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Featured Research

Title
Excerpt
Date
Title
Author
Type
Ashley DeLuce and Jonathan Farr will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.
May 12, 2022
Research Cafe: Private Equity (2022)
Ashley DeLuce Jonathan Farr
Videos
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.
May 6, 2022
Market Pulse Flipbook, 1st Quarter 2022
Jacki Hoagland
Data Presentation
The Capital Markets Review provides a broad range of analysis across U.S. and global equity and fixed income markets, alternative assets, and investor types.
May 6, 2022
Capital Markets Review, 1Q22
Multiple
The Monthly Periodic Table of Investment Returns for April 2022
May 6, 2022
April 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
During this interview, Mark Wood of Callan discusses with Jon Hale, Director of ESG Strategy at Morningstar the evolving definition of sustainable investments.
April 6, 2022
Research Cafe: ESG Interview Series Session 1 (2022)
Mark Wood
Videos
April 5, 2022
March 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Joe McGuane analyzes hedge fund performance in 2021 and provides an outlook for the asset class in 2022.
March 31, 2022
Alternatives Focus, 1Q22
Joe McGuane
Our latest monthly update for our Periodic Table of Investment Returns.
March 8, 2022
February 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
A white paper detailing the process involved in creating our 2022-2031 Capital Markets Assumptions and the reasoning behind them.
March 7, 2022
Callan 2022-2031 Capital Markets Assumptions
Capital Markets Research
White Paper
This webinar focuses on the results of Callan’s 2022 Defined Contribution Trends Survey, including fiduciary positioning, investments, retirement solutions, fees, and more.
March 1, 2022
Webinar: 2022 DC Survey Results (2022)
Jamie McAllister Greg Ungerman
Videos
This survey provides extensive information for DC plan sponsors to use in improving and benchmarking their plans.
March 1, 2022
2022 Defined Contribution Trends Survey
Jamie McAllister
Surveys/Studies
Barbara Bernard discusses five prominent ESG initiatives used by the real estate, infrastructure, timber, and agriculture sectors to facilitate value creation and improve sustainability. And Munir Iman provides results for 4Q21 real estate performance.
February 23, 2022
Real Assets Reporter, 4Q21
Munir Iman Barbara Bernard
Joe McGuane analyzes the performance of hedge funds and multi-asset class (MAC) strategies in 4Q21 and provides insights for institutional investors.
February 16, 2022
Hedge Fund Quarterly, 4Q21
Joe McGuane
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 15, 2022
The Callan Periodic Table Collection: Year-End 2021
Jay Kloepfer Jacki Hoagland
Callan Periodic Table
A high-level summary of private equity activity through all the stages of the investment cycle, from fundraising to investments to exits.
February 14, 2022
Private Equity Trends, 4Q21
Gary Robertson