Research Library

During the one-hour webinar, you will hear from senior professionals discussing insights from institutional investors, as well as trends and search activity for equities, fixed income, and alternative investments. 

January 22, 2021

4Q Market Intelligence - Special Edition Webinar (2021)

Jay Kloepfer Anne Maloney Millie Viqueira Benjamin Taylor Sweta Vaidya

During this interview, Mark Wood discussed with Wendy Cromwell from Wellington the newly created Net Zero Asset Manager Initiative, the role asset managers should play in reducing emissions and how asset managers can help asset owners meet individual portfolio de-carbonization goals. 

January 20, 2021

Research Cafe: ESG Interview Series Session 1 (2021)

Mark Wood

Each year, Callan develops long-term capital market assumptions, detailing expected return, standard deviation, and correlations for the major asset classes. This charticle summarizes key figures from Callan's 2021-2030 capital market assumptions.

January 20, 2021

Capital Markets Assumptions 2021-2030 Charticle

Multiple

The Periodic Table of Investment Returns depicts annual returns for 9 asset classes, ranked from best to worst performance for each calendar year.

January 15, 2021

The Callan Periodic Table of Investment Returns: Year-End 2020

Jay Kloepfer

During this webinar, Jay Kloepfer, Kevin Machiz, and Adam Lozinski described our 2021-2030 Capital Markets Assumptions.

January 14, 2021

Webinar: Callan's 2021-2030 Capital Markets Assumptions (2021)

Jay Kloepfer Kevin Machiz Adam Lozinski

A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

January 6, 2021

December 2020 Monthly Periodic Table of Investment Returns

Jay Kloepfer

In this quarter's Hedge Fund Monitor, Jim McKee explains and analyzes the newly introduced set of alternative risk premia (ARP) indices from Bloomberg and Goldman Sachs Asset Management. This index suite can help institutional investors evaluate the performance of their strategies that use ARP solutions.

December 8, 2020

Under the Hood of Alternative Beta | Hedge Fund Monitor, 3Q20

Jim McKee

A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

December 4, 2020

November 2020 Monthly Periodic Table of Investment Returns

Jay Kloepfer

In this quarter's edition, Aaron Quach explains some of the key green-building certification standards and what they mean for institutional investors, and Munir Iman provides an update on 3rd quarter performance for real estate and other real assets.

November 17, 2020

Real Assets Reporter, 3Q20

Aaron Quach Munir Iman

This newsletter from Callan’s Private Equity Consulting Group provides a high-level summary of private equity activity in the quarter through all the investment stages, from fundraising to exits, as well as performance data across a range of market cycles.

November 17, 2020

Private Equity Trends, 3Q20

Gary Robertson Ashley DeLuce

Callan's Jim McKee provides commentary on the most recent developments for hedge funds and multi-asset class (MAC) strategies.

November 17, 2020

Hedge Fund Quarterly, 3Q20

Jim McKee

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 6, 2020

Capital Markets Review, 3Q20

Multiple

A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

November 5, 2020

October 2020 Monthly Periodic Table of Investment Returns

Jay Kloepfer Jacki Hoagland

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, 2020

Market Pulse Flipbook, 3rd Quarter 2020

Shane Blanton Jacki Hoagland

This series of charts compares active managers alongside relevant benchmarks over the long term.

November 3, 2020

Active vs. Passive Charts, 3Q20

Ivan "Butch" Cliff

Pete Keliuotis and Ashley DeLuce will use the Private Equity survey results to provide actionable insights for institutional investors to help them negotiate with private equity managers.

October 7, 2020

Research Cafe: Private Equity (2020)

Pete Keliuotis Ashley DeLuce

A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate.

October 6, 2020

Monthly Periodic Table of Investment Returns, September 2020

Jay Kloepfer Jacki Hoagland

Callan's eighth annual survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market.

September 28, 2020

2020 ESG Survey

Alex Hoy Shane Blanton Thomas Shingler

Following up on our June publication, Callan again surveyed investment managers regarding how their firms were responding to the COVID-19 pandemic, focusing on office closures and reopenings, work-from-home approaches, business travel, and meetings. This edition also includes data on how firms are handling employee engagement and strategies implemented for digital presentations. Respondents reflected a wide variety of firms by location, employee size, assets under management, and ownership structure. 

September 11, 2020

Coping with COVID-19: How Work Is Evolving for Investment Managers, 2nd Edition

Greg Allen Shane Blanton Amy Jones

A monthly update for Callan's Periodic Table of Investment Returns, covering the major public equity and fixed income asset classes.

September 5, 2020

Monthly Periodic Table of Investment Returns, August 2020

Jay Kloepfer