

No Homefield Advantage for Fund Sponsors

A post-election rally, higher interest rates, and political uncertainty in Europe and Asia left global markets unfazed as stocks and bonds rallied. Both U.S. and non-U.S. stocks delivered stellar returns in the first three months of 2017. That put some...

Book Review: Black Edge

Book Review of Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street, by Sheelah KolhatkarIn the spirit of Den of Thieves, James B. Stewart’s classic book about the insider trading...

ESG Continues to Climb

For the fourth straight year, Callan’s survey to assess the status of environ­mental, social, and governance (ESG) factor integration reveals increasing traction among U.S. investors.(Estimated reading time: 1 min, 40 sec)ESG investing—including responsible and sustainable investment strategies and socially...