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Featured Research

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Title
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During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2023-2032 Capital Markets Assumptions.
January 23, 2023
Webinar: Callan's 2023-2032 Capital Markets Assumptions
Jay Kloepfer Kevin Machiz Adam Lozinski
Videos
The Periodic Table of Investment Returns depicts annual returns for key asset classes, ranked from best to worst performance for each calendar year.
January 16, 2023
The Callan Periodic Table of Investment Returns: Year-End 2022
Jay Kloepfer
Callan Periodic Table
In this webinar, Callan experts will walk investment managers through a live demo of CallanDNA. Learn what fields are most important to Callan consultants and how your data ultimately gets used, for both public markets and private markets.
January 6, 2023
Webinar: Live Demo of CallanDNA – For Investment Managers
Ashley Kahn David Zee Aaron Quach
Videos
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
January 5, 2023
December 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Callan’s annual Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding to make peer comparisons more accurate and relevant. The 2022 study covers 27 investor-owned and 26 public power utilities (excluding public power owners with small shares) with an ownership interest in the 93 operating nuclear reactors and 15 of the non-operating reactors in the U.S.
December 15, 2022
2022 Nuclear Decommissioning Funding Study
Julia Moriarty
Surveys/Studies
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.
December 15, 2022
November 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Janet Becker-Wold and Lauren Mathias provide a guide to currency trends for institutional investors.
December 13, 2022
Considering Currency: A Guide for Institutional Investors
Janet Becker-Wold Lauren Mathias
Data Presentation
Callan's 10th annual survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
November 22, 2022
2022 ESG Survey
Thomas Shingler Hannah Vieira
Surveys/Studies
The Active vs. Passive Report analyzes how active investment managers performed against relevant benchmarks over the long term.
November 14, 2022
Active vs. Passive Report, 3Q22
Ivan "Butch" Cliff
Data Presentation
During this webinar, Callan specialists will look at asset classes broadly to examine where flows are going and why they are flowing this way.
November 14, 2022
Webinar: Follow the Money: Rebalancing During This Unusual Market Environment
Emily Hylton Jay Kloepfer Mark Andersen
Videos
Callan experts will offer key insights from our 2022 ESG Survey. This webinar will focus on the extent to which U.S. based asset owners are integrating ESG factors into their investment process and what concerns exist about ESG incorporation.
November 9, 2022
Webinar: 2022 ESG Survey Results
Thomas Shingler Hannah Vieira
Videos
The Market Pulse Report is a quarterly market guide covering the U.S. economy, institutional investors, and equities, fixed income, and alternatives.
November 7, 2022
Market Pulse, 3Q22
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.
November 4, 2022
3Q22 Capital Markets Review
Multiple
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
November 4, 2022
October 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Christine Mays and Aaron Quach analyze green financing, which is used to finance sustainable property improvements, and impact financing, which is available for properties with affordability requirements.
October 29, 2022
Real Assets Reporter, 3Q22
Aaron Quach Christine Mays