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Here you'll find the latest updates on Callan all in one place—press releases, news articles, original research and surveys, corporate initiatives, insights on our culture and people, historical information, and more. 

Press & News

Read “Amy Jones Thinks Long Term About Funds… and Farming” in this multi-page splash on Callan's unique approach to manager selection.

IN THE NEWS

NewsIconP&I: Underfunded Public Plans Facing a New Round of Woes (4/6/20)

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NewsIconPension Bridge: Jim Callahan Featured in "Pioneers in the Consulting Industry" (4/2/20)

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NewsIconEmerging Manager Monthly: Conferences, Events Delayed or Moved to... (4/1/20)

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NewsIconIgnites: Empower, Voya Waive Fees for 401(k) Hardship, Loan Withdrawals (4/2/20)

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NewsIconInvestment News: Market Volatility Likely to Prompt 401(k) Plan... (3/30/20)

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NewsIconP&I: Asset Owners Keep Steady Hand on Wheel (3/23/20)

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NewsIconSHRM: Help Panicking 401(k) Participants Stay the Course (3/20/20)

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NewsIconBenefitsCanada: Private Equity Sees Robust Investment in 2019 (3/20/20)

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NewsIconFundFire: Pensions Postpone Meetings, Explore Teleconferencing to Avoid... (3/18/20)

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NewsIconP&I: For Most Asset Owners, It's Status Quo for Portfolios (3/13/20)

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NewsIconP&I: Tulsa Municipal Employees Sticks with Callan as Investment Consultant (3/12/20)

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NewsIconProfessional Buyer: Amy Jones Thinks Long Term About Funds... and Farming (3/10/20)

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NewsIconP&I: Customization to Play Huge Role in Funds of Tomorrow (3/9/20)

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NewsIconFIN News: Managers, Consultants Preach Patience as Markets Continue... (3/9/20)

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NewsIconP&I: Still Boring After All These Years, Idaho Makes Case for Convention (3/8/20)

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NewsIconForbes: During Market Volatility, Focus on What You Can Control  (3/5/20)

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NewsIconEmerging Manager Monthly: Callan Celebrating 10 Years of Callan Connects (3/4/20)

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NewsIconSavvy Investor: Markets Outlook: The Calm Before the Storm  (3/3/20)

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NewsIconAlaska Public Media: Lawmakers, Alaska Permanent Fund Trustees...  (2/25/20)

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NewsIconP&I: New Crop of CIOs Unlikely to Fail in Next Market Flop (2/10/20)

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NewsIconP&I: Fixed Income Increases as More Plans Shed Risk (2/10/20)

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NewsIconP&I: Target-Date Funds Remain Voracious (2/10/20)

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NewsIconP&I: Passive Bonds Displaying Vibrance Despite Era of Go-Go Stock Market (2/10/20)

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NewsIconBroadcast Retirement Network: A Closer Look at Stable Value Funds (2/7/20)

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NewsIconSeeking Alpha: Random Is as Random Does (2/5/20)

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NewsIconInvestmentNews: Roth 401(k)s Could Get a Boost from the SECURE Act (2/4/20)

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NewsIconFundFire: Institutional Investors Prepare for Geopolitical Threats... (2/4/20)

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NewsIconP&I: NYS Teachers Hires Callan as Consultant (1/31/20)

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NewsIconWall Street Journal: How to Turn Your Nest Egg into Steady Payments (1/30/20)

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NewsIconFundFire: Hedge Funds Struggle as Investors Pull $100B (1/29/20)

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NewsIconSavvyInvestor: Alternative Assets Outlook (1/29/20)

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NewsIconSHRM: 401(k) Savings Rates Are Up, and SECURE May Push Them Higher (1/28/20)

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NewsIconIgnites: Plan Sponsors, Shops Shift Focus from Saving to Spending (1/24/20)

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NewsIconInstitutional Investor: Hedge Fund Activists Pivot to ESG (1/23/20)

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NewsIconPlanSponsor: Consider the More Conservative Investments Retirees... (1/21/20)

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NewsIconPlanSponsor: Low Interest Rates - The Downside (1/21/20)

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NewsIconCaptive Int'l: Let's Make the Year of the Rat the Year of the Captive Investment... (1/20/20)

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NewsIconP&I: Research Shows Investing Decisions Made Based on Order Options... (1/13/20)

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NewsIconInvestmentNews: Managing 401(k) Fees Remains Top Plan Sponsor Concern (1/13/20)

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NewsIconPlanSponsor: DC Plans Moving to Become Decumulation Vehicles (1/13/20)

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NewsIconP&I: Little Uptake Seen on Offering Lifetime Income Products (1/13/20)

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NewsIconP&I: Firms See Technology as Savior to Cut Costs... (1/13/20)

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NewsIconFIN News: Passive Makes Its Way Into Target Date Funds (1/10/20)

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NewsIconBenefits Canada: Fees, Member Communication Top Priorities for U.S. DC Plans (1/10/20)

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NewsIconNAPA Net: Fees, Participant Communication Remain Top DC Focus Areas... (1/10/20)

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NewsIcon401(k) Specialist: 2020 Plan Sponsor Focus: Fees, Participant Communication (1/10/20)

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NewsIconIgnites: Plans Want to Pay Recordkeepers Less to Do More (1/9/20)

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NewsIconP&I: DC Plans Want Split Between Recordkeepers, TDFs (1/9/20)

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NewsIconP&I: Reviewing Fees Still Top of Mind for DC Plan Sponsors (1/9/20)

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NewsIconEmerging Manager Monthly: Investment Consultant Initiatives Plentiful... (1/8/20)

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NewsIconNonprofit News: 2020 Traditional Investments Outlook (1/2/20)

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NewsIconWorld Economic Forum: How Social/Environmental Responsibility Can Boost... (1/2/20)

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NewsIconFundFire: What's in Store for 2020? Consultants Dig into Private Market... (12/30/19)

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NewsIconP&I: Invesco Founder Lauded for Management Style (12/23/19)

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NewsIconFundFire: Public Pensions Pare Back Allocations to U.S. Equity (12/23/19)

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NewsIcon401(k) Specialist: Retirement Security Requires the Right Infrastructure (12/19/19)

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NewsIconFundFire: The Big Slice of the Pie: Why a Few Managers Make the Most... (12/13/19)

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NewsIconP&I: Active Managers Responsible for 98% of Fees (12/12/19)

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NewsIconFIN News: Study Reveals Negotiated Fees for Institutional Investors (12/11/19)

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NewsIconSavvy Investor: 2019 Award Winners (12/9/19)

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NewsIconFundFire: Hedge Funds Face Stagnant 2020 as 4 of 5 to Curb Allocations (12/4/19)

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NewsIconP&I: Alabama Trust Fund Sticks with Callan as Investment Consultant (12/3/19)

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NewsIconFundFire: Brookfield Flagship Funds on Track to Haul in $50B (11/27/19)

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NewsIconHarvard Law: Does Money Talk? Market Discipline Through Selloffs and... (11/26/19)

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NewsIconP&I: Consultants Weighing Impact of Global Financial Challenges (11/25/19)

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NewsIconP&I: Pace of M&A Deals Not Seen to Slow Down Anytime Soon (11/25/19)

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NewsIconP&I: Sponsors Take Steps to Reduce Company-Stock Litigation Risk (11/25/19)

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NewsIconFundFire: Consultants Split on How Best to Evaluate Managers on ESG (11/19/19)

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NewsIconPlanSponsor: SDBAs Will Produce if Conditions Are Ripe (11/15/19)

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NewsIconFIN News: Callan Establishes New ESG Committee; ESG Practice Leader... (11/8/19)

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NewsIconP&I: Callan Adds Private Credit Specialist Consultant (11/5/19)

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NewsIconP&I: Problem Portfolio Companies Are an Issue for Investors (10/28/19)

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NewsIconAsianInvestor: Are Junk Bonds Worth the Risk Now? (10/24/19)

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NewsIconFIN News: MLP Pipeline Drying Up (10/22/19)

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NewsIconFundFire: Callan, Alts Platform Partner to Get RIAs Better Fund Access (10/18/19)

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NewsIconFIN News: ESG Adoption Growing, Broadening Across U.S. Inst'l Landscape (10/17/19)

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NewsIconHedge Week: Proteus Partners with Callan to Provide Expanded Access to... (10/16/19)

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NewsIconIgnites: Financial Wellness Programs Aren't Just for Clients (10/14/19)

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NewsIconP&I: Unconstrained Fixed Income Roundtable (10/14/19)

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NewsIconFundFire: Going for an ESG Mandate? Inst'l Investors Want to See... (10/11/19)

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NewsIconOpalesque: U.S. Institutional Investors Warming up to ESG Investing (10/11/19)

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NewsIconP&I: ESG Incorporation Starting to Take Hold in U.S. (10/10/19)

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NewsIconNAPA Net: Are DC Plans Finally Warming Up to ESG Investing? (10/10/19)

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NewsIconFundFire: Institutional Investors Search for a Place to 'Hide 'Amid... (10/9/19)

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NewsIcon401(k) Specialist: Almost Half of Institutional Investors Consider ESG... (10/8/19)

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NewsIconCIO: List of the World's Most Influential Investment Consultants (10/7/19)

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NewsIconGlobal Investor: Transition Management: Fundamental Questions... (10/2/19)

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NewsIconFIN News: Callan Hires VP, Consultant (10/1/19)

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NewsIconIgnites: Robo Start-Ups Face Uphill Battle Following Vanguard... (10/1/19)

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NewsIconPlanSponsor: Considerations for Offering SDBAs in Retirement Plans (9/24/19)

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NewsIconCaptive Int'l: Captive Governance and the Investment Portfolio (9/17/19)

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NewsIconAsianInvestor: Institutional Investors on Global De-Risking Drive (9/12/19)

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NewsIconPlanSponsor: Real Estate Could Be a Prudent Investment Choice for DC Plans (9/10/19)

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NewsIconFundFire: How to Earn a Top ESG Rating from Callan (9/9/19)

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NewsIconP&I: Arbitration Ruling Piques Sponsors' Interest (9/2/19)

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NewsIconP&I: TIPS See Incremental Boost But Still Seen as Wallflower (9/2/19)

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NewsIconWSJ: The Funds That Make You Buy Low and Sell High (8/30/19)

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NewsIconFundFire: Co-Investment Spree May Spark 'Carnage' in a Downturn (8/14/19)

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NewsIconMarketWatch: Why Annuities Should Be Part of Your Retirement 'Pension' (8/12/19)

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NewsIconP&I: Shifts in 401(k) Options Illustrate Spotlight on Fees (8/5/19)

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NewsIconP&I: Programs Gain Traction, but Not All Sold (8/5/19)

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NewsIconP&I: Hedge Fund Investments Up; Asset Owners Eye Diversification (8/5/19)

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NewsIconPlanSponsor: Fee Variations (7/31/19)

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NewsIconPlanSponsor: NQDC Investment Menus (7/31/19)

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NewsIconPlanSponsor: Equity Factor Investing (7/31/19)

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NewsIconP&I: More Sponsors Cut a Break on 401(k) Loan Repayment (7/22/19)

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NewsIconP&I: A 'Difficult Period' Pushes DC Assets into the Basement (7/22/19)

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NewsIconAP News: Do You Need a Roth 401(k)? (7/18/19)

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NewsIconFundFire: Arizona State Adds $100M in Socially Responsible Investments... (7/12/19)

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NewsIconP&I: Variety on Full Display in Summer Reading Lists (7/8/19)

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NewsIconIgnites: Workers Don't Feel Financially Well, Despite Programs Meant... (7/2/19)

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NewsIconBenefits Canada: A Look at DC Pension Trends in the U.S. (6/28/19)

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NewsIconForbes: Don't Make These Classic Investment Mistakes (6/28/19)

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NewsIconPlanSponsor: Why Should Participant Distribution Decisions Matter... (6/26/19)

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NewsIconBenefits Canada: What Makes a Good Outsourced Chief Investment Officer? (6/25/19)

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NewsIconPlanSponsor: Participants Lack Knowledge About Retirement Plan Rollovers (6/25/19)

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NewsIconP&I: Managers Find Money Market Funds No Longer a Drain (6/24/19)

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NewsIconP&I: CIT Target-Date Assets Surging as Mutual Funds Hit by Outflows (6/24/19)

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NewsIconBenefitsPro: Will Offering Too Many Options Get a Plan Sponsor in... (6/24/19)

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NewsIcon401(k) Specialist: The Critical Case for Stable Value in 401(k)s (6/24/19)

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NewsIconPlanAdviser: Hedge Co-Investing on the Rise as New Players Enter Fray (6/19/19)

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NewsIconUSA Today: Investors See Huge Profits from Old Nuclear Plants, But... (6/19/19)

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NewsIconFundFire: Callan Hires Former Aon Consultant for NJ Office (6/11/19)

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NewsIconIPE: Artificial Intelligence: Let Me Tell You What You Really Think (6/10/19)

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NewsIconPlanAdviser: Learning from Asset Managers' Defined Contribution Plans (6/4/19)

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NewsIconBenefitsPro: How Asset Managers Run Their Own 401(k)s (6/3/19)

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NewsIcon CIO: Money Managers' Own Plans Have Higher Balances, More Choices (5/31/19)

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NewsIconBisnow: Why REITs and Their Investors Are Betting Big on ESG (5/30/19)

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NewsIconNerdWallet: How Does Your 401(k) Compare to Average? (5/29/19)

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NewsIconP&I: More Managers Adding ESG Positions to Meet Demand (5/27/19)

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NewsIconP&I: Target-Date Funds Feel More Pressure on Already Low Fees (5/27/19)

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NewsIconP&I: Fourth-Quarter Market Plunge Pulls Most Firms Down for Year (5/27/19)

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NewsIconP&I: DC Plans Still Slow on Moving Alts into Lineups (5/27/19)

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NewsIcon401(k) Specialist: How Do 401ks Stack Up for... (5/17/19)

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NewsIconNAPA Net: How Do Money Managers' Own 401(k)s Compare? (5/17/19)

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NewsIconP&I: Money Manager-Sponsored 401(k) Plans Have Higher... (5/15/19)

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NewsIconWorkforce: Cybersecurity Retirement Risks Trouble Benefits Leaders (5/13/19)

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NewsIconP&I: Investors Still Stalwart Despite 2018 Setback (5/13/19)

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NewsIconP&I: Debunking ESG Myths Crucial for DC Acceptance (5/13/19)

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NewsIconInstitutional Investor: As the World Fractures, Asset Allocators Are... (5/9/19)

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NewsIconFundFire: Managers Accept Fees Far Below Stated Levels (5/3/19)

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NewsIconSavvy Investor: The Best Global Investment Outlook Whitepapers (5/3/19)

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NewsIconPlanSponsor: Out of Harm's Way: Best Practices for Protecting Plan Data (5/1/19)

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NewsIconFundFire: Trump Executive Order Threatens Pension ESG Adoption (4/17/19)

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NewsIconP&I: Cybersecurity Still Key Issue for Record Keepers (4/15/19)

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NewsIconIPE: U.S. States Move to Fill Pension Gap (4/10/19)

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NewsIconPlanAdviser: Few Fully Bundled Mega Plans Remain (4/10/19)

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NewsIconP&I: Alaska Taps Callan for 2 Consultant Roles (4/9/19)

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NewsIconIPE: U.S. Core Funds - Industrial Odyssey (4/1/19)

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