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Featured Research

Title
Excerpt
Date
Title
Author
Type
Jana Steele describes financial wellness plans and the role that they can potentially play in DC plans.
September 27, 2022
Is Financial Wellness the Right Prescription for Your DC Plan?
Jana Steele
White Paper
A monthly update for Callan's Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
September 7, 2022
August 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Avery Robinson created these indicators to help gauge the temperature of the commercial real estate market.
September 6, 2022
Real Estate Indicators, 2Q22
Avery Robinson
Charticle
Jay Kloepfer and Adam Lozinski will share preliminary mid-year Capital Market Assumptions for 2023-2032.
September 2, 2022
Research Cafe: Preliminary Mid-Year Capital Market Assumptions (2022)
Jay Kloepfer Adam Lozinski
Videos
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
August 16, 2022
July 2022 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.
August 8, 2022
Market Pulse, 2Q22
Jacki Hoagland
Data Presentation
The Active vs. Passive Report analyzes how active managers performed against the relevant benchmarks over the long term.
August 8, 2022
Active vs. Passive Report, 2Q22
Ivan "Butch" Cliff
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.
August 4, 2022
2Q22 Capital Markets Review
Multiple
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
July 6, 2022
June 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Kevin Machiz analyzes whether institutional investors could take a DIY approach to strategic sector allocations and forego sector rotation within fixed income and still achieve results comparable to active managers. The analysis focused on core plus and long duration fixed income managers, and our study found that the average manager has added value with sector rotation, by measuring performance relative to risk-adjusted benchmarks that investors might seek to mimic when designing fixed income structures.
June 22, 2022
Do Active Fixed Income Managers Add Value With Sector Rotation?
Kevin Machiz
White Paper
A monthly update for Callan’s Periodic Table of Investment Returns, covering public equity, fixed income, and real estate
June 6, 2022
May 2022 Monthly Periodic Table of Investment Returns
Jay Kloepfer
Callan Periodic Table
Please join Bill Emmett, CFA at Callan as he interviews two experts in the PRT space to discuss the various issues and steps that occur after the PRT decision has been made and plan sponsors are engaging with insurers to offload pension obligations.
May 19, 2022
Webinar: Pension Risk Transfer (2022)
William Emmett
Videos
Lauren Sertich discusses the increasing number of investment options around data centers.
May 19, 2022
Real Assets Reporter, 1Q22
Lauren Sertich
Ashley Kahn 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 Kahn Jonathan Farr
Videos
This series of charts compares active managers alongside relevant benchmarks over the long term.
May 9, 2022
Active vs. Passive Charts, 1st Quarter 2022
Ivan "Butch" Cliff
Data Presentation