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Date
Title
Author
Type
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
October 27, 2025
3Q25 Market Intelligence Report
Callan Institute
Data Presentation
Callan’s second Asset Manager Sustainable Investment Practices Study analyzes responses to various environmental, social, and governance questions in Callan's manager database by firm size, asset class, country of domicile, and ownership structure. The results reflect input from over 1,500 unique organizations.
October 20, 2025
2025 Asset Manager Sustainable Investment Practices Study
Hannah Vieira Thomas Shingler Elaine Wu Kyle Fekete
Surveys/Studies
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
October 14, 2025
September 2025 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
The Style, Trend, Analysis & Research (STAR) report provides in-depth analysis of asset flows across 29 long-only strategies. The benefit is understanding market effects on investor asset flows.
September 26, 2025
STAR Report Executive Summary: Mid-Year 2025
Data Presentation
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.
September 10, 2025
Real Estate Indicators, 2Q25
Avery Robinson
Charticle
September 4, 2025
Research Café: ESG Interview Series
Kyle Fekete
Videos
August 22, 2025
Research Café - Modeling Returns and Managing Market Cap Weights
Adam Lozinski Kevin Machiz
Videos
This series of charts compares active managers alongside relevant benchmarks over the long term.
August 13, 2025
Active vs. Passive Report, 2Q25
Ivan "Butch" Cliff
Data Presentation
A quarterly market reference guide covering trends in the U.S. economy, developments for institutional investors, and the latest data for U.S. and global ex-U.S. equities and fixed income, alternatives, and defined contribution plans.
August 13, 2025
Market Pulse, 2Q25
Jacki Hoagland
Data Presentation
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.
August 7, 2025
2Q25 Capital Markets Review
Multiple
The Market Intelligence Report provides detailed insights into search activity and investment trends to help investment managers.
July 25, 2025
2Q25 Market Intelligence Report
Callan Institute
Data Presentation
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
July 9, 2025
June 2025 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
June 26, 2025
Research Café - NAV Loans
Sarie Diloné David Wong
Videos
June 16, 2025
2025 DC Trends Survey Webinar
Jamie McAllister Patrick Wisdom Allison Leitgeb
Videos
Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.
June 13, 2025
2Q25 Real Assets Reporter: Office-to-Residential Conversions Update
Aaron Quach Christine Mays