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Callan’s 2021 Private Equity Fees and Terms Study is a comprehensive update to our inaugural study conducted last year. With each year, the study’s dataset broadens, and this year we include a wider variety of general partners and strategy types. The study is intended to help institutional investors better evaluate private equity funds, serving as an industry benchmark when comparing a partnership’s terms to its peers. This study can also be useful for general partners, to determine how their fees and terms compare to other managers.
November 30, 2021
2021 Private Equity Fees and Terms Study
Ashley DeLuce
Surveys/Studies
Munir Iman updates real estate and real assets returns in 3Q21.
November 16, 2021
Real Assets Reporter, 3Q21
Munir Iman
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.
November 15, 2021
Real Estate Indicators, 3Q21
Avery Robinson
Charticle
Gary Robertson analyzes private equity activity in 3Q21 and for the year to date.
November 15, 2021
Private Equity Trends, 3Q21
Gary Robertson
Monitoring and controlling costs is a primary fiduciary responsibility for all funds. In this survey, Callan compares the costs of administering and operating funds across all types of tax-exempt and tax-qualified organizations in the U.S. We identify practices and trends to help institutional investors manage expenses.
November 11, 2021
2021 Cost of Doing Business Survey
Shane Blanton Ivan "Butch" Cliff
Surveys/Studies
Joe McGuane provides an update on hedge fund and MAC activity in 3Q21.
November 10, 2021
Hedge Fund Quarterly, 3Q21
Joe McGuane
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.
November 9, 2021
Capital Markets Review, 3Q21
Multiple
This series of charts compares active managers alongside relevant benchmarks over the long term
November 8, 2021
Active vs. Passive Charts, 3rd Quarter 2021
Ivan "Butch" Cliff
Data Presentation
November 4, 2021
October 2021 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
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.
November 3, 2021
Market Pulse Flipbook, 3rd Quarter 2021
Shane Blanton Jacki Hoagland
Data Presentation
Callan's ninth annual survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.
November 1, 2021
2021 ESG Survey
Shane Blanton Thomas Shingler
Surveys/Studies
October 29, 2021
Research Cafe: Understanding Returns for Public DB Plans (2021)
John Pirone Brady O'Connell
Videos
Sean Lee explains what insurance-linked securities are and how they can be incorporated into institutional investors' portfolios.
October 20, 2021
A Guide to Reinsurance for Institutional Investors | 3Q21 Hedge Fund Monitor
Sean Lee
Callan Periodic Table of Investment Returns for September 2021, featuring equities, fixed income, and real estate.
October 7, 2021
September 2021 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
October 6, 2021
Webinar: ESG Interview Series (2021)
Mark Wood
Videos